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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.29M | Sell |
13,130
-93,563
| -88% | -$30.8M | ﹤0.01% | 2435 |
|
|
2025
Q4 | $36.2M | Sell |
106,693
-46,641
| -30% | -$15.4M | 0.01% | 893 |
|
|
2025
Q3 | $53.7M | Sell |
153,334
-15,313
| -9% | -$5.17M | 0.02% | 741 |
|
|
2025
Q2 | $57.3M | Sell |
168,647
-4,071
| -2% | -$1.4M | 0.02% | 697 |
|
|
2025
Q1 | $62.8M | Buy |
172,718
+18,780
| +12% | +$6.64M | 0.02% | 624 |
|
|
2024
Q4 | $55.8M | Buy |
153,938
+119,944
| +353% | +$44.9M | 0.02% | 656 |
|
|
2024
Q3 | $13.3M | Buy |
33,994
+1,973
| +6% | +$752K | ﹤0.01% | 1433 |
|
|
2024
Q2 | $12.2M | Sell |
32,021
-4,047
| -11% | -$1.53M | ﹤0.01% | 1423 |
|
|
2024
Q1 | $14.3M | Sell |
36,068
-151
| -0.4% | -$56.6K | 0.01% | 1301 |
|
|
2023
Q4 | $12.8M | Buy |
36,219
+17,241
| +91% | +$6.68M | 0.01% | 1293 |
|
|
2023
Q3 | $7.05M | Sell |
18,978
-25,224
| -57% | -$9.15M | ﹤0.01% | 1597 |
|
|
2023
Q2 | $15.1M | Sell |
44,202
-1,554,575
| -97% | -$561M | 0.01% | 1068 |
|
|
2023
Q1 | $15.8M | Buy |
1,598,777
+1,550,491
| +3,211% | +$557M | 0.01% | 1012 |
|
|
2022
Q4 | $16M | Buy |
48,286
+1,620
| +3% | +$505K | 0.01% | 968 |
|
|
2022
Q3 | $12.2M | Buy |
46,666
+21,348
| +84% | +$5.78M | 0.01% | 1033 |
|
|
2022
Q2 | $7.1M | Buy |
25,318
+5,341
| +27% | +$1.51M | ﹤0.01% | 1323 |
|
|
2022
Q1 | $6.02M | Sell |
19,977
-7,779
| -28% | -$2.23M | ﹤0.01% | 1487 |
|
|
2021
Q4 | $7.6M | Buy |
27,756
+3,493
| +14% | +$944K | ﹤0.01% | 1349 |
|
|
2021
Q3 | $6.08M | Sell |
24,263
-1,956
| -7% | -$502K | ﹤0.01% | 1409 |
|
|
2021
Q2 | $6.61M | Buy |
26,219
+1,177
| +5% | +$306K | ﹤0.01% | 1354 |
|
|
2021
Q1 | $6.21M | Sell |
25,042
-700
| -3% | -$167K | ﹤0.01% | 1307 |
|
|
2020
Q4 | $6.03M | Buy |
25,742
+837
| +3% | +$185K | ﹤0.01% | 1182 |
|
|
2020
Q3 | $4.92M | Sell |
24,905
-3,468
| -12% | -$742K | ﹤0.01% | 1181 |
|
|
2020
Q2 | $5.85M | Buy |
28,373
+279
| +1% | +$54.3K | 0.01% | 1052 |
|
|
2020
Q1 | $5.41M | Buy |
28,094
+8,273
| +42% | +$2.11M | 0.01% | 954 |
|
|
2019
Q4 | $5.49M | Buy |
19,821
+613
| +3% | +$162K | 0.01% | 1085 |
|
|
2019
Q3 | $5.11M | Buy |
19,208
+2,624
| +16% | +$663K | 0.01% | 1053 |
|
|
2019
Q2 | $4.1M | Buy |
16,584
+155
| +0.9% | +$37.2K | 0.01% | 1165 |
|
|
2019
Q1 | $3.55M | Sell |
16,429
-1,910
| -10% | -$416K | ﹤0.01% | 1184 |
|
|
2018
Q4 | $3.99M | Buy |
+18,339
| New | +$3.99M | 0.01% | 995 |
|
|
2018
Q3 | – | Sell |
-2,443
| Closed | -$562K | – | 1622 |
|
|
2018
Q2 | $562K | Buy |
2,443
+107
| +5% | +$25.1K | ﹤0.01% | 1267 |
|
|
2018
Q1 | $586K | Sell |
2,336
-1,089
| -32% | -$261K | ﹤0.01% | 1149 |
|
|
2017
Q4 | $758K | Buy |
3,425
+2,297
| +204% | +$518K | ﹤0.01% | 1316 |
|
|
2017
Q3 | $258K | Sell |
1,128
-63
| -5% | -$15.9K | ﹤0.01% | 1727 |
|
|
2017
Q2 | $304K | Sell |
1,191
-5,185
| -81% | -$1.28M | ﹤0.01% | 1714 |
|
|
2017
Q1 | $1.49M | Buy |
6,376
+5,429
| +573% | +$1.24M | ﹤0.01% | 1050 |
|
|
2016
Q4 | $203K | Sell |
947
-206
| -18% | -$42.5K | ﹤0.01% | 1885 |
|
|
2016
Q3 | $219K | Sell |
1,153
-33
| -3% | -$6.21K | ﹤0.01% | 1982 |
|
|
2016
Q2 | $217K | Sell |
1,186
-866
| -42% | -$159K | ﹤0.01% | 2045 |
|
|
2016
Q1 | $405K | Sell |
2,052
-449
| -18% | -$83K | ﹤0.01% | 1736 |
|
|
2015
Q4 | $458K | Buy |
2,501
+290
| +13% | +$52.7K | ﹤0.01% | 1639 |
|
|
2015
Q3 | $383K | Buy |
2,211
+59
| +3% | +$10.7K | ﹤0.01% | 1725 |
|
|
2015
Q2 | $392K | Sell |
2,152
-1,176
| -35% | -$214K | ﹤0.01% | 1832 |
|
|
2015
Q1 | $579K | Buy |
3,328
+2,902
| +681% | +$510K | ﹤0.01% | 1510 |
|
|
2014
Q4 | $73K | Sell |
426
-37
| -8% | -$6.24K | ﹤0.01% | 1273 |
|
|
2014
Q3 | $75K | Buy |
463
+9
| +2% | +$1.46K | ﹤0.01% | 1380 |
|
|
2014
Q2 | $73K | Buy |
454
+55
| +14% | +$8.7K | ﹤0.01% | 1314 |
|
|
2014
Q1 | $61K | Buy |
399
+54
| +16% | +$7.98K | ﹤0.01% | 1289 |
|
|
2013
Q4 | $54K | Buy |
345
+58
| +20% | +$8.86K | ﹤0.01% | 1192 |
|
|
2013
Q3 | $42K | Buy |
287
+60
| +26% | +$8.13K | ﹤0.01% | 1249 |
|
|
2013
Q2 | $29K | Buy |
+227
| New | +$29.4K | ﹤0.01% | 1316 |
|
Other funds holding EG
VCM
VPM
VVP
