Buckingham Capital Management (Ohio)’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $10.3M | Buy |
28,289
+116
| +0.4% | +$42K | 1.18% | 27 |
|
|
2024
Q3 | $11M | Sell |
28,173
-135
| -0.5% | -$52.9K | 1.26% | 26 |
|
|
2024
Q2 | $10.8M | Buy |
28,308
+383
| +1% | +$146K | 1.29% | 26 |
|
|
2024
Q1 | $11.1M | Buy |
27,925
+1,096
| +4% | +$436K | 1.36% | 24 |
|
|
2023
Q4 | $9.49M | Buy |
26,829
+600
| +2% | +$212K | 1.27% | 28 |
|
|
2023
Q3 | $9.75M | Buy |
26,229
+784
| +3% | +$291K | 1.49% | 24 |
|
|
2023
Q2 | $8.7M | Sell |
25,445
-1,935
| -7% | -$661K | 1.3% | 26 |
|
|
2023
Q1 | $9.8M | Sell |
27,380
-1,752
| -6% | -$627K | 1.57% | 22 |
|
|
2022
Q4 | $9.65M | Buy |
29,132
+80
| +0.3% | +$26.5K | 1.68% | 21 |
|
|
2022
Q3 | $7.62M | Buy |
29,052
+4,573
| +19% | +$1.2M | 1.48% | 26 |
|
|
2022
Q2 | $6.86M | Buy |
24,479
+4,991
| +26% | +$1.4M | 1.29% | 29 |
|
|
2022
Q1 | $5.87M | Buy |
19,488
+3,683
| +23% | +$1.11M | 0.96% | 36 |
|
|
2021
Q4 | $4.33M | Buy |
15,805
+5,075
| +47% | +$1.39M | 0.67% | 45 |
|
|
2021
Q3 | $2.69M | Buy |
10,730
+4,787
| +81% | +$1.2M | 0.44% | 50 |
|
|
2021
Q2 | $1.5M | Buy |
+5,943
| New | +$1.5M | 0.24% | 62 |
|