Bank of America’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 | $76.3M | Buy |
233,326
+16,701
| +8% | +$5.5M | 0.01% | 1314 |
|
|
2025
Q4 | $73.5M | Buy |
216,625
+3,656
| +2% | +$1.21M | 0.01% | 1302 |
|
|
2025
Q3 | $74.6M | Buy |
212,969
+26,319
| +14% | +$8.89M | 0.01% | 1407 |
|
|
2025
Q2 | $63.4M | Buy |
186,650
+5,373
| +3% | +$1.85M | 0.01% | 1508 |
|
|
2025
Q1 | $65.9M | Buy |
181,277
+28,222
| +18% | +$9.97M | 0.01% | 1363 |
|
|
2024
Q4 | $55.5M | Sell |
153,055
-64,864
| -30% | -$24.3M | 0.01% | 1421 |
|
|
2024
Q3 | $85.4M | Buy |
217,919
+40,938
| +23% | +$15.6M | 0.01% | 1162 |
|
|
2024
Q2 | $67.4M | Sell |
176,981
-11,484
| -6% | -$4.34M | 0.01% | 1254 |
|
|
2024
Q1 | $74.9M | Sell |
188,465
-12,010
| -6% | -$4.5M | 0.01% | 1209 |
|
|
2023
Q4 | $70.9M | Buy |
200,475
+22,117
| +12% | +$8.57M | 0.01% | 1136 |
|
|
2023
Q3 | $66.3M | Sell |
178,358
-4,334
| -2% | -$1.57M | 0.01% | 1108 |
|
|
2023
Q2 | $62.5M | Sell |
182,692
-54,878
| -23% | -$19.8M | 0.01% | 1158 |
|
|
2023
Q1 | $85.1M | Sell |
237,570
-5,657
| -2% | -$2.03M | 0.01% | 1029 |
|
|
2022
Q4 | $80.6M | Sell |
243,227
-20,506
| -8% | -$6.39M | 0.01% | 1009 |
|
|
2022
Q3 | $69.2M | Sell |
263,733
-17,120
| -6% | -$4.63M | 0.01% | 1050 |
|
|
2022
Q2 | $78.7M | Buy |
280,853
+113,405
| +68% | +$32.1M | 0.01% | 1009 |
|
|
2022
Q1 | $50.5M | Sell |
167,448
-31,176
| -16% | -$8.96M | 0.01% | 1358 |
|
|
2021
Q4 | $54.4M | Buy |
198,624
+48,314
| +32% | +$13.1M | 0.01% | 1355 |
|
|
2021
Q3 | $37.7M | Buy |
150,310
+10,957
| +8% | +$2.81M | ﹤0.01% | 1566 |
|
|
2021
Q2 | $35.1M | Sell |
139,353
-48,522
| -26% | -$12.6M | ﹤0.01% | 1627 |
|
|
2021
Q1 | $46.6M | Buy |
187,875
+3,250
| +2% | +$774K | 0.01% | 1351 |
|
|
2020
Q4 | $43.2M | Buy |
184,625
+34,462
| +23% | +$7.61M | 0.01% | 1277 |
|
|
2020
Q3 | $29.7M | Sell |
150,163
-816
| -0.5% | -$175K | ﹤0.01% | 1399 |
|
|
2020
Q2 | $31.1M | Sell |
150,979
-16,075
| -10% | -$3.13M | 0.01% | 1303 |
|
|
2020
Q1 | $32.1M | Sell |
167,054
-12,414
| -7% | -$3.17M | 0.01% | 1199 |
|
|
2019
Q4 | $49.7M | Sell |
179,468
-2,774
| -2% | -$732K | 0.01% | 1182 |
|
|
2019
Q3 | $48.5M | Sell |
182,242
-13,830
| -7% | -$3.49M | 0.01% | 1146 |
|
|
2019
Q2 | $48.5M | Sell |
196,072
-10,675
| -5% | -$2.56M | 0.01% | 1157 |
|
|
2019
Q1 | $44.6M | Buy |
206,747
+18,970
| +10% | +$4.13M | 0.01% | 1179 |
|
|
2018
Q4 | $40.9M | Buy |
187,777
+7,570
| +4% | +$1.65M | 0.01% | 1136 |
|
|
2018
Q3 | $41.2M | Sell |
180,207
-38,183
| -17% | -$8.55M | 0.01% | 1233 |
|
|
2018
Q2 | $50.3M | Buy |
218,390
+26,813
| +14% | +$6.29M | 0.01% | 1073 |
|
|
2018
Q1 | $49.2M | Buy |
191,577
+50,534
| +36% | +$12.1M | 0.01% | 1072 |
|
|
2017
Q4 | $31.2M | Sell |
141,043
-72,372
| -34% | -$16.3M | 0.01% | 1434 |
|
|
2017
Q3 | $48.7M | Sell |
213,415
-41,737
| -16% | -$10.5M | 0.01% | 1161 |
|
|
2017
Q2 | $65M | Buy |
255,152
+162,498
| +175% | +$40.1M | 0.01% | 888 |
|
|
2017
Q1 | $21.7M | Sell |
92,654
-21,668
| -19% | -$4.95M | ﹤0.01% | 1684 |
|
|
2016
Q4 | $24.7M | Sell |
114,322
-8,088
| -7% | -$1.67M | 0.01% | 1509 |
|
|
2016
Q3 | $23.3M | Buy |
122,410
+9,876
| +9% | +$1.86M | 0.01% | 1536 |
|
|
2016
Q2 | $20.6M | Sell |
112,534
-12,068
| -10% | -$2.22M | 0.01% | 1568 |
|
|
2016
Q1 | $24.6M | Sell |
124,602
-18,546
| -13% | -$3.43M | 0.01% | 1402 |
|
|
2015
Q4 | $26.2M | Sell |
143,148
-24,756
| -15% | -$4.5M | 0.01% | 1426 |
|
|
2015
Q3 | $29.1M | Buy |
167,904
+109,895
| +189% | +$19.9M | 0.01% | 1337 |
|
|
2015
Q2 | $10.6M | Sell |
58,009
-18,626
| -24% | -$3.39M | ﹤0.01% | 1877 |
|
|
2015
Q1 | $13.3M | Sell |
76,635
-12,908
| -14% | -$2.27M | 0.01% | 1645 |
|
|
2014
Q4 | $15.3M | Buy |
89,543
+25,696
| +40% | +$4.34M | 0.01% | 1590 |
|
|
2014
Q3 | $10.3M | Buy |
63,847
+39,147
| +158% | +$6.34M | ﹤0.01% | 1918 |
|
|
2014
Q2 | $3.96M | Sell |
24,700
-2,610
| -10% | -$413K | ﹤0.01% | 2765 |
|
|
2014
Q1 | $4.18M | Sell |
27,310
-4,552
| -14% | -$672K | ﹤0.01% | 2556 |
|
|
2013
Q4 | $4.97M | Buy |
31,862
+5,261
| +20% | +$803K | ﹤0.01% | 2480 |
|
|
2013
Q3 | $3.87M | Buy |
26,601
+11,724
| +79% | +$1.59M | ﹤0.01% | 2633 |
|
|
2013
Q2 | $1.91M | Buy |
+14,877
| New | +$1.92M | ﹤0.01% | 3266 |
|
Other funds holding EG
VCM
VPM
VVP
