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Alethea Capital Management’s Everest Group EG Stock Holding History

Alethea Capital Management’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-6,844
Closed -$1.6M – 87
2020
Q4 		$1.6M Buy
+6,844
New +$1.51M 0.8% 13
2019
Q3 		– Sell
-9,312
Closed -$2.3M – 89
2019
Q2 		$2.3M Buy
+9,312
New +$2.23M 1.5% 5
2018
Q4 		– Sell
-2,150
Closed -$491K – 72
2018
Q3 		$491K Buy
+2,150
New +$481K 0.74% 45
2018
Q2 		– Sell
-2,310
Closed -$593K – 74
2018
Q1 		$593K Sell
2,310
-1,028
-31% -$247K 0.8% 29
2017
Q4 		$739K Buy
+3,338
New +$753K 1.18% 25

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