Cresset Asset Management’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,588
| Closed | -$622K | – | 1775 |
|
|
2024
Q3 | $622K | Buy |
1,588
+86
| +6% | +$33.7K | ﹤0.01% | 1373 |
|
|
2024
Q2 | $572K | Buy |
1,502
+138
| +10% | +$52.6K | ﹤0.01% | 1344 |
|
|
2024
Q1 | $542K | Buy |
1,364
+219
| +19% | +$87.1K | ﹤0.01% | 1287 |
|
|
2023
Q4 | $405K | Buy |
1,145
+295
| +35% | +$104K | ﹤0.01% | 1309 |
|
|
2023
Q3 | $316K | Sell |
850
-57
| -6% | -$21.2K | ﹤0.01% | 1384 |
|
|
2023
Q2 | $310K | Buy |
+907
| New | +$310K | ﹤0.01% | 1372 |
|
|
2019
Q2 | – | Sell |
-183
| Closed | -$40K | – | 814 |
|
|
2019
Q1 | $40K | Buy |
183
+95
| +108% | +$20.8K | ﹤0.01% | 844 |
|
|
2018
Q4 | $19K | Buy |
+88
| New | +$19K | ﹤0.01% | 716 |
|