Corient Private Wealth
EG icon

Corient Private Wealth’s Everest Group EG Stock Holding History

Corient Private Wealth’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.1M Sell
34,105
-21,157
-38% -$6.96M 0.02% 588
2025
Q4 		$12M Buy
55,262
+35,200
+175% +$11.6M 0.01% 715
2025
Q3 		$7.03M Buy
20,062
+1,005
+5% +$339K 0.01% 605
2025
Q2 		$6.48M Sell
19,057
-5,667
-23% -$1.96M 0.01% 634
2025
Q1 		$8.98M Sell
24,724
-1,618
-6% -$572K 0.01% 540
2024
Q4 		$9.54M Sell
26,342
-1,954
-7% -$732K 0.02% 525
2024
Q3 		$11.1M Buy
28,296
+3,396
+14% +$1.29M 0.02% 529
2024
Q2 		$9.49M Buy
24,900
+7,006
+39% +$2.65M 0.02% 543
2024
Q1 		$7.11M Sell
17,894
-2,296
-11% -$861K 0.01% 611
2023
Q4 		$7.14M Buy
20,190
+1,456
+8% +$564K 0.01% 609
2023
Q3 		$6.96M Sell
18,734
-378
-2% -$137K 0.02% 563
2023
Q2 		$6.53M Sell
19,112
-687
-3% -$248K 0.02% 561
2023
Q1 		$7.09M Buy
19,799
+644
+3% +$231K 0.02% 498
2022
Q4 		$6.35M Buy
+19,155
New +$5.97M 0.02% 441

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