Coldstream Capital Management’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
Q2 | $227K | Sell |
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|
2025
Q1 | $280K | Sell |
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|
2024
Q4 | $345K | Buy |
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|
2024
Q3 | $272K | Buy |
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|
2024
Q2 | $238K | Buy |
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|
2024
Q1 | $215K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $230K | Buy |
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|
2018
Q2 | $230K | Sell |
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|
2018
Q1 | $258K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $219K | Hold |
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|
2017
Q2 | $244K | Buy |
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|
2017
Q1 | $207K | Buy |
|