Cerity Partners’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 | $10.2M | Buy |
29,907
+3,754
| +14% | +$1.28M | 0.02% | 529 |
|
|
2025
Q1 | $9.5M | Sell |
26,153
-1,647
| -6% | -$598K | 0.02% | 500 |
|
|
2024
Q4 | $10.1M | Buy |
27,800
+2,331
| +9% | +$848K | 0.02% | 478 |
|
|
2024
Q3 | $9.98M | Sell |
25,469
-353
| -1% | -$138K | 0.02% | 491 |
|
|
2024
Q2 | $9.84M | Sell |
25,822
-371
| -1% | -$141K | 0.03% | 422 |
|
|
2024
Q1 | $10.4M | Buy |
26,193
+3,411
| +15% | +$1.36M | 0.03% | 446 |
|
|
2023
Q4 | $8.06M | Buy |
22,782
+20,531
| +912% | +$7.26M | 0.03% | 411 |
|
|
2023
Q3 | $837K | Sell |
2,251
-20,604
| -90% | -$7.66M | ﹤0.01% | 807 |
|
|
2023
Q2 | $7.81M | Buy |
22,855
+145
| +0.6% | +$49.6K | 0.03% | 395 |
|
|
2023
Q1 | $8.13M | Buy |
22,710
+1,216
| +6% | +$435K | 0.02% | 389 |
|
|
2022
Q4 | $7.12M | Sell |
21,494
-3
| -0% | -$994 | 0.05% | 301 |
|
|
2022
Q3 | $5.64M | Buy |
21,497
+504
| +2% | +$132K | 0.07% | 222 |
|
|
2022
Q2 | $5.88M | Buy |
20,993
+2,053
| +11% | +$575K | 0.07% | 231 |
|
|
2022
Q1 | $5.71M | Sell |
18,940
-1,101
| -5% | -$332K | 0.09% | 179 |
|
|
2021
Q4 | $5.49M | Buy |
20,041
+2,715
| +16% | +$744K | 0.08% | 188 |
|
|
2021
Q3 | $4.35M | Hold |
17,326
| – | – | 0.1% | 176 |
|
|
2021
Q2 | $4.37M | Sell |
17,326
-2
| -0% | -$504 | 0.1% | 168 |
|
|
2021
Q1 | $4.29M | Buy |
17,328
+1,019
| +6% | +$253K | 0.1% | 162 |
|
|
2020
Q4 | $3.82M | Sell |
16,309
-76
| -0.5% | -$17.8K | 0.12% | 140 |
|
|
2020
Q3 | $3.24M | Buy |
16,385
+11
| +0.1% | +$2.17K | 0.13% | 125 |
|
|
2020
Q2 | $3.38M | Sell |
16,374
-87
| -0.5% | -$17.9K | 0.19% | 100 |
|
|
2020
Q1 | $3.17M | Buy |
16,461
+1,654
| +11% | +$318K | 0.2% | 93 |
|
|
2019
Q4 | $4.1M | Buy |
14,807
+314
| +2% | +$86.9K | 0.21% | 91 |
|
|
2019
Q3 | $3.86M | Buy |
14,493
+17
| +0.1% | +$4.52K | 0.23% | 100 |
|
|
2019
Q2 | $3.58M | Buy |
14,476
+25
| +0.2% | +$6.18K | 0.23% | 106 |
|
|
2019
Q1 | $3.12M | Buy |
14,451
+2,052
| +17% | +$443K | 0.21% | 101 |
|
|
2018
Q4 | $2.7M | Buy |
12,399
+160
| +1% | +$34.8K | 0.18% | 128 |
|
|
2018
Q3 | $2.8M | Sell |
12,239
-384
| -3% | -$87.7K | 0.19% | 131 |
|
|
2018
Q2 | $2.91M | Buy |
12,623
+159
| +1% | +$36.6K | 0.21% | 117 |
|
|
2018
Q1 | $3.2M | Buy |
12,464
+2,676
| +27% | +$687K | 0.24% | 107 |
|
|
2017
Q4 | $2.17M | Buy |
9,788
+48
| +0.5% | +$10.6K | 0.15% | 150 |
|
|
2017
Q3 | $2.23M | Buy |
9,740
+29
| +0.3% | +$6.63K | 0.16% | 145 |
|
|
2017
Q2 | $2.47M | Buy |
9,711
+120
| +1% | +$30.5K | 0.21% | 97 |
|
|
2017
Q1 | $2.24M | Buy |
+9,591
| New | +$2.24M | 0.19% | 109 |
|