Envestnet Asset Management’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.3M | Sell |
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|
2025
Q1 | $62.8M | Buy |
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|
2024
Q4 | $55.8M | Buy |
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|
2024
Q3 | $13.3M | Buy |
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|
2024
Q2 | $12.2M | Sell |
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|
2024
Q1 | $14.3M | Sell |
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|
2023
Q4 | $12.8M | Buy |
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|
2023
Q3 | $7.05M | Sell |
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|
2023
Q2 | $15.1M | Sell |
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|
2023
Q1 | $15.8M | Buy |
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|
2022
Q4 | $16M | Buy |
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|
2022
Q3 | $12.2M | Buy |
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|
2022
Q2 | $7.1M | Buy |
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|
2022
Q1 | $6.02M | Sell |
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|
2021
Q4 | $7.6M | Buy |
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|
2021
Q3 | $6.08M | Sell |
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|
2021
Q2 | $6.61M | Buy |
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|
2021
Q1 | $6.21M | Sell |
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|
2020
Q4 | $6.03M | Buy |
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|
2020
Q3 | $4.92M | Sell |
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|
2020
Q2 | $5.85M | Buy |
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|
2020
Q1 | $5.41M | Buy |
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|
2019
Q4 | $5.49M | Buy |
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|
2019
Q3 | $5.11M | Buy |
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|
2019
Q2 | $4.1M | Buy |
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|
2019
Q1 | $3.55M | Sell |
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|
2018
Q4 | $3.99M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $562K | Buy |
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|
2018
Q1 | $586K | Sell |
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|
2017
Q4 | $758K | Buy |
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|
2017
Q3 | $258K | Sell |
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|
2017
Q2 | $304K | Sell |
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|
2017
Q1 | $1.49M | Buy |
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|
2016
Q4 | $203K | Sell |
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|
2016
Q3 | $219K | Sell |
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|
2016
Q2 | $217K | Sell |
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|
2016
Q1 | $405K | Sell |
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|
2015
Q4 | $458K | Buy |
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|
2015
Q3 | $383K | Buy |
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|
2015
Q2 | $392K | Sell |
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|
2015
Q1 | $579K | Buy |
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|
2014
Q4 | $73K | Sell |
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|
2014
Q3 | $75K | Buy |
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|
2014
Q2 | $73K | Buy |
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|
2014
Q1 | $61K | Buy |
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|
2013
Q4 | $54K | Buy |
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|
2013
Q3 | $42K | Buy |
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|
2013
Q2 | $29K | Buy |
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