Franklin Resources’s Everest Group EG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.3M | Sell |
201,058
-921,626
| -82% | -$313M | 0.02% | 525 |
|
|
2025
Q1 | $408M | Sell |
1,122,684
-158,927
| -12% | -$57.7M | 0.12% | 184 |
|
|
2024
Q4 | $465M | Buy |
1,281,611
+4,544
| +0.4% | +$1.65M | 0.13% | 166 |
|
|
2024
Q3 | $509M | Sell |
1,277,067
-4,918
| -0.4% | -$1.96M | 0.14% | 165 |
|
|
2024
Q2 | $488M | Sell |
1,281,985
-1,198
| -0.1% | -$456K | 0.15% | 155 |
|
|
2024
Q1 | $510M | Buy |
1,283,183
+227,892
| +22% | +$90.6M | 0.16% | 155 |
|
|
2023
Q4 | $373M | Sell |
1,055,291
-252,922
| -19% | -$89.4M | 0.17% | 154 |
|
|
2023
Q3 | $486M | Buy |
1,308,213
+77,712
| +6% | +$28.9M | 0.25% | 94 |
|
|
2023
Q2 | $421M | Buy |
1,230,501
+194,127
| +19% | +$66.4M | 0.2% | 129 |
|
|
2023
Q1 | $371M | Sell |
1,036,374
-118,121
| -10% | -$42.3M | 0.19% | 139 |
|
|
2022
Q4 | $382M | Sell |
1,154,495
-586,459
| -34% | -$194M | 0.2% | 136 |
|
|
2022
Q3 | $457M | Buy |
1,740,954
+90,128
| +5% | +$23.7M | 0.25% | 97 |
|
|
2022
Q2 | $463M | Sell |
1,650,826
-175,195
| -10% | -$49.1M | 0.23% | 114 |
|
|
2022
Q1 | $550M | Sell |
1,826,021
-59,444
| -3% | -$17.9M | 0.22% | 120 |
|
|
2021
Q4 | $516M | Sell |
1,885,465
-10,394
| -0.5% | -$2.85M | 0.19% | 141 |
|
|
2021
Q3 | $475M | Buy |
1,895,859
+110,840
| +6% | +$27.8M | 0.18% | 145 |
|
|
2021
Q2 | $450M | Buy |
1,785,019
+224,141
| +14% | +$56.5M | 0.17% | 145 |
|
|
2021
Q1 | $387M | Buy |
1,560,878
+152,267
| +11% | +$37.7M | 0.16% | 170 |
|
|
2020
Q4 | $330M | Buy |
1,408,611
+16,948
| +1% | +$3.97M | 0.14% | 187 |
|
|
2020
Q3 | $275M | Buy |
1,391,663
+4,385
| +0.3% | +$866K | 0.13% | 192 |
|
|
2020
Q2 | $310M | Buy |
1,387,278
+1,440
| +0.1% | +$322K | 0.16% | 165 |
|
|
2020
Q1 | $267M | Sell |
1,385,838
-69,381
| -5% | -$13.4M | 0.18% | 153 |
|
|
2019
Q4 | $403M | Buy |
1,455,219
+271,720
| +23% | +$75.2M | 0.21% | 125 |
|
|
2019
Q3 | $315M | Buy |
1,183,499
+536,036
| +83% | +$143M | 0.17% | 157 |
|
|
2019
Q2 | $160M | Sell |
647,463
-43,022
| -6% | -$10.6M | 0.09% | 265 |
|
|
2019
Q1 | $149M | Buy |
690,485
+103,635
| +18% | +$22.4M | 0.08% | 276 |
|
|
2018
Q4 | $128M | Buy |
586,850
+68,890
| +13% | +$15M | 0.08% | 282 |
|
|
2018
Q3 | $118M | Buy |
517,960
+264,400
| +104% | +$60.4M | 0.06% | 340 |
|
|
2018
Q2 | $58.4M | Buy |
253,560
+244,885
| +2,823% | +$56.4M | 0.03% | 494 |
|
|
2018
Q1 | $2.23M | Sell |
8,675
-650
| -7% | -$167K | ﹤0.01% | 1188 |
|
|
2017
Q4 | $2.07M | Buy |
9,325
+4,045
| +77% | +$896K | ﹤0.01% | 1219 |
|
|
2017
Q3 | $1.21M | Sell |
5,280
-35
| -0.7% | -$7.99K | ﹤0.01% | 1273 |
|
|
2017
Q2 | $1.35M | Sell |
5,315
-163
| -3% | -$41.5K | ﹤0.01% | 1274 |
|
|
2017
Q1 | $1.28M | Buy |
5,478
+600
| +12% | +$140K | ﹤0.01% | 1297 |
|
|
2016
Q4 | $1.06M | Sell |
4,878
-302
| -6% | -$65.4K | ﹤0.01% | 1298 |
|
|
2016
Q3 | $984K | Hold |
5,180
| – | – | ﹤0.01% | 1324 |
|
|
2016
Q2 | $946K | Buy |
5,180
+130
| +3% | +$23.7K | ﹤0.01% | 1329 |
|
|
2016
Q1 | $997K | Hold |
5,050
| – | – | ﹤0.01% | 1321 |
|
|
2015
Q4 | $925K | Sell |
5,050
-6
| -0.1% | -$1.1K | ﹤0.01% | 1373 |
|
|
2015
Q3 | $876K | Hold |
5,056
| – | – | ﹤0.01% | 1388 |
|
|
2015
Q2 | $920K | Sell |
5,056
-400
| -7% | -$72.8K | ﹤0.01% | 1410 |
|
|
2015
Q1 | $949K | Sell |
5,456
-10
| -0.2% | -$1.74K | ﹤0.01% | 1392 |
|
|
2014
Q4 | $931K | Sell |
5,466
-122
| -2% | -$20.8K | ﹤0.01% | 1393 |
|
|
2014
Q3 | $905K | Hold |
5,588
| – | – | ﹤0.01% | 1378 |
|
|
2014
Q2 | $897K | Buy |
5,588
+28
| +0.5% | +$4.5K | ﹤0.01% | 1376 |
|
|
2014
Q1 | $851K | Sell |
5,560
-35
| -0.6% | -$5.36K | ﹤0.01% | 1371 |
|
|
2013
Q4 | $872K | Sell |
5,595
-69
| -1% | -$10.8K | ﹤0.01% | 1344 |
|
|
2013
Q3 | $824K | Hold |
5,664
| – | – | ﹤0.01% | 1314 |
|
|
2013
Q2 | $726K | Buy |
+5,664
| New | +$726K | ﹤0.01% | 1308 |
|