Convergence Investment Partners’s Everest Group EG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-560	Closed	-$208K	–	199
2023 Q3	$208K	Buy	+560	New	+$203K	0.12%	152
2022 Q2	–	Sell	-719	Closed	-$217K	–	223
2022 Q1	$217K	Buy	+719	New	+$207K	0.11%	175
2020 Q2	–	Sell	-2,764	Closed	-$532K	–	222
2020 Q1	$532K	Buy	+2,764	New	+$706K	0.23%	134
2018 Q2	–	Sell	-20	Closed	-$5K	–	491
2018 Q1	$5K	Buy	+20	New	+$4.8K	﹤0.01%	821
2017 Q3	–	Sell	-7,624	Closed	-$1.94M	–	345
2017 Q2	$1.94M	Buy	7,624 +1,424	+23%	+$351K	0.28%	135
2017 Q1	$1.45M	Buy	+6,200	New	+$1.42M	0.2%	193
2015 Q1	–	Sell	-9,609	Closed	-$1.64M	–	373
2014 Q4	$1.64M	Sell	9,609 -9,693	-50%	-$1.64M	0.22%	161
2014 Q3	$3.13M	Buy	19,302 +1,928	+11%	+$312K	0.43%	67
2014 Q2	$2.79M	Sell	17,374 -3,641	-17%	-$576K	0.37%	85
2014 Q1	$3.22M	Buy	21,015 +3,913	+23%	+$578K	0.49%	50
2013 Q4	$2.67M	Buy	17,102 +2,512	+17%	+$384K	0.43%	71
2013 Q3	$2.12M	Buy	+14,590	New	+$1.98M	0.45%	80