Connor, Clark & Lunn Investment Management (CC&L)’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 | $2.44M | Buy |
+7,175
| New | +$2.44M | 0.01% | 808 |
|
2023
Q4 | – | Sell |
-8,473
| Closed | -$3.15M | – | 1421 |
|
2023
Q3 | $3.15M | Sell |
8,473
-8,896
| -51% | -$3.31M | 0.02% | 503 |
|
2023
Q2 | $5.94M | Buy |
17,369
+15,678
| +927% | +$5.36M | 0.03% | 360 |
|
2023
Q1 | $605K | Buy |
+1,691
| New | +$605K | ﹤0.01% | 835 |
|
2022
Q2 | – | Sell |
-737
| Closed | -$222K | – | 1090 |
|
2022
Q1 | $222K | Buy |
+737
| New | +$222K | ﹤0.01% | 926 |
|
2021
Q3 | – | Sell |
-10,621
| Closed | -$2.68M | – | 1097 |
|
2021
Q2 | $2.68M | Sell |
10,621
-6,195
| -37% | -$1.56M | 0.01% | 485 |
|
2021
Q1 | $4.17M | Sell |
16,816
-6,754
| -29% | -$1.67M | 0.02% | 401 |
|
2020
Q4 | $5.52M | Buy |
23,570
+10,180
| +76% | +$2.38M | 0.03% | 314 |
|
2020
Q3 | $2.65M | Sell |
13,390
-8,132
| -38% | -$1.61M | 0.02% | 424 |
|
2020
Q2 | $4.44M | Buy |
21,522
+12,697
| +144% | +$2.62M | 0.03% | 317 |
|
2020
Q1 | $1.7M | Buy |
+8,825
| New | +$1.7M | 0.02% | 444 |
|
2018
Q3 | – | Sell |
-60,575
| Closed | -$14M | – | 975 |
|
2018
Q2 | $14M | Sell |
60,575
-1,500
| -2% | -$346K | 0.08% | 178 |
|
2018
Q1 | $15.9M | Sell |
62,075
-11,025
| -15% | -$2.83M | 0.1% | 153 |
|
2017
Q4 | $16.2M | Buy |
73,100
+18,700
| +34% | +$4.14M | 0.09% | 156 |
|
2017
Q3 | $12.4M | Buy |
54,400
+46,500
| +589% | +$10.6M | 0.07% | 179 |
|
2017
Q2 | $2.01M | Buy |
7,900
+4,800
| +155% | +$1.22M | 0.01% | 388 |
|
2017
Q1 | $725K | Buy |
+3,100
| New | +$725K | ﹤0.01% | 551 |
|
2016
Q1 | – | Sell |
-4,002
| Closed | -$733K | – | 850 |
|
2015
Q4 | $733K | Sell |
4,002
-200
| -5% | -$36.6K | 0.01% | 489 |
|
2015
Q3 | $728K | Sell |
4,202
-4,000
| -49% | -$693K | 0.01% | 458 |
|
2015
Q2 | $1.49M | Hold |
8,202
| – | – | 0.01% | 276 |
|
2015
Q1 | $1.43M | Buy |
8,202
+1,000
| +14% | +$174K | 0.01% | 269 |
|
2014
Q4 | $1.23M | Buy |
7,202
+3,500
| +95% | +$596K | 0.01% | 282 |
|
2014
Q3 | $600K | Buy |
3,702
+1,400
| +61% | +$227K | ﹤0.01% | 369 |
|
2014
Q2 | $394K | Buy |
2,302
+100
| +5% | +$17.1K | ﹤0.01% | 420 |
|
2014
Q1 | $372K | Buy |
+2,202
| New | +$372K | ﹤0.01% | 536 |
|
2013
Q4 | – | Sell |
-1,800
| Closed | -$269K | – | 731 |
|
2013
Q3 | $269K | Hold |
1,800
| – | – | ﹤0.01% | 432 |
|
2013
Q2 | $244K | Buy |
+1,800
| New | +$244K | ﹤0.01% | 453 |
|