Chevy Chase Trust’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 | $6.55M | Sell |
20,051
-1,231
| -6% | -$405K | 0.02% | 480 |
|
|
2025
Q4 | $7.22M | Sell |
21,282
-124
| -0.6% | -$41K | 0.02% | 467 |
|
|
2025
Q3 | $7.5M | Sell |
21,406
-1,091
| -5% | -$368K | 0.02% | 456 |
|
|
2025
Q2 | $7.65M | Sell |
22,497
-132
| -0.6% | -$45.5K | 0.02% | 452 |
|
|
2025
Q1 | $8.22M | Buy |
22,629
+45
| +0.2% | +$15.9K | 0.03% | 437 |
|
|
2024
Q4 | $8.19M | Sell |
22,584
-647
| -3% | -$242K | 0.02% | 438 |
|
|
2024
Q3 | $9.1M | Sell |
23,231
-538
| -2% | -$205K | 0.03% | 427 |
|
|
2024
Q2 | $9.06M | Sell |
23,769
-307
| -1% | -$116K | 0.03% | 411 |
|
|
2024
Q1 | $9.57M | Sell |
24,076
-199
| -0.8% | -$74.6K | 0.03% | 411 |
|
|
2023
Q4 | $8.58M | Sell |
24,275
-123
| -0.5% | -$47.6K | 0.03% | 425 |
|
|
2023
Q3 | $9.07M | Buy |
24,398
+504
| +2% | +$183K | 0.04% | 383 |
|
|
2023
Q2 | $8.17M | Buy |
23,894
+1,136
| +5% | +$410K | 0.03% | 421 |
|
|
2023
Q1 | $8.15M | Buy |
22,758
+231
| +1% | +$83K | 0.03% | 421 |
|
|
2022
Q4 | $7.46M | Sell |
22,527
-1,537
| -6% | -$479K | 0.03% | 434 |
|
|
2022
Q3 | $6.32M | Buy |
24,064
+246
| +1% | +$66.6K | 0.03% | 457 |
|
|
2022
Q2 | $6.67M | Buy |
23,818
+147
| +0.6% | +$41.6K | 0.03% | 460 |
|
|
2022
Q1 | $7.13M | Buy |
23,671
+60
| +0.3% | +$17.2K | 0.02% | 475 |
|
|
2021
Q4 | $6.47M | Sell |
23,611
-871
| -4% | -$235K | 0.02% | 494 |
|
|
2021
Q3 | $6.14M | Sell |
24,482
-1,060
| -4% | -$272K | 0.02% | 489 |
|
|
2021
Q2 | $6.44M | Sell |
25,542
-1,300
| -5% | -$338K | 0.02% | 489 |
|
|
2021
Q1 | $6.65M | Sell |
26,842
-2,314
| -8% | -$551K | 0.02% | 488 |
|
|
2020
Q4 | $6.82M | Buy |
29,156
+331
| +1% | +$73.1K | 0.02% | 462 |
|
|
2020
Q3 | $5.69M | Sell |
28,825
-2,524
| -8% | -$540K | 0.02% | 460 |
|
|
2020
Q2 | $6.46M | Sell |
31,349
-2,485
| -7% | -$484K | 0.03% | 447 |
|
|
2020
Q1 | $6.51M | Sell |
33,834
-254
| -0.7% | -$64.9K | 0.03% | 418 |
|
|
2019
Q4 | $9.44M | Buy |
34,088
+50
| +0.1% | +$13.2K | 0.04% | 427 |
|
|
2019
Q3 | $9.06M | Buy |
34,038
+37
| +0.1% | +$9.34K | 0.04% | 422 |
|
|
2019
Q2 | $8.4M | Buy |
34,001
+897
| +3% | +$215K | 0.03% | 446 |
|
|
2019
Q1 | $7.8M | Sell |
33,104
-338
| -1% | -$73.6K | 0.03% | 455 |
|
|
2018
Q4 | $7.28M | Sell |
33,442
-736
| -2% | -$160K | 0.04% | 449 |
|
|
2018
Q3 | $7.81M | Sell |
34,178
-958
| -3% | -$214K | 0.03% | 461 |
|
|
2018
Q2 | $8.1M | Hold |
35,136
| – | – | 0.04% | 463 |
|
|
2018
Q1 | $9.02M | Sell |
35,136
-826
| -2% | -$198K | 0.04% | 435 |
|
|
2017
Q4 | $7.96M | Sell |
35,962
-219
| -0.6% | -$49.4K | 0.03% | 462 |
|
|
2017
Q3 | $8.26M | Buy |
36,181
+437
| +1% | +$110K | 0.04% | 448 |
|
|
2017
Q2 | $9.1M | Buy |
+35,744
| New | +$8.82M | 0.04% | 415 |
|
Other funds holding EG
VCM
VPM
VVP
