Dimensional Fund Advisors’s Everest Group EG Stock Holding History

Dimensional Fund Advisors’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	$136M	Sell	414,923 -14,469	-3%	-$4.76M	0.03%	856
2025 Q4	$146M	Sell	429,392 -43,597	-9%	-$14.4M	0.03%	789
2025 Q3	$166M	Buy	472,989 +8,387	+2%	+$2.83M	0.04%	672
2025 Q2	$158M	Sell	464,602 -82,057	-15%	-$28.3M	0.04%	664
2025 Q1	$199M	Sell	546,659 -25,473	-4%	-$9M	0.05%	477
2024 Q4	$207M	Buy	572,132 +13,138	+2%	+$4.92M	0.05%	466
2024 Q3	$219M	Buy	558,994 +23,873	+4%	+$9.09M	0.05%	435
2024 Q2	$204M	Buy	535,121 +38,254	+8%	+$14.5M	0.05%	434
2024 Q1	$198M	Buy	496,867 +5,921	+1%	+$2.22M	0.05%	450
2023 Q4	$174M	Buy	490,946 +24,125	+5%	+$9.34M	0.05%	490
2023 Q3	$174M	Sell	466,821 -65,395	-12%	-$23.7M	0.06%	404
2023 Q2	$182M	Sell	532,216 -107,807	-17%	-$38.9M	0.06%	378
2023 Q1	$229M	Sell	640,023 -17,505	-3%	-$6.29M	0.08%	259
2022 Q4	$218K	Sell	657,528 -31,718	-5%	-$9.88M	0.06%	285
2022 Q3	$181M	Buy	689,246 +17,518	+3%	+$4.74M	0.07%	326
2022 Q2	$188M	Buy	671,728 +10,256	+2%	+$2.9M	0.07%	326
2022 Q1	$199M	Buy	661,472 +27,045	+4%	+$7.77M	0.06%	360
2021 Q4	$174M	Sell	634,427 -2,532	-0.4%	-$684K	0.05%	464
2021 Q3	$160M	Buy	636,959 +29,396	+5%	+$7.54M	0.05%	479
2021 Q2	$153M	Buy	607,563 +51,775	+9%	+$13.5M	0.05%	508
2021 Q1	$138M	Buy	555,788 +19,068	+4%	+$4.54M	0.05%	560
2020 Q4	$126M	Buy	536,720 +69,751	+15%	+$15.4M	0.05%	561
2020 Q3	$92.3M	Buy	466,969 +21,713	+5%	+$4.65M	0.04%	645
2020 Q2	$91.8M	Buy	445,256 +29,059	+7%	+$5.66M	0.04%	624
2020 Q1	$80.1M	Sell	416,197 -6,737	-2%	-$1.72M	0.04%	585
2019 Q4	$117M	Sell	422,934 -10,917	-3%	-$2.88M	0.04%	608
2019 Q3	$115M	Sell	433,851 -1,288	-0.3%	-$325K	0.04%	563
2019 Q2	$108M	Sell	435,139 -31,345	-7%	-$7.52M	0.04%	616
2019 Q1	$101M	Buy	466,484 +16,165	+4%	+$3.52M	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%	+$12.5M	0.05%	561
2018 Q2	$107M	Sell	465,056 -11,631	-2%	-$2.73M	0.04%	600
2018 Q1	$122M	Sell	476,687 -26,069	-5%	-$6.26M	0.05%	484
2017 Q4	$111M	Sell	502,756 -67,832	-12%	-$15.3M	0.05%	544
2017 Q3	$130M	Buy	570,588 +574	+0.1%	+$145K	0.06%	410
2017 Q2	$145M	Buy	570,014 +12,912	+2%	+$3.19M	0.07%	317
2017 Q1	$130M	Sell	557,102 -341	-0.1%	-$77.9K	0.06%	371
2016 Q4	$121M	Sell	557,443 -52,615	-9%	-$10.8M	0.06%	390
2016 Q3	$116M	Sell	610,058 -3,954	-0.6%	-$743K	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%	-$2.68M	0.07%	274
2015 Q4	$116M	Sell	635,907 -119,016	-16%	-$21.6M	0.07%	279
2015 Q3	$131M	Buy	754,923 +1,808	+0.2%	+$327K	0.09%	229
2015 Q2	$137M	Sell	753,115 -23,489	-3%	-$4.27M	0.08%	236
2015 Q1	$135M	Buy	776,604 +92,041	+13%	+$16.2M	0.09%	236
2014 Q4	$117M	Buy	684,563 +46,126	+7%	+$7.78M	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%	-$3.77M	0.07%	332
2014 Q1	$93M	Buy	607,919 +72,027	+13%	+$10.6M	0.07%	312
2013 Q4	$83.5M	Sell	535,892 -72,502	-12%	-$11.1M	0.07%	334
2013 Q3	$88.5M	Buy	608,394 +3,864	+0.6%	+$524K	0.08%	270
2013 Q2	$77.5M	Buy	+604,530	New	+$78.2M	0.07%	285