Brinker Capital Investments’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
4,019
+441
| +12% | +$150K | 0.01% | 1008 |
|
|
2025
Q1 | $1.3M | Buy |
3,578
+598
| +20% | +$217K | 0.01% | 935 |
|
|
2024
Q4 | $1.08M | Buy |
2,980
+851
| +40% | +$308K | 0.01% | 1010 |
|
|
2024
Q3 | $834K | Sell |
2,129
-47
| -2% | -$18.4K | 0.01% | 1136 |
|
|
2024
Q2 | $829K | Buy |
2,176
+61
| +3% | +$23.2K | 0.01% | 1063 |
|
|
2024
Q1 | $841K | Sell |
2,115
-140
| -6% | -$55.7K | 0.01% | 1060 |
|
|
2023
Q4 | $840K | Sell |
2,255
-188
| -8% | -$70K | 0.01% | 1024 |
|
|
2023
Q3 | $908K | Sell |
2,443
-106
| -4% | -$39.4K | 0.01% | 968 |
|
|
2023
Q2 | $871K | Sell |
2,549
-246
| -9% | -$84.1K | 0.01% | 1005 |
|
|
2023
Q1 | $1M | Sell |
2,795
-130
| -4% | -$46.5K | 0.01% | 871 |
|
|
2022
Q4 | $969K | Sell |
2,925
-89
| -3% | -$29.5K | 0.02% | 744 |
|
|
2022
Q3 | $791K | Sell |
3,014
-38
| -1% | -$9.97K | 0.02% | 788 |
|
|
2022
Q2 | $855K | Sell |
3,052
-150
| -5% | -$42K | 0.02% | 803 |
|
|
2022
Q1 | $965K | Sell |
3,202
-96
| -3% | -$28.9K | 0.01% | 806 |
|
|
2021
Q4 | $903K | Sell |
3,298
-36
| -1% | -$9.86K | 0.01% | 855 |
|
|
2021
Q3 | $840K | Hold |
3,334
| – | – | 0.01% | 823 |
|
|
2021
Q2 | $840K | Buy |
3,334
+1,433
| +75% | +$361K | 0.01% | 877 |
|
|
2021
Q1 | $471K | Buy |
+1,901
| New | +$471K | 0.01% | 920 |
|