Chartwell Investment Partners’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $619K | Sell |
1,579
-150
| -9% | -$58.8K | 0.02% | 388 |
|
|
2024
Q2 | $659K | Sell |
1,729
-2,011
| -54% | -$766K | 0.02% | 379 |
|
|
2024
Q1 | $1.49M | Sell |
3,740
-503
| -12% | -$200K | 0.05% | 321 |
|
|
2023
Q4 | $1.5M | Sell |
4,243
-295
| -7% | -$104K | 0.05% | 313 |
|
|
2023
Q3 | $1.69M | Sell |
4,538
-125
| -3% | -$46.5K | 0.07% | 286 |
|
|
2023
Q2 | $1.59M | Sell |
4,663
-284
| -6% | -$97.1K | 0.06% | 307 |
|
|
2023
Q1 | $1.77M | Buy |
4,947
+121
| +3% | +$43.3K | 0.07% | 287 |
|
|
2022
Q4 | $1.6M | Sell |
4,826
-115
| -2% | -$38.1K | 0.06% | 290 |
|
|
2022
Q3 | $1.3M | Sell |
4,941
-165
| -3% | -$43.3K | 0.06% | 315 |
|
|
2022
Q2 | $1.43M | Sell |
5,106
-59
| -1% | -$16.5K | 0.06% | 316 |
|
|
2022
Q1 | $1.56M | Sell |
5,165
-23
| -0.4% | -$6.93K | 0.05% | 336 |
|
|
2021
Q4 | $1.42M | Sell |
5,188
-104
| -2% | -$28.5K | 0.04% | 353 |
|
|
2021
Q3 | $1.33M | Sell |
5,292
-97
| -2% | -$24.3K | 0.04% | 350 |
|
|
2021
Q2 | $1.36M | Sell |
5,389
-268
| -5% | -$67.5K | 0.04% | 343 |
|
|
2021
Q1 | $1.4M | Buy |
+5,657
| New | +$1.4M | 0.04% | 334 |
|