Epoch Investment Partners’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $22.4M | Sell |
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|
2023
Q3 | $25.7M | Sell |
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|
2023
Q2 | $33.7M | Sell |
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|
2023
Q1 | $45M | Sell |
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|
2022
Q4 | $59.7M | Buy |
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|
2022
Q3 | $1.42M | Hold |
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|
2022
Q2 | $1.51M | Sell |
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|
2022
Q1 | $1.9M | Hold |
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|
2021
Q4 | $1.73M | Hold |
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|
2021
Q3 | $1.58M | Hold |
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|
2021
Q2 | $1.59M | Hold |
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|
2021
Q1 | $1.56M | Hold |
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|
2020
Q4 | $1.48M | Hold |
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|
2020
Q3 | $1.25M | Hold |
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|
2020
Q2 | $1.3M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $24.1M | Sell |
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|
2018
Q4 | $27.2M | Buy |
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|
2018
Q3 | $15.3M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $3.85M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $2.99M | Sell |
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|
2015
Q4 | $2.77M | Buy |
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