Gemmer Asset Management’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-90
| Closed | -$27K | – | 394 |
|
2022
Q1 | $27K | Hold |
90
| – | – | ﹤0.01% | 416 |
|
2021
Q4 | $25K | Hold |
90
| – | – | ﹤0.01% | 442 |
|
2021
Q3 | $23K | Hold |
90
| – | – | ﹤0.01% | 434 |
|
2021
Q2 | $23K | Buy |
90
+14
| +18% | +$3.58K | ﹤0.01% | 492 |
|
2021
Q1 | $19K | Hold |
76
| – | – | ﹤0.01% | 522 |
|
2020
Q4 | $18K | Hold |
76
| – | – | ﹤0.01% | 481 |
|
2020
Q3 | $15K | Hold |
76
| – | – | ﹤0.01% | 461 |
|
2020
Q2 | $16K | Hold |
76
| – | – | ﹤0.01% | 442 |
|
2020
Q1 | $15K | Hold |
76
| – | – | ﹤0.01% | 407 |
|
2019
Q4 | $21K | Hold |
76
| – | – | ﹤0.01% | 387 |
|
2019
Q3 | $20K | Hold |
76
| – | – | 0.01% | 396 |
|
2019
Q2 | $19K | Hold |
76
| – | – | 0.01% | 401 |
|
2019
Q1 | $16K | Hold |
76
| – | – | ﹤0.01% | 485 |
|
2018
Q4 | $17K | Hold |
76
| – | – | 0.01% | 407 |
|
2018
Q3 | $17K | Sell |
76
-44
| -37% | -$9.84K | 0.01% | 458 |
|
2018
Q2 | $28K | Hold |
120
| – | – | 0.01% | 294 |
|
2018
Q1 | $31K | Hold |
120
| – | – | 0.01% | 266 |
|
2017
Q4 | $27K | Hold |
120
| – | – | 0.01% | 318 |
|
2017
Q3 | $27K | Hold |
120
| – | – | 0.01% | 290 |
|
2017
Q2 | $31K | Hold |
120
| – | – | 0.01% | 254 |
|
2017
Q1 | $28K | Hold |
120
| – | – | 0.01% | 259 |
|
2016
Q4 | $26K | Hold |
120
| – | – | 0.01% | 256 |
|
2016
Q3 | $23K | Hold |
120
| – | – | 0.01% | 289 |
|
2016
Q2 | $22K | Hold |
120
| – | – | 0.01% | 275 |
|
2016
Q1 | $23K | Hold |
120
| – | – | 0.01% | 273 |
|
2015
Q4 | $22K | Hold |
120
| – | – | 0.01% | 278 |
|
2015
Q3 | $21K | Hold |
120
| – | – | 0.01% | 305 |
|
2015
Q2 | $22K | Hold |
120
| – | – | 0.01% | 298 |
|
2015
Q1 | $21K | Hold |
120
| – | – | 0.01% | 331 |
|
2014
Q4 | $20K | Hold |
120
| – | – | 0.01% | 319 |
|
2014
Q3 | $19K | Hold |
120
| – | – | 0.01% | 322 |
|
2014
Q2 | $19K | Hold |
120
| – | – | 0.01% | 319 |
|
2014
Q1 | $18K | Buy |
+120
| New | +$18K | 0.01% | 321 |
|