Achmea Investment Management’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,111
| Closed | -$1.49M | – | 342 |
|
|
2025
Q1 | $1.49M | Hold |
4,111
| – | – | 0.02% | 298 |
|
|
2024
Q4 | $1.49M | Buy |
4,111
+432
| +12% | +$157K | 0.02% | 315 |
|
|
2024
Q3 | $1.44M | Buy |
3,679
+475
| +15% | +$186K | 0.02% | 334 |
|
|
2024
Q2 | $1.22M | Buy |
3,204
+487
| +18% | +$186K | 0.02% | 339 |
|
|
2024
Q1 | $1.08M | Buy |
+2,717
| New | +$1.08M | 0.02% | 353 |
|
|
2023
Q3 | – | Sell |
-111
| Closed | -$38K | – | 539 |
|
|
2023
Q2 | $38K | Hold |
111
| – | – | ﹤0.01% | 587 |
|
|
2023
Q1 | $40K | Sell |
111
-1,796
| -94% | -$647K | ﹤0.01% | 549 |
|
|
2022
Q4 | $592K | Hold |
1,907
| – | – | 0.02% | 470 |
|
|
2022
Q3 | $501K | Hold |
1,907
| – | – | 0.02% | 483 |
|
|
2022
Q2 | $534K | Hold |
1,907
| – | – | 0.02% | 481 |
|
|
2022
Q1 | $575K | Buy |
1,907
+1,796
| +1,618% | +$542K | 0.02% | 518 |
|
|
2021
Q4 | $31K | Hold |
111
| – | – | ﹤0.01% | 323 |
|
|
2021
Q3 | $28K | Buy |
+111
| New | +$28K | ﹤0.01% | 563 |
|
|
2021
Q1 | – | Sell |
-2,590
| Closed | -$607K | – | 502 |
|
|
2020
Q4 | $607K | Hold |
2,590
| – | – | 0.02% | 452 |
|
|
2020
Q3 | $511K | Sell |
2,590
-20,448
| -89% | -$4.03M | 0.02% | 444 |
|
|
2020
Q2 | $4.75M | Buy |
23,038
+4,081
| +22% | +$841K | 0.16% | 124 |
|
|
2020
Q1 | $3.65M | Buy |
18,957
+18,268
| +2,651% | +$3.52M | 0.17% | 115 |
|
|
2019
Q4 | $191K | Sell |
689
-5,746
| -89% | -$1.59M | 0.01% | 516 |
|
|
2019
Q3 | $1.71M | Buy |
6,435
+689
| +12% | +$183K | 0.07% | 278 |
|
|
2019
Q2 | $1.42M | Buy |
+5,746
| New | +$1.42M | 0.05% | 329 |
|
|
2018
Q1 | – | Sell |
-3,580
| Closed | -$792K | – | 484 |
|
|
2017
Q4 | $792K | Sell |
3,580
-7,769
| -68% | -$1.72M | 0.03% | 406 |
|
|
2017
Q3 | $2.59M | Hold |
11,349
| – | – | 0.15% | 181 |
|
|
2017
Q2 | $2.89M | Buy |
11,349
+425
| +4% | +$108K | 0.17% | 157 |
|
|
2017
Q1 | $2.55M | Buy |
+10,924
| New | +$2.55M | 0.12% | 221 |
|