First Trust Advisors’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 | $39.9M | Buy |
121,949
+61,955
| +103% | +$20.4M | 0.03% | 672 |
|
|
2025
Q4 | $20.4M | Sell |
59,994
-282,373
| -82% | -$93.3M | 0.01% | 872 |
|
|
2025
Q3 | $120M | Sell |
342,367
-273,003
| -44% | -$92.2M | 0.09% | 268 |
|
|
2025
Q2 | $209M | Sell |
615,370
-276,620
| -31% | -$95.4M | 0.17% | 149 |
|
|
2025
Q1 | $324M | Buy |
891,990
+437,895
| +96% | +$155M | 0.29% | 71 |
|
|
2024
Q4 | $165M | Sell |
454,095
-285,839
| -39% | -$107M | 0.15% | 168 |
|
|
2024
Q3 | $290M | Buy |
739,934
+492,605
| +199% | +$188M | 0.28% | 88 |
|
|
2024
Q2 | $94.2M | Buy |
247,329
+48,480
| +24% | +$18.3M | 0.1% | 235 |
|
|
2024
Q1 | $79M | Buy |
198,849
+143,342
| +258% | +$53.7M | 0.08% | 284 |
|
|
2023
Q4 | $19.6M | Buy |
55,507
+38,469
| +226% | +$14.9M | 0.02% | 779 |
|
|
2023
Q3 | $6.33M | Sell |
17,038
-236,695
| -93% | -$85.9M | 0.01% | 1129 |
|
|
2023
Q2 | $86.7M | Sell |
253,733
-10,675
| -4% | -$3.86M | 0.1% | 270 |
|
|
2023
Q1 | $94.7M | Sell |
264,408
-30,075
| -10% | -$10.8M | 0.11% | 247 |
|
|
2022
Q4 | $97.6M | Sell |
294,483
-68,884
| -19% | -$21.5M | 0.12% | 244 |
|
|
2022
Q3 | $95.4M | Buy |
363,367
+26,430
| +8% | +$7.15M | 0.12% | 206 |
|
|
2022
Q2 | $94.4M | Buy |
336,937
+14,609
| +5% | +$4.13M | 0.12% | 230 |
|
|
2022
Q1 | $97.1M | Sell |
322,328
-6,740
| -2% | -$1.94M | 0.1% | 257 |
|
|
2021
Q4 | $90.1M | Buy |
329,068
+28,859
| +10% | +$7.8M | 0.09% | 277 |
|
|
2021
Q3 | $75.3M | Sell |
300,209
-3,330
| -1% | -$854K | 0.08% | 314 |
|
|
2021
Q2 | $76.5M | Sell |
303,539
-22,099
| -7% | -$5.75M | 0.08% | 325 |
|
|
2021
Q1 | $80.7M | Buy |
325,638
+66,961
| +26% | +$15.9M | 0.1% | 270 |
|
|
2020
Q4 | $60.6M | Sell |
258,677
-50,435
| -16% | -$11.1M | 0.08% | 342 |
|
|
2020
Q3 | $61.1M | Buy |
309,112
+18,790
| +6% | +$4.02M | 0.1% | 276 |
|
|
2020
Q2 | $59.9M | Buy |
290,322
+72,886
| +34% | +$14.2M | 0.1% | 245 |
|
|
2020
Q1 | $41.8M | Sell |
217,436
-44,289
| -17% | -$11.3M | 0.09% | 350 |
|
|
2019
Q4 | $72.5M | Buy |
261,725
+57,113
| +28% | +$15.1M | 0.12% | 215 |
|
|
2019
Q3 | $54.4M | Buy |
204,612
+56,875
| +38% | +$14.4M | 0.1% | 269 |
|
|
2019
Q2 | $36.5M | Sell |
147,737
-49,839
| -25% | -$12M | 0.07% | 370 |
|
|
2019
Q1 | $42.7M | Buy |
197,576
+60,506
| +44% | +$13.2M | 0.08% | 303 |
|
|
2018
Q4 | $29.8M | Sell |
137,070
-1,283
| -0.9% | -$279K | 0.07% | 359 |
|
|
2018
Q3 | $31.6M | Buy |
138,353
+17,439
| +14% | +$3.9M | 0.06% | 399 |
|
|
2018
Q2 | $27.9M | Buy |
120,914
+15,948
| +15% | +$3.74M | 0.06% | 416 |
|
|
2018
Q1 | $27M | Sell |
104,966
-123,486
| -54% | -$29.6M | 0.06% | 411 |
|
|
2017
Q4 | $50.5M | Buy |
228,452
+21,099
| +10% | +$4.76M | 0.12% | 189 |
|
|
2017
Q3 | $47.4M | Buy |
207,353
+86,268
| +71% | +$21.7M | 0.12% | 180 |
|
|
2017
Q2 | $30.8M | Sell |
121,085
-84,964
| -41% | -$21M | 0.08% | 296 |
|
|
2017
Q1 | $48.2M | Buy |
206,049
+9,211
| +5% | +$2.1M | 0.13% | 146 |
|
|
2016
Q4 | $42.6M | Buy |
196,838
+3,837
| +2% | +$791K | 0.13% | 170 |
|
|
2016
Q3 | $36.7M | Buy |
193,001
+11,864
| +7% | +$2.23M | 0.11% | 207 |
|
|
2016
Q2 | $33.1M | Buy |
181,137
+68,675
| +61% | +$12.6M | 0.1% | 224 |
|
|
2016
Q1 | $22.2M | Sell |
112,462
-16,586
| -13% | -$3.06M | 0.07% | 353 |
|
|
2015
Q4 | $23.6M | Buy |
129,048
+5,749
| +5% | +$1.04M | 0.06% | 353 |
|
|
2015
Q3 | $21.4M | Sell |
123,299
-32,080
| -21% | -$5.8M | 0.06% | 354 |
|
|
2015
Q2 | $28.3M | Buy |
155,379
+20,528
| +15% | +$3.74M | 0.07% | 309 |
|
|
2015
Q1 | $23.5M | Sell |
134,851
-18,653
| -12% | -$3.28M | 0.07% | 342 |
|
|
2014
Q4 | $26.1M | Buy |
153,504
+41,292
| +37% | +$6.97M | 0.09% | 296 |
|
|
2014
Q3 | $18.2M | Sell |
112,212
-22,588
| -17% | -$3.66M | 0.07% | 402 |
|
|
2014
Q2 | $21.6M | Buy |
134,800
+40,565
| +43% | +$6.42M | 0.09% | 331 |
|
|
2014
Q1 | $14.4M | Buy |
94,235
+25,782
| +38% | +$3.81M | 0.06% | 486 |
|
|
2013
Q4 | $10.7M | Buy |
68,453
+7,455
| +12% | +$1.14M | 0.05% | 588 |
|
|
2013
Q3 | $8.87M | Buy |
60,998
+12,242
| +25% | +$1.66M | 0.05% | 591 |
|
|
2013
Q2 | $6.25M | Buy |
+48,756
| New | +$6.31M | 0.04% | 648 |
|
Other funds holding EG
VCM
VPM
VVP
