CAM
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Cresset Asset Management’s Everest Group EG Stock Holding History

Cresset Asset Management’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
2024
Q4 		– Sell
-1,588
Closed -$622K – 1890
2024
Q3 		$622K Buy
1,588
+86
+6% +$32.8K ﹤0.01% 1401
2024
Q2 		$572K Buy
1,502
+138
+10% +$52.2K ﹤0.01% 1379
2024
Q1 		$542K Buy
1,364
+219
+19% +$82.1K ﹤0.01% 1305
2023
Q4 		$405K Buy
1,145
+295
+35% +$114K ﹤0.01% 1332
2023
Q3 		$316K Sell
850
-57
-6% -$20.7K ﹤0.01% 1421
2023
Q2 		$310K Buy
+907
New +$328K ﹤0.01% 1507
2019
Q2 		– Sell
-183
Closed -$40K – 814
2019
Q1 		$40K Buy
183
+95
+108% +$20.7K ﹤0.01% 844
2018
Q4 		$19K Buy
+88
New +$19.2K ﹤0.01% 716

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CIP
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