Everence Capital Management’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 | $836K | Sell |
2,460
-2,030
| -45% | -$690K | 0.05% | 257 |
|
|
2025
Q1 | $1.63M | Buy |
4,490
+1,650
| +58% | +$599K | 0.11% | 164 |
|
|
2024
Q4 | $1.03M | Hold |
2,840
| – | – | 0.07% | 225 |
|
|
2024
Q3 | $1.11M | Hold |
2,840
| – | – | 0.07% | 216 |
|
|
2024
Q2 | $1.04K | Hold |
2,840
| – | – | 0.07% | 220 |
|
|
2024
Q1 | $1.13K | Hold |
2,840
| – | – | 0.07% | 215 |
|
|
2023
Q4 | $1M | Hold |
2,840
| – | – | 0.07% | 230 |
|
|
2023
Q3 | $1.06K | Hold |
2,840
| – | – | 0.08% | 198 |
|
|
2023
Q2 | $966K | Hold |
2,840
| – | – | 0.08% | 211 |
|
|
2023
Q1 | $1.02K | Hold |
2,840
| – | – | 0.08% | 213 |
|
|
2022
Q4 | $941 | Buy |
+2,840
| New | +$941 | 0.08% | 208 |
|
|
2020
Q4 | – | Sell |
-1,880
| Closed | -$371K | – | 707 |
|
|
2020
Q3 | $371K | Hold |
1,880
| – | – | 0.04% | 394 |
|
|
2020
Q2 | $373K | Hold |
1,880
| – | – | 0.04% | 388 |
|
|
2020
Q1 | $362K | Hold |
1,880
| – | – | 0.05% | 331 |
|
|
2019
Q4 | $520K | Buy |
+1,880
| New | +$520K | 0.08% | 276 |
|
|
2019
Q1 | – | Sell |
-2,020
| Closed | -$440K | – | 629 |
|
|
2018
Q4 | $440K | Hold |
2,020
| – | – | 0.1% | 219 |
|
|
2018
Q3 | $462K | Hold |
2,020
| – | – | 0.09% | 239 |
|
|
2018
Q2 | $466K | Hold |
2,020
| – | – | 0.1% | 234 |
|
|
2018
Q1 | $519K | Hold |
2,020
| – | – | 0.11% | 210 |
|
|
2017
Q4 | $447K | Buy |
+2,020
| New | +$447K | 0.1% | 236 |
|