Bank of Montreal’s Everest Group EG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.2M | Buy |
215,270
+1,427
| +0.7% | +$485K | 0.03% | 314 |
|
|
2025
Q1 | $77.7M | Buy |
213,843
+32,186
| +18% | +$11.7M | 0.04% | 292 |
|
|
2024
Q4 | $65.8M | Sell |
181,657
-17,704
| -9% | -$6.42M | 0.03% | 362 |
|
|
2024
Q3 | $78.8M | Buy |
199,361
+58,787
| +42% | +$23.2M | 0.03% | 331 |
|
|
2024
Q2 | $53.8M | Buy |
140,574
+11,563
| +9% | +$4.42M | 0.02% | 417 |
|
|
2024
Q1 | $51.5M | Buy |
129,011
+37,950
| +42% | +$15.1M | 0.02% | 410 |
|
|
2023
Q4 | $32.5M | Sell |
91,061
-12,806
| -12% | -$4.58M | 0.01% | 544 |
|
|
2023
Q3 | $39.6M | Buy |
103,867
+30,759
| +42% | +$11.7M | 0.01% | 447 |
|
|
2023
Q2 | $25.8M | Sell |
73,108
-2,919
| -4% | -$1.03M | 0.01% | 579 |
|
|
2023
Q1 | $27.2M | Buy |
76,027
+1,178
| +2% | +$422K | 0.01% | 521 |
|
|
2022
Q4 | $25.3M | Buy |
74,849
+3,737
| +5% | +$1.26M | 0.01% | 552 |
|
|
2022
Q3 | $19.1K | Sell |
71,112
-1,523
| -2% | -$410 | 0.01% | 610 |
|
|
2022
Q2 | $20.9K | Sell |
72,635
-9,632
| -12% | -$2.78K | 0.01% | 636 |
|
|
2022
Q1 | $25.1M | Sell |
82,267
-18,024
| -18% | -$5.5M | 0.01% | 600 |
|
|
2021
Q4 | $27.8M | Sell |
100,291
-116,366
| -54% | -$32.2M | 0.01% | 618 |
|
|
2021
Q3 | $55.7M | Sell |
216,657
-7,034
| -3% | -$1.81M | 0.03% | 474 |
|
|
2021
Q2 | $57.3M | Sell |
223,691
-1,604
| -0.7% | -$411K | 0.03% | 447 |
|
|
2021
Q1 | $57.1M | Sell |
225,295
-37,011
| -14% | -$9.37M | 0.04% | 351 |
|
|
2020
Q4 | $62.2M | Sell |
262,306
-59,787
| -19% | -$14.2M | 0.04% | 337 |
|
|
2020
Q3 | $64.4M | Sell |
322,093
-8,326
| -3% | -$1.66M | 0.05% | 273 |
|
|
2020
Q2 | $65.4M | Sell |
330,419
-36,448
| -10% | -$7.22M | 0.06% | 257 |
|
|
2020
Q1 | $68.9M | Sell |
366,867
-44,725
| -11% | -$8.39M | 0.08% | 200 |
|
|
2019
Q4 | $114M | Buy |
411,592
+34,875
| +9% | +$9.65M | 0.09% | 193 |
|
|
2019
Q3 | $100M | Buy |
376,717
+38,512
| +11% | +$10.2M | 0.09% | 193 |
|
|
2019
Q2 | $83.6M | Buy |
338,205
+58,773
| +21% | +$14.5M | 0.07% | 229 |
|
|
2019
Q1 | $60.3M | Buy |
279,432
+4,936
| +2% | +$1.07M | 0.05% | 289 |
|
|
2018
Q4 | $59.8M | Buy |
274,496
+147,767
| +117% | +$32.2M | 0.06% | 273 |
|
|
2018
Q3 | $29M | Sell |
126,729
-20,419
| -14% | -$4.67M | 0.02% | 495 |
|
|
2018
Q2 | $33.9M | Buy |
147,148
+27,160
| +23% | +$6.26M | 0.03% | 425 |
|
|
2018
Q1 | $30.8M | Sell |
119,988
-34,197
| -22% | -$8.78M | 0.03% | 466 |
|
|
2017
Q4 | $34.1M | Sell |
154,185
-65,192
| -30% | -$14.4M | 0.03% | 442 |
|
|
2017
Q3 | $50.1M | Sell |
219,377
-19,604
| -8% | -$4.48M | 0.05% | 336 |
|
|
2017
Q2 | $60.8M | Buy |
238,981
+4,282
| +2% | +$1.09M | 0.06% | 286 |
|
|
2017
Q1 | $54.9M | Buy |
234,699
+7,775
| +3% | +$1.82M | 0.05% | 285 |
|
|
2016
Q4 | $47.8M | Sell |
226,924
-42,993
| -16% | -$9.05M | 0.05% | 297 |
|
|
2016
Q3 | $51.3M | Sell |
269,917
-36,876
| -12% | -$7.01M | 0.06% | 272 |
|
|
2016
Q2 | $56M | Sell |
306,793
-552,926
| -64% | -$101M | 0.06% | 246 |
|
|
2016
Q1 | $170M | Sell |
859,719
-263,818
| -23% | -$52.1M | 0.18% | 91 |
|
|
2015
Q4 | $206M | Buy |
1,123,537
+62,589
| +6% | +$11.5M | 0.25% | 78 |
|
|
2015
Q3 | $184M | Buy |
1,060,948
+2,583
| +0.2% | +$448K | 0.25% | 82 |
|
|
2015
Q2 | $193M | Sell |
1,058,365
-960
| -0.1% | -$175K | 0.23% | 95 |
|
|
2015
Q1 | $184M | Sell |
1,059,325
-31,782
| -3% | -$5.53M | 0.21% | 103 |
|
|
2014
Q4 | $186M | Buy |
1,091,107
+70,045
| +7% | +$11.9M | 0.21% | 99 |
|
|
2014
Q3 | $165M | Buy |
1,021,062
+92,768
| +10% | +$15M | 0.19% | 104 |
|
|
2014
Q2 | $149M | Buy |
928,294
+311,376
| +50% | +$50M | 0.17% | 113 |
|
|
2014
Q1 | $94.4M | Buy |
616,918
+60,979
| +11% | +$9.33M | 0.12% | 143 |
|
|
2013
Q4 | $86.7M | Buy |
555,939
+141,919
| +34% | +$22.1M | 0.12% | 153 |
|
|
2013
Q3 | $60.2M | Buy |
414,020
+53,643
| +15% | +$7.8M | 0.09% | 176 |
|
|
2013
Q2 | $46.2M | Buy |
+360,377
| New | +$46.2M | 0.08% | 191 |
|