Gotham Asset Management’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 | $7.18M | Buy |
21,968
+9,334
| +74% | +$3.07M | 0.02% | 777 |
|
|
2025
Q4 | $4.29M | Buy |
12,634
+1,859
| +17% | +$614K | 0.02% | 848 |
|
|
2025
Q3 | $3.77M | Buy |
10,775
+3,339
| +45% | +$1.13M | 0.02% | 849 |
|
|
2025
Q2 | $2.53M | Buy |
7,436
+5,608
| +307% | +$1.93M | 0.02% | 854 |
|
|
2025
Q1 | $664K | Sell |
1,828
-789
| -30% | -$279K | 0.01% | 1134 |
|
|
2024
Q4 | $949K | Buy |
2,617
+307
| +13% | +$115K | 0.01% | 933 |
|
|
2024
Q3 | $905K | Sell |
2,310
-133
| -5% | -$50.7K | 0.01% | 931 |
|
|
2024
Q2 | $931K | Buy |
2,443
+141
| +6% | +$53.3K | 0.01% | 911 |
|
|
2024
Q1 | $915K | Sell |
2,302
-1,098
| -32% | -$412K | 0.01% | 874 |
|
|
2023
Q4 | $1.2M | Buy |
3,400
+1,323
| +64% | +$512K | 0.02% | 745 |
|
|
2023
Q3 | $772K | Buy |
+2,077
| New | +$754K | 0.02% | 860 |
|
|
2023
Q2 | – | Sell |
-3,081
| Closed | -$1.1M | – | 1331 |
|
|
2023
Q1 | $1.1M | Buy |
+3,081
| New | +$1.11M | 0.03% | 711 |
|
|
2021
Q3 | – | Sell |
-1,244
| Closed | -$314K | – | 1051 |
|
|
2021
Q2 | $314K | Buy |
1,244
+48
| +4% | +$12.5K | 0.01% | 830 |
|
|
2021
Q1 | $296K | Buy |
1,196
+24
| +2% | +$5.71K | 0.01% | 845 |
|
|
2020
Q4 | $274K | Sell |
1,172
-97
| -8% | -$21.4K | 0.01% | 856 |
|
|
2020
Q3 | $251K | Sell |
1,269
-2,845
| -69% | -$609K | 0.01% | 876 |
|
|
2020
Q2 | $848K | Sell |
4,114
-3,544
| -46% | -$690K | 0.03% | 603 |
|
|
2020
Q1 | $1.47M | Buy |
7,658
+5,189
| +210% | +$1.33M | 0.04% | 469 |
|
|
2019
Q4 | $684K | Buy |
2,469
+1,236
| +100% | +$326K | 0.01% | 715 |
|
|
2019
Q3 | $328K | Buy |
+1,233
| New | +$311K | 0.01% | 893 |
|
|
2018
Q1 | – | Sell |
-2,845
| Closed | -$629K | – | 977 |
|
|
2017
Q4 | $629K | Buy |
2,845
+1,468
| +107% | +$331K | 0.01% | 675 |
|
|
2017
Q3 | $314K | Sell |
1,377
-1,622
| -54% | -$409K | ﹤0.01% | 790 |
|
|
2017
Q2 | $764K | Buy |
+2,999
| New | +$740K | 0.01% | 680 |
|
|
2015
Q3 | – | Sell |
-1,333
| Closed | -$243K | – | 947 |
|
|
2015
Q2 | $243K | Buy |
1,333
+28
| +2% | +$5.09K | ﹤0.01% | 850 |
|
|
2015
Q1 | $227K | Sell |
1,305
-133
| -9% | -$23.4K | ﹤0.01% | 845 |
|
|
2014
Q4 | $245K | Sell |
1,438
-78
| -5% | -$13.2K | ﹤0.01% | 873 |
|
|
2014
Q3 | $246K | Buy |
1,516
+5
| +0.3% | +$810 | ﹤0.01% | 890 |
|
|
2014
Q2 | $243K | Sell |
1,511
-1,605
| -52% | -$254K | ﹤0.01% | 929 |
|
|
2014
Q1 | $477K | Buy |
3,116
+28
| +0.9% | +$4.14K | 0.01% | 802 |
|
|
2013
Q4 | $481K | Sell |
3,088
-3
| -0.1% | -$458 | 0.01% | 756 |
|
|
2013
Q3 | $449K | Buy |
3,091
+158
| +5% | +$21.4K | 0.01% | 703 |
|
|
2013
Q2 | $376K | Buy |
+2,933
| New | +$379K | 0.02% | 716 |
|
Other funds holding EG
VCM
VPM
VVP
