Dimensional Fund Advisors’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 | $158M | Sell |
464,602
-82,057
| -15% | -$27.9M | 0.04% | 664 |
|
|
2025
Q1 | $199M | Sell |
546,659
-25,473
| -4% | -$9.25M | 0.05% | 477 |
|
|
2024
Q4 | $207M | Buy |
572,132
+13,138
| +2% | +$4.76M | 0.05% | 466 |
|
|
2024
Q3 | $219M | Buy |
558,994
+23,873
| +4% | +$9.35M | 0.05% | 435 |
|
|
2024
Q2 | $204M | Buy |
535,121
+38,254
| +8% | +$14.6M | 0.05% | 434 |
|
|
2024
Q1 | $198M | Buy |
496,867
+5,921
| +1% | +$2.35M | 0.05% | 450 |
|
|
2023
Q4 | $174M | Buy |
490,946
+24,125
| +5% | +$8.53M | 0.05% | 490 |
|
|
2023
Q3 | $174M | Sell |
466,821
-65,395
| -12% | -$24.3M | 0.06% | 404 |
|
|
2023
Q2 | $182M | Sell |
532,216
-107,807
| -17% | -$36.9M | 0.06% | 378 |
|
|
2023
Q1 | $229M | Sell |
640,023
-17,505
| -3% | -$6.27M | 0.08% | 259 |
|
|
2022
Q4 | $218K | Sell |
657,528
-31,718
| -5% | -$10.5K | 0.06% | 285 |
|
|
2022
Q3 | $181M | Buy |
689,246
+17,518
| +3% | +$4.6M | 0.07% | 326 |
|
|
2022
Q2 | $188M | Buy |
671,728
+10,256
| +2% | +$2.87M | 0.07% | 326 |
|
|
2022
Q1 | $199M | Buy |
661,472
+27,045
| +4% | +$8.15M | 0.06% | 360 |
|
|
2021
Q4 | $174M | Sell |
634,427
-2,532
| -0.4% | -$694K | 0.05% | 464 |
|
|
2021
Q3 | $160M | Buy |
636,959
+29,396
| +5% | +$7.37M | 0.05% | 479 |
|
|
2021
Q2 | $153M | Buy |
607,563
+51,775
| +9% | +$13M | 0.05% | 508 |
|
|
2021
Q1 | $138M | Buy |
555,788
+19,068
| +4% | +$4.73M | 0.05% | 560 |
|
|
2020
Q4 | $126M | Buy |
536,720
+69,751
| +15% | +$16.3M | 0.05% | 561 |
|
|
2020
Q3 | $92.3M | Buy |
466,969
+21,713
| +5% | +$4.29M | 0.04% | 645 |
|
|
2020
Q2 | $91.8M | Buy |
445,256
+29,059
| +7% | +$5.99M | 0.04% | 624 |
|
|
2020
Q1 | $80.1M | Sell |
416,197
-6,737
| -2% | -$1.3M | 0.04% | 585 |
|
|
2019
Q4 | $117M | Sell |
422,934
-10,917
| -3% | -$3.02M | 0.04% | 608 |
|
|
2019
Q3 | $115M | Sell |
433,851
-1,288
| -0.3% | -$343K | 0.04% | 563 |
|
|
2019
Q2 | $108M | Sell |
435,139
-31,345
| -7% | -$7.75M | 0.04% | 616 |
|
|
2019
Q1 | $101M | Buy |
466,484
+16,165
| +4% | +$3.49M | 0.04% | 655 |
|
|
2018
Q4 | $98.1M | Sell |
450,319
-70,767
| -14% | -$15.4M | 0.04% | 570 |
|
|
2018
Q3 | $119M | Buy |
521,086
+56,030
| +12% | +$12.8M | 0.05% | 561 |
|
|
2018
Q2 | $107M | Sell |
465,056
-11,631
| -2% | -$2.68M | 0.04% | 600 |
|
|
2018
Q1 | $122M | Sell |
476,687
-26,069
| -5% | -$6.7M | 0.05% | 484 |
|
|
2017
Q4 | $111M | Sell |
502,756
-67,832
| -12% | -$15M | 0.05% | 544 |
|
|
2017
Q3 | $130M | Buy |
570,588
+574
| +0.1% | +$131K | 0.06% | 410 |
|
|
2017
Q2 | $145M | Buy |
570,014
+12,912
| +2% | +$3.29M | 0.07% | 317 |
|
|
2017
Q1 | $130M | Sell |
557,102
-341
| -0.1% | -$79.7K | 0.06% | 371 |
|
|
2016
Q4 | $121M | Sell |
557,443
-52,615
| -9% | -$11.4M | 0.06% | 390 |
|
|
2016
Q3 | $116M | Sell |
610,058
-3,954
| -0.6% | -$751K | 0.06% | 371 |
|
|
2016
Q2 | $112M | Sell |
614,012
-7,371
| -1% | -$1.35M | 0.06% | 338 |
|
|
2016
Q1 | $123M | Sell |
621,383
-14,524
| -2% | -$2.87M | 0.07% | 274 |
|
|
2015
Q4 | $116M | Sell |
635,907
-119,016
| -16% | -$21.8M | 0.07% | 279 |
|
|
2015
Q3 | $131M | Buy |
754,923
+1,808
| +0.2% | +$313K | 0.09% | 229 |
|
|
2015
Q2 | $137M | Sell |
753,115
-23,489
| -3% | -$4.28M | 0.08% | 236 |
|
|
2015
Q1 | $135M | Buy |
776,604
+92,041
| +13% | +$16M | 0.09% | 236 |
|
|
2014
Q4 | $117M | Buy |
684,563
+46,126
| +7% | +$7.86M | 0.08% | 265 |
|
|
2014
Q3 | $103M | Buy |
638,437
+54,337
| +9% | +$8.8M | 0.07% | 286 |
|
|
2014
Q2 | $93.7M | Sell |
584,100
-23,819
| -4% | -$3.82M | 0.07% | 332 |
|
|
2014
Q1 | $93M | Buy |
607,919
+72,027
| +13% | +$11M | 0.07% | 312 |
|
|
2013
Q4 | $83.5M | Sell |
535,892
-72,502
| -12% | -$11.3M | 0.07% | 334 |
|
|
2013
Q3 | $88.5M | Buy |
608,394
+3,864
| +0.6% | +$562K | 0.08% | 270 |
|
|
2013
Q2 | $77.5M | Buy |
+604,530
| New | +$77.5M | 0.07% | 285 |
|