Aperio Group’s Everest Group EG Stock Holding History

Aperio Group’s Portfolio EG Stock Details EG Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$8.96M	Sell	38,294 -5,339	-12%	-$1.25M	0.03%	604
2020 Q3	$8.62M	Sell	43,633 -1,217	-3%	-$240K	0.03%	527
2020 Q2	$9.25M	Sell	44,850 -35,734	-44%	-$7.37M	0.03%	484
2020 Q1	$15.5M	Sell	80,584 -15,251	-16%	-$2.93M	0.07%	282
2019 Q4	$26.5M	Buy	95,835 +9,079	+10%	+$2.51M	0.1%	228
2019 Q3	$23.1M	Buy	86,756 +3,912	+5%	+$1.04M	0.09%	251
2019 Q2	$20.5M	Sell	82,844 -21,177	-20%	-$5.23M	0.08%	275
2019 Q1	$22.5M	Sell	104,021 -18,540	-15%	-$4M	0.1%	233
2018 Q4	$26.7M	Sell	122,561 -14,669	-11%	-$3.19M	0.13%	166
2018 Q3	$31.4M	Sell	137,230 -9,694	-7%	-$2.21M	0.14%	163
2018 Q2	$33.9M	Sell	146,924 -12,221	-8%	-$2.82M	0.16%	143
2018 Q1	$40.9M	Sell	159,145 -32,545	-17%	-$8.36M	0.2%	105
2017 Q4	$42.4M	Sell	191,690 -68,544	-26%	-$15.2M	0.22%	101
2017 Q3	$59.4M	Sell	260,234 -54,369	-17%	-$12.4M	0.34%	59
2017 Q2	$80.1M	Buy	314,603 +16,557	+6%	+$4.22M	0.49%	35
2017 Q1	$69.7M	Buy	298,046 +37,743	+14%	+$8.82M	0.48%	33
2016 Q4	$56.3M	Sell	260,303 -60	-0%	-$13K	0.43%	37
2016 Q3	$49.5M	Buy	260,363 +9,744	+4%	+$1.85M	0.36%	52
2016 Q2	$45.8M	Buy	250,619 +59,414	+31%	+$10.9M	0.36%	56
2016 Q1	$37.8M	Buy	191,205 +23,294	+14%	+$4.6M	0.32%	64
2015 Q4	$30.7M	Buy	167,911 +11,745	+8%	+$2.15M	0.28%	73
2015 Q3	$27.1M	Buy	156,166 +38,625	+33%	+$6.7M	0.28%	78
2015 Q2	$21.4M	Buy	117,541 +6,596	+6%	+$1.2M	0.22%	105
2015 Q1	$19.3M	Sell	110,945 -477	-0.4%	-$83K	0.22%	106
2014 Q4	$19M	Buy	111,422 +20,478	+23%	+$3.49M	0.23%	97
2014 Q3	$14.7M	Buy	90,944 +27,432	+43%	+$4.44M	0.2%	123
2014 Q2	$10.2M	Buy	63,512 +6,490	+11%	+$1.04M	0.15%	179
2014 Q1	$8.73M	Buy	+57,022	New	+$8.73M	0.12%	198
2013 Q4	–	Sell	-50,482	Closed	-$7.34M	–	189
2013 Q3	$7.34M	Buy	50,482 +25,936	+106%	+$3.77M	0.14%	167
2013 Q2	$3.15M	Buy	+24,546	New	+$3.15M	0.07%	339