Capital Fund Management (CFM)’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 | $10.9M | Buy |
+33,386
| New | +$11M | 0.1% | 519 |
|
|
2025
Q4 | – | Sell |
-36,415
| Closed | -$12.8M | – | 2550 |
|
|
2025
Q3 | $12.8M | Buy |
+36,415
| New | +$12.3M | 0.13% | 709 |
|
|
2025
Q2 | – | Sell |
-17,677
| Closed | -$6.42M | – | 2480 |
|
|
2025
Q1 | $6.42M | Sell |
17,677
-8,235
| -32% | -$2.91M | 0.08% | 884 |
|
|
2024
Q4 | $9.39M | Sell |
25,912
-6,719
| -21% | -$2.52M | 0.09% | 779 |
|
|
2024
Q3 | $12.8M | Sell |
32,631
-21,862
| -40% | -$8.33M | 0.14% | 625 |
|
|
2024
Q2 | $20.8M | Buy |
54,493
+2,600
| +5% | +$983K | 0.24% | 408 |
|
|
2024
Q1 | $20.6M | Sell |
51,893
-2,979
| -5% | -$1.12M | 0.25% | 435 |
|
|
2023
Q4 | $19.4M | Buy |
54,872
+4,937
| +10% | +$1.91M | 0.25% | 466 |
|
|
2023
Q3 | $18.6M | Buy |
49,935
+2,350
| +5% | +$853K | 0.25% | 378 |
|
|
2023
Q2 | $16.3M | Buy |
47,585
+16,229
| +52% | +$5.86M | 0.26% | 392 |
|
|
2023
Q1 | $11.2M | Buy |
+31,356
| New | +$11.3M | 0.22% | 450 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 1296 |
|
|
2020
Q2 | – | Sell |
-24,600
| Closed | -$4.79M | – | 1215 |
|
|
2020
Q1 | $4.73M | Sell |
24,600
-18,580
| -43% | -$4.74M | 0.17% | 317 |
|
|
2019
Q4 | $12M | Sell |
43,180
-22,620
| -34% | -$5.97M | 0.27% | 265 |
|
|
2019
Q3 | $17.5M | Buy |
65,800
+25,200
| +62% | +$6.36M | 0.4% | 177 |
|
|
2019
Q2 | $10M | Buy |
40,600
+36,700
| +941% | +$8.81M | 0.22% | 297 |
|
|
2019
Q1 | $842K | Buy |
+3,900
| New | +$849K | 0.02% | 1085 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 2085 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 2106 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 1951 |
|
|
2017
Q4 | – | Sell |
-64,100
| Closed | -$14.6M | – | 1877 |
|
|
2017
Q3 | $14.6M | Buy |
64,100
+35,600
| +125% | +$8.97M | 0.24% | 237 |
|
|
2017
Q2 | $7.26M | Buy |
+28,500
| New | +$7.03M | 0.12% | 372 |
|
|
2017
Q1 | – | Sell |
-1,400
| Closed | -$303K | – | 1586 |
|
|
2016
Q4 | $303K | Sell |
1,400
-2,200
| -61% | -$453K | 0.01% | 1433 |
|
|
2016
Q3 | $684K | Buy |
3,600
+444
| +14% | +$83.5K | 0.01% | 1091 |
|
|
2016
Q2 | $577K | Sell |
3,156
-3,238
| -51% | -$595K | 0.01% | 1132 |
|
|
2016
Q1 | $1.26M | Buy |
+6,394
| New | +$1.18M | 0.02% | 819 |
|
|
2014
Q3 | – | Sell |
-3,076
| Closed | -$494K | – | 1619 |
|
|
2014
Q2 | $494K | Buy |
+3,076
| New | +$487K | 0.01% | 1219 |
|
|
2013
Q4 | – | Sell |
-13,804
| Closed | -$2.01M | – | 1755 |
|
|
2013
Q3 | $2.01M | Buy |
13,804
+8,969
| +186% | +$1.22M | 0.05% | 645 |
|
|
2013
Q2 | $620K | Buy |
+4,835
| New | +$625K | 0.02% | 938 |
|
Other funds holding EG
VCM
VPM
VVP
