Gofen & Glossberg’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $381K | Hold |
1,150
| – | – | 0.01% | 390 |
|
|
2022
Q3 | $302K | Sell |
1,150
-50
| -4% | -$13.5K | 0.01% | 406 |
|
|
2022
Q2 | $336K | Hold |
1,200
| – | – | 0.01% | 397 |
|
|
2022
Q1 | $362K | Hold |
1,200
| – | – | 0.01% | 404 |
|
|
2021
Q4 | $329K | Hold |
1,200
| – | – | 0.01% | 431 |
|
|
2021
Q3 | $301K | Hold |
1,200
| – | – | 0.01% | 440 |
|
|
2021
Q2 | $302K | Hold |
1,200
| – | – | 0.01% | 431 |
|
|
2021
Q1 | $297K | Hold |
1,200
| – | – | 0.01% | 414 |
|
|
2020
Q4 | $281K | Hold |
1,200
| – | – | 0.01% | 409 |
|
|
2020
Q3 | $237K | Hold |
1,200
| – | – | 0.01% | 408 |
|
|
2020
Q2 | $247K | Sell |
1,200
-31
| -3% | -$6.04K | 0.01% | 383 |
|
|
2020
Q1 | $237K | Hold |
1,231
| – | – | 0.01% | 369 |
|
|
2019
Q4 | $341K | Buy |
1,231
+31
| +3% | +$8.18K | 0.01% | 352 |
|
|
2019
Q3 | $319K | Hold |
1,200
| – | – | 0.01% | 351 |
|
|
2019
Q2 | $297K | Sell |
1,200
-100
| -8% | -$24K | 0.01% | 358 |
|
|
2019
Q1 | $281K | Sell |
1,300
-250
| -16% | -$54.4K | 0.01% | 359 |
|
|
2018
Q4 | $338K | Sell |
1,550
-200
| -11% | -$43.6K | 0.01% | 315 |
|
|
2018
Q3 | $400K | Hold |
1,750
| – | – | 0.01% | 316 |
|
|
2018
Q2 | $403K | Sell |
1,750
-200
| -10% | -$47K | 0.01% | 310 |
|
|
2018
Q1 | $501K | Hold |
1,950
| – | – | 0.02% | 280 |
|
|
2017
Q4 | $431K | Hold |
1,950
| – | – | 0.02% | 324 |
|
|
2017
Q3 | $445K | Hold |
1,950
| – | – | 0.02% | 313 |
|
|
2017
Q2 | $496K | Hold |
1,950
| – | – | 0.02% | 289 |
|
|
2017
Q1 | $456K | Hold |
1,950
| – | – | 0.02% | 300 |
|
|
2016
Q4 | $422K | Hold |
1,950
| – | – | 0.02% | 299 |
|
|
2016
Q3 | $370K | Hold |
1,950
| – | – | 0.02% | 315 |
|
|
2016
Q2 | $356K | Hold |
1,950
| – | – | 0.01% | 319 |
|
|
2016
Q1 | $385K | Sell |
1,950
-37
| -2% | -$6.84K | 0.02% | 310 |
|
|
2015
Q4 | $364K | Hold |
1,987
| – | – | 0.02% | 312 |
|
|
2015
Q3 | $344K | Hold |
1,987
| – | – | 0.02% | 315 |
|
|
2015
Q2 | $362K | Hold |
1,987
| – | – | 0.02% | 317 |
|
|
2015
Q1 | $346K | Hold |
1,987
| – | – | 0.01% | 330 |
|
|
2014
Q4 | $338K | Hold |
1,987
| – | – | 0.01% | 326 |
|
|
2014
Q3 | $322K | Hold |
1,987
| – | – | 0.01% | 328 |
|
|
2014
Q2 | $319K | Hold |
1,987
| – | – | 0.01% | 338 |
|
|
2014
Q1 | $297K | Hold |
1,987
| – | – | 0.01% | 340 |
|
|
2013
Q4 | $310K | Hold |
1,987
| – | – | 0.01% | 332 |
|
|
2013
Q3 | $289K | Hold |
1,987
| – | – | 0.01% | 330 |
|
|
2013
Q2 | $255K | Buy |
+1,987
| New | +$257K | 0.01% | 335 |
|
Other funds holding EG
CIP
AGA
Gofen & Glossberg's EG Position: Q4 2022 in Review
Gofen & Glossberg held its Everest Group (EG) position steady in Q4 2022 at 1,150 shares worth $381K. The position accounts for 0.01% of the portfolio, ranked #390.
Gofen & Glossberg first reported a position in EG in Q2 2013 and has held it in 39 quarters since. The position peaked at $501K in Q1 2018. 558 funds tracked by Wall St. Rank hold EG as of Q4 2022.
- Gofen & Glossberg held 1,150 shares of Everest Group worth $381K as of Q4 2022.
- Gofen & Glossberg left its Everest Group share count unchanged in Q4 2022.
- Everest Group made up 0.01% of Gofen & Glossberg's portfolio in Q4 2022, its #390 holding.
- Gofen & Glossberg first reported a position in Everest Group in Q2 2013 and has held it in 39 quarters since.
- Gofen & Glossberg's Everest Group position peaked at $501K in Q1 2018.
- 558 funds tracked by Wall St. Rank held Everest Group as of Q4 2022.
Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.