Capital Fund Management (CFM)’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 | – | Sell |
-17,677
| Closed | -$6.42M | – | 982 |
|
|
2025
Q1 | $6.42M | Sell |
17,677
-8,235
| -32% | -$2.99M | 0.02% | 301 |
|
|
2024
Q4 | $9.39M | Sell |
25,912
-6,719
| -21% | -$2.44M | 0.02% | 280 |
|
|
2024
Q3 | $12.8M | Sell |
32,631
-21,862
| -40% | -$8.57M | 0.04% | 189 |
|
|
2024
Q2 | $20.8M | Buy |
54,493
+2,600
| +5% | +$991K | 0.06% | 109 |
|
|
2024
Q1 | $20.6M | Sell |
51,893
-2,979
| -5% | -$1.18M | 0.06% | 115 |
|
|
2023
Q4 | $19.4M | Buy |
54,872
+4,937
| +10% | +$1.75M | 0.05% | 111 |
|
|
2023
Q3 | $18.6M | Buy |
49,935
+2,350
| +5% | +$873K | 0.06% | 106 |
|
|
2023
Q2 | $16.3M | Buy |
47,585
+16,229
| +52% | +$5.55M | 0.07% | 111 |
|
|
2023
Q1 | $11.2M | Buy |
+31,356
| New | +$11.2M | 0.05% | 122 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 661 |
|
|
2020
Q2 | – | Sell |
-24,600
| Closed | -$4.73M | – | 648 |
|
|
2020
Q1 | $4.73M | Sell |
24,600
-18,580
| -43% | -$3.58M | 0.07% | 158 |
|
|
2019
Q4 | $12M | Sell |
43,180
-22,620
| -34% | -$6.26M | 0.09% | 93 |
|
|
2019
Q3 | $17.5M | Buy |
65,800
+25,200
| +62% | +$6.71M | 0.16% | 65 |
|
|
2019
Q2 | $10M | Buy |
40,600
+36,700
| +941% | +$9.07M | 0.09% | 120 |
|
|
2019
Q1 | $842K | Buy |
+3,900
| New | +$842K | 0.01% | 504 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 950 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 998 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 941 |
|
|
2017
Q4 | – | Sell |
-64,100
| Closed | -$14.6M | – | 923 |
|
|
2017
Q3 | $14.6M | Buy |
64,100
+35,600
| +125% | +$8.13M | 0.11% | 101 |
|
|
2017
Q2 | $7.26M | Buy |
+28,500
| New | +$7.26M | 0.06% | 195 |
|
|
2017
Q1 | – | Sell |
-1,400
| Closed | -$303K | – | 925 |
|
|
2016
Q4 | $303K | Sell |
1,400
-2,200
| -61% | -$476K | ﹤0.01% | 777 |
|
|
2016
Q3 | $684K | Buy |
3,600
+444
| +14% | +$84.4K | 0.01% | 591 |
|
|
2016
Q2 | $577K | Sell |
3,156
-3,238
| -51% | -$592K | 0.01% | 627 |
|
|
2016
Q1 | $1.26M | Buy |
+6,394
| New | +$1.26M | 0.01% | 475 |
|
|
2014
Q3 | – | Sell |
-3,076
| Closed | -$494K | – | 708 |
|
|
2014
Q2 | $494K | Buy |
+3,076
| New | +$494K | 0.01% | 540 |
|
|
2013
Q4 | – | Sell |
-13,804
| Closed | -$2.01M | – | 757 |
|
|
2013
Q3 | $2.01M | Buy |
13,804
+8,969
| +186% | +$1.3M | 0.03% | 313 |
|
|
2013
Q2 | $620K | Buy |
+4,835
| New | +$620K | 0.01% | 618 |
|