Ameriprise’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $43.9M | Buy |
134,463
+67,177
| +100% | +$22.1M | 0.01% | 939 |
|
|
2025
Q4 | $22.8M | Sell |
67,286
-122,239
| -64% | -$40.4M | 0.01% | 1308 |
|
|
2025
Q3 | $66.4M | Sell |
189,525
-45,458
| -19% | -$15.3M | 0.02% | 742 |
|
|
2025
Q2 | $79.9M | Sell |
234,983
-17,528
| -7% | -$6.05M | 0.02% | 632 |
|
|
2025
Q1 | $91.8M | Sell |
252,511
-2,854
| -1% | -$1.01M | 0.02% | 580 |
|
|
2024
Q4 | $92.6M | Buy |
255,365
+11,122
| +5% | +$4.17M | 0.02% | 576 |
|
|
2024
Q3 | $95.7M | Sell |
244,243
-124,129
| -34% | -$47.3M | 0.02% | 577 |
|
|
2024
Q2 | $142M | Sell |
368,372
-12,915
| -3% | -$4.88M | 0.04% | 402 |
|
|
2024
Q1 | $152M | Buy |
381,287
+64,500
| +20% | +$24.2M | 0.04% | 402 |
|
|
2023
Q4 | $111M | Sell |
316,787
-3,339
| -1% | -$1.29M | 0.03% | 480 |
|
|
2023
Q3 | $120M | Buy |
320,126
+56,995
| +22% | +$20.7M | 0.04% | 424 |
|
|
2023
Q2 | $90.1M | Sell |
263,131
-7,241
| -3% | -$2.61M | 0.03% | 541 |
|
|
2023
Q1 | $96.5M | Buy |
270,372
+87,489
| +48% | +$31.4M | 0.03% | 498 |
|
|
2022
Q4 | $60.6M | Sell |
182,883
-86
| -0% | -$26.8K | 0.02% | 653 |
|
|
2022
Q3 | $48.1M | Sell |
182,969
-8,358
| -4% | -$2.26M | 0.02% | 721 |
|
|
2022
Q2 | $53.6M | Sell |
191,327
-6,808
| -3% | -$1.92M | 0.02% | 690 |
|
|
2022
Q1 | $59.7M | Buy |
198,135
+79,912
| +68% | +$23M | 0.02% | 724 |
|
|
2021
Q4 | $32.4M | Buy |
118,223
+34,736
| +42% | +$9.39M | 0.01% | 1060 |
|
|
2021
Q3 | $20.9M | Sell |
83,487
-30,070
| -26% | -$7.71M | 0.01% | 1228 |
|
|
2021
Q2 | $28.6M | Buy |
113,557
+13,732
| +14% | +$3.57M | 0.01% | 1098 |
|
|
2021
Q1 | $24.7M | Sell |
99,825
-19,856
| -17% | -$4.73M | 0.01% | 1171 |
|
|
2020
Q4 | $28M | Buy |
119,681
+1,668
| +1% | +$368K | 0.01% | 1030 |
|
|
2020
Q3 | $23.3M | Buy |
118,013
+2,275
| +2% | +$487K | 0.01% | 993 |
|
|
2020
Q2 | $23.9M | Buy |
115,738
+23,213
| +25% | +$4.52M | 0.01% | 964 |
|
|
2020
Q1 | $17.8M | Buy |
92,525
+18,080
| +24% | +$4.62M | 0.01% | 1011 |
|
|
2019
Q4 | $20.5M | Buy |
74,445
+4,663
| +7% | +$1.23M | 0.01% | 1179 |
|
|
2019
Q3 | $18.5M | Buy |
69,782
+15,021
| +27% | +$3.79M | 0.01% | 1202 |
|
|
2019
Q2 | $13.5M | Buy |
54,761
+14,015
| +34% | +$3.36M | 0.01% | 1486 |
|
|
2019
Q1 | $8.8M | Sell |
40,746
-445
| -1% | -$96.9K | ﹤0.01% | 1801 |
|
|
2018
Q4 | $8.97M | Sell |
41,191
-50,491
| -55% | -$11M | ﹤0.01% | 1690 |
|
|
2018
Q3 | $20.9M | Sell |
91,682
-3,185
| -3% | -$713K | 0.01% | 1256 |
|
|
2018
Q2 | $21.9M | Sell |
94,867
-106,604
| -53% | -$25M | 0.01% | 1105 |
|
|
2018
Q1 | $51.7M | Buy |
201,471
+160,407
| +391% | +$38.5M | 0.02% | 638 |
|
|
2017
Q4 | $9.09M | Sell |
41,064
-92,146
| -69% | -$20.8M | ﹤0.01% | 1686 |
|
|
2017
Q3 | $30.4M | Buy |
133,210
+105,848
| +387% | +$26.7M | 0.01% | 786 |
|
|
2017
Q2 | $6.97M | Sell |
27,362
-98,727
| -78% | -$24.4M | ﹤0.01% | 1832 |
|
|
2017
Q1 | $29.5M | Buy |
126,089
+7,038
| +6% | +$1.61M | 0.02% | 765 |
|
|
2016
Q4 | $25.8M | Sell |
119,051
-17,530
| -13% | -$3.61M | 0.01% | 843 |
|
|
2016
Q3 | $25.9M | Sell |
136,581
-28,623
| -17% | -$5.38M | 0.01% | 784 |
|
|
2016
Q2 | $30.2M | Sell |
165,204
-9,704
| -6% | -$1.78M | 0.02% | 694 |
|
|
2016
Q1 | $34.5M | Sell |
174,908
-10,836
| -6% | -$2M | 0.02% | 634 |
|
|
2015
Q4 | $34M | Buy |
185,744
+23,337
| +14% | +$4.24M | 0.02% | 624 |
|
|
2015
Q3 | $28.1M | Sell |
162,407
-11,804
| -7% | -$2.14M | 0.02% | 724 |
|
|
2015
Q2 | $31.7M | Buy |
174,211
+46,969
| +37% | +$8.55M | 0.02% | 733 |
|
|
2015
Q1 | $22.1M | Buy |
127,242
+2,020
| +2% | +$355K | 0.01% | 939 |
|
|
2014
Q4 | $21.3M | Sell |
125,222
-1,771
| -1% | -$299K | 0.01% | 924 |
|
|
2014
Q3 | $20.6M | Buy |
126,993
+1,235
| +1% | +$200K | 0.01% | 953 |
|
|
2014
Q2 | $20.2M | Sell |
125,758
-3,157
| -2% | -$500K | 0.01% | 1017 |
|
|
2014
Q1 | $19.7M | Sell |
128,915
-13,447
| -9% | -$1.99M | 0.01% | 1008 |
|
|
2013
Q4 | $22.2M | Sell |
142,362
-108,612
| -43% | -$16.6M | 0.01% | 936 |
|
|
2013
Q3 | $36.5M | Sell |
250,974
-110,832
| -31% | -$15M | 0.02% | 664 |
|
|
2013
Q2 | $46.4M | Buy |
+361,806
| New | +$46.8M | 0.03% | 542 |
|
Other funds holding EG
VCM
VPM
VVP
