Cerity Partners’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 | $11.8M | Sell |
36,209
-5,676
| -14% | -$1.87M | 0.02% | 616 |
|
|
2025
Q4 | $14.2M | Sell |
41,885
-1,886
| -4% | -$623K | 0.02% | 511 |
|
|
2025
Q3 | $15.3M | Buy |
43,771
+13,864
| +46% | +$4.68M | 0.02% | 445 |
|
|
2025
Q2 | $10.2M | Buy |
29,907
+3,754
| +14% | +$1.3M | 0.02% | 530 |
|
|
2025
Q1 | $9.5M | Sell |
26,153
-1,647
| -6% | -$582K | 0.02% | 505 |
|
|
2024
Q4 | $10.1M | Buy |
27,800
+2,331
| +9% | +$873K | 0.02% | 478 |
|
|
2024
Q3 | $9.98M | Sell |
25,469
-353
| -1% | -$134K | 0.02% | 491 |
|
|
2024
Q2 | $9.84M | Sell |
25,822
-371
| -1% | -$140K | 0.03% | 424 |
|
|
2024
Q1 | $10.4M | Buy |
26,193
+3,411
| +15% | +$1.28M | 0.03% | 446 |
|
|
2023
Q4 | $8.06M | Buy |
22,782
+20,531
| +912% | +$7.95M | 0.03% | 416 |
|
|
2023
Q3 | $837K | Sell |
2,251
-20,604
| -90% | -$7.48M | ﹤0.01% | 810 |
|
|
2023
Q2 | $7.81M | Buy |
22,855
+145
| +0.6% | +$52.4K | 0.03% | 396 |
|
|
2023
Q1 | $8.13M | Buy |
22,710
+1,216
| +6% | +$437K | 0.02% | 390 |
|
|
2022
Q4 | $7.12M | Sell |
21,494
-3
| -0% | -$935 | 0.05% | 302 |
|
|
2022
Q3 | $5.64M | Buy |
21,497
+504
| +2% | +$136K | 0.07% | 222 |
|
|
2022
Q2 | $5.88M | Buy |
20,993
+2,053
| +11% | +$580K | 0.07% | 232 |
|
|
2022
Q1 | $5.71M | Sell |
18,940
-1,101
| -5% | -$316K | 0.09% | 179 |
|
|
2021
Q4 | $5.49M | Buy |
20,041
+2,715
| +16% | +$734K | 0.08% | 188 |
|
|
2021
Q3 | $4.34M | Hold |
17,326
| – | – | 0.1% | 176 |
|
|
2021
Q2 | $4.37M | Sell |
17,326
-2
| -0% | -$521 | 0.1% | 168 |
|
|
2021
Q1 | $4.29M | Buy |
17,328
+1,019
| +6% | +$243K | 0.1% | 162 |
|
|
2020
Q4 | $3.82M | Sell |
16,309
-76
| -0.5% | -$16.8K | 0.12% | 140 |
|
|
2020
Q3 | $3.24M | Buy |
16,385
+11
| +0.1% | +$2.35K | 0.13% | 125 |
|
|
2020
Q2 | $3.38M | Sell |
16,374
-87
| -0.5% | -$16.9K | 0.19% | 100 |
|
|
2020
Q1 | $3.17M | Buy |
16,461
+1,654
| +11% | +$422K | 0.2% | 93 |
|
|
2019
Q4 | $4.1M | Buy |
14,807
+314
| +2% | +$82.8K | 0.21% | 91 |
|
|
2019
Q3 | $3.86M | Buy |
14,493
+17
| +0.1% | +$4.29K | 0.23% | 100 |
|
|
2019
Q2 | $3.58M | Buy |
14,476
+25
| +0.2% | +$6K | 0.23% | 106 |
|
|
2019
Q1 | $3.12M | Buy |
14,451
+2,052
| +17% | +$447K | 0.21% | 101 |
|
|
2018
Q4 | $2.7M | Buy |
12,399
+160
| +1% | +$34.9K | 0.18% | 128 |
|
|
2018
Q3 | $2.8M | Sell |
12,239
-384
| -3% | -$85.9K | 0.19% | 131 |
|
|
2018
Q2 | $2.91M | Buy |
12,623
+159
| +1% | +$37.3K | 0.21% | 117 |
|
|
2018
Q1 | $3.2M | Buy |
12,464
+2,676
| +27% | +$642K | 0.24% | 107 |
|
|
2017
Q4 | $2.17M | Buy |
9,788
+48
| +0.5% | +$10.8K | 0.15% | 150 |
|
|
2017
Q3 | $2.23M | Buy |
9,740
+29
| +0.3% | +$7.31K | 0.16% | 145 |
|
|
2017
Q2 | $2.47M | Buy |
9,711
+120
| +1% | +$29.6K | 0.21% | 97 |
|
|
2017
Q1 | $2.24M | Buy |
+9,591
| New | +$2.19M | 0.19% | 109 |
|
Other funds holding EG
VCM
VPM
VVP
