Bartlett & Co’s Everest Group EG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$616K Hold
2023
Q3
$649K Hold
2023
Q2
$597K Sell
2023
Q1
$640K Hold
2022
Q4
$592K Sell
2022
Q3
$487K Hold
2022
Q2
$520K Sell
2022
Q1
$562K Buy
2021
Q4
$501K Sell
2021
Q3
$468K Sell
2021
Q2
$520K Sell
2021
Q1
$537K Buy
2020
Q4
$502K Hold
2020
Q3
$424K Sell
2020
Q2
$5.22M Sell
2020
Q1
$9.53M Buy
2019
Q3
$15.3M Buy
2019
Q2
$1K Buy