CI Investments Inc’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-356
| Closed | -$125K | – | 825 |
|
|
2025
Q3 | $125K | Buy |
356
+22
| +7% | +$7.43K | ﹤0.01% | 829 |
|
|
2025
Q2 | $114K | Buy |
334
+63
| +23% | +$21.7K | ﹤0.01% | 875 |
|
|
2025
Q1 | $98K | Buy |
271
+17
| +7% | +$6.01K | ﹤0.01% | 919 |
|
|
2024
Q4 | $92K | Sell |
254
-57
| -18% | -$21.3K | ﹤0.01% | 953 |
|
|
2024
Q3 | $122K | Buy |
311
+83
| +36% | +$31.6K | ﹤0.01% | 801 |
|
|
2024
Q2 | $87K | Sell |
228
-329
| -59% | -$124K | ﹤0.01% | 856 |
|
|
2024
Q1 | $221K | Sell |
557
-485
| -47% | -$182K | ﹤0.01% | 675 |
|
|
2023
Q4 | $368K | Buy |
1,042
+415
| +66% | +$161K | ﹤0.01% | 491 |
|
|
2023
Q3 | $233K | Buy |
627
+447
| +248% | +$162K | ﹤0.01% | 590 |
|
|
2023
Q2 | $62K | Buy |
180
+95
| +112% | +$34.3K | ﹤0.01% | 901 |
|
|
2023
Q1 | $30K | Buy |
85
+83
| +4,150% | +$29.8K | ﹤0.01% | 1008 |
|
|
2022
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 1167 |
|
|
2022
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 1185 |
|
|
2022
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 1195 |
|
|
2022
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 1252 |
|
|
2021
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 1222 |
|
|
2021
Q3 | $1K | Buy |
+2
| New | +$513 | ﹤0.01% | 1194 |
|
|
2020
Q4 | – | Sell |
-448
| Closed | -$88K | – | 989 |
|
|
2020
Q3 | $88K | Sell |
448
-49
| -10% | -$10.5K | ﹤0.01% | 676 |
|
|
2020
Q2 | $102K | Buy |
497
+121
| +32% | +$23.6K | ﹤0.01% | 587 |
|
|
2020
Q1 | $72K | Sell |
376
-214
| -36% | -$54.6K | ﹤0.01% | 549 |
|
|
2019
Q4 | $163K | Sell |
590
-47
| -7% | -$12.4K | ﹤0.01% | 574 |
|
|
2019
Q3 | $169K | Buy |
+637
| New | +$161K | ﹤0.01% | 553 |
|
Other funds holding EG
VVP
AGA