Fidelity Investments’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 | $32.7M | Sell |
100,010
-4,605
| -4% | -$1.52M | ﹤0.01% | 1592 |
|
|
2025
Q4 | $35.5M | Sell |
104,615
-36,339
| -26% | -$12M | ﹤0.01% | 1564 |
|
|
2025
Q3 | $49.4M | Buy |
140,954
+14,928
| +12% | +$5.04M | ﹤0.01% | 1442 |
|
|
2025
Q2 | $42.8M | Sell |
126,026
-187,483
| -60% | -$64.7M | ﹤0.01% | 1452 |
|
|
2025
Q1 | $114M | Sell |
313,509
-57,257
| -15% | -$20.2M | 0.01% | 1034 |
|
|
2024
Q4 | $134M | Sell |
370,766
-40,095
| -10% | -$15M | 0.01% | 986 |
|
|
2024
Q3 | $161M | Buy |
410,861
+72,822
| +22% | +$27.7M | 0.01% | 905 |
|
|
2024
Q2 | $129M | Sell |
338,039
-74,052
| -18% | -$28M | 0.01% | 950 |
|
|
2024
Q1 | $164M | Sell |
412,091
-23,348
| -5% | -$8.75M | 0.01% | 870 |
|
|
2023
Q4 | $154M | Sell |
435,439
-100,829
| -19% | -$39M | 0.01% | 852 |
|
|
2023
Q3 | $199M | Buy |
536,268
+150,404
| +39% | +$54.6M | 0.02% | 703 |
|
|
2023
Q2 | $132M | Sell |
385,864
-88,458
| -19% | -$31.9M | 0.01% | 889 |
|
|
2023
Q1 | $170M | Buy |
474,322
+413,644
| +682% | +$149M | 0.02% | 770 |
|
|
2022
Q4 | $20.1M | Buy |
60,678
+22,824
| +60% | +$7.11M | ﹤0.01% | 1611 |
|
|
2022
Q3 | $9.93M | Sell |
37,854
-17,738
| -32% | -$4.8M | ﹤0.01% | 1900 |
|
|
2022
Q2 | $15.6M | Sell |
55,592
-4,102
| -7% | -$1.16M | ﹤0.01% | 1759 |
|
|
2022
Q1 | $18M | Buy |
59,694
+37,206
| +165% | +$10.7M | ﹤0.01% | 1829 |
|
|
2021
Q4 | $6.16M | Buy |
22,488
+2,145
| +11% | +$580K | ﹤0.01% | 2294 |
|
|
2021
Q3 | $5.1M | Buy |
20,343
+1,828
| +10% | +$469K | ﹤0.01% | 2364 |
|
|
2021
Q2 | $4.67M | Sell |
18,515
-58
| -0.3% | -$15.1K | ﹤0.01% | 2348 |
|
|
2021
Q1 | $4.6M | Sell |
18,573
-1,408
| -7% | -$335K | ﹤0.01% | 2283 |
|
|
2020
Q4 | $4.68M | Sell |
19,981
-2,627
| -12% | -$580K | ﹤0.01% | 2198 |
|
|
2020
Q3 | $4.47M | Sell |
22,608
-2,814
| -11% | -$602K | ﹤0.01% | 2103 |
|
|
2020
Q2 | $5.24M | Sell |
25,422
-5,033
| -17% | -$980K | ﹤0.01% | 2035 |
|
|
2020
Q1 | $5.86M | Buy |
30,455
+6,093
| +25% | +$1.56M | ﹤0.01% | 1878 |
|
|
2019
Q4 | $6.75M | Buy |
24,362
+1,490
| +7% | +$393K | ﹤0.01% | 1976 |
|
|
2019
Q3 | $6.09M | Sell |
22,872
-871
| -4% | -$220K | ﹤0.01% | 1991 |
|
|
2019
Q2 | $5.87M | Buy |
23,743
+2,040
| +9% | +$489K | ﹤0.01% | 2047 |
|
|
2019
Q1 | $4.69M | Sell |
21,703
-19,949
| -48% | -$4.34M | ﹤0.01% | 2102 |
|
|
2018
Q4 | $9.07M | Buy |
41,652
+17,480
| +72% | +$3.81M | ﹤0.01% | 1835 |
|
|
2018
Q3 | $5.52M | Sell |
24,172
-19,535
| -45% | -$4.37M | ﹤0.01% | 2122 |
|
|
2018
Q2 | $10.1M | Buy |
43,707
+10,727
| +33% | +$2.52M | ﹤0.01% | 1938 |
|
|
2018
Q1 | $8.47M | Buy |
32,980
+24,868
| +307% | +$5.97M | ﹤0.01% | 2005 |
|
|
2017
Q4 | $1.79M | Sell |
8,112
-11,156
| -58% | -$2.52M | ﹤0.01% | 2369 |
|
|
2017
Q3 | $4.4M | Sell |
19,268
-29,639
| -61% | -$7.47M | ﹤0.01% | 2183 |
|
|
2017
Q2 | $12.5M | Buy |
+48,907
| New | +$12.1M | ﹤0.01% | 1865 |
|
|
2017
Q1 | – | Sell |
-3,241
| Closed | -$701K | – | 2664 |
|
|
2016
Q4 | $701K | Hold |
3,241
| – | – | ﹤0.01% | 2515 |
|
|
2016
Q3 | $616K | Hold |
3,241
| – | – | ﹤0.01% | 2518 |
|
|
2016
Q2 | $592K | Hold |
3,241
| – | – | ﹤0.01% | 2531 |
|
|
2016
Q1 | $640K | Hold |
3,241
| – | – | ﹤0.01% | 2526 |
|
|
2015
Q4 | $593K | Buy |
3,241
+41
| +1% | +$7.45K | ﹤0.01% | 2585 |
|
|
2015
Q3 | $555K | Sell |
3,200
-17,074
| -84% | -$3.09M | ﹤0.01% | 2580 |
|
|
2015
Q2 | $3.69M | Sell |
20,274
-69,475
| -77% | -$12.6M | ﹤0.01% | 2321 |
|
|
2015
Q1 | $15.6M | Sell |
89,749
-26,804
| -23% | -$4.71M | ﹤0.01% | 1833 |
|
|
2014
Q4 | $19.8M | Sell |
116,553
-209,764
| -64% | -$35.4M | ﹤0.01% | 1729 |
|
|
2014
Q3 | $52.9M | Sell |
326,317
-112,633
| -26% | -$18.2M | 0.01% | 1282 |
|
|
2014
Q2 | $70.4M | Sell |
438,950
-321,947
| -42% | -$51M | 0.01% | 1191 |
|
|
2014
Q1 | $116M | Sell |
760,897
-524,307
| -41% | -$77.4M | 0.02% | 899 |
|
|
2013
Q4 | $200M | Buy |
1,285,204
+390,759
| +44% | +$59.7M | 0.03% | 632 |
|
|
2013
Q3 | $130M | Sell |
894,445
-239,694
| -21% | -$32.5M | 0.02% | 825 |
|
|
2013
Q2 | $145M | Buy |
+1,134,139
| New | +$147M | 0.02% | 729 |
|
Other funds holding EG
VCM
VPM
VVP
