Great Lakes Advisors’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.22M | Buy |
12,409
+1,291
| +12% | +$439K | 0.04% | 320 |
|
|
2025
Q1 | $4.04M | Buy |
11,118
+9,701
| +685% | +$3.52M | 0.04% | 311 |
|
|
2024
Q4 | $514K | Sell |
1,417
-385
| -21% | -$140K | ﹤0.01% | 652 |
|
|
2024
Q3 | $706K | Sell |
1,802
-3,617
| -67% | -$1.42M | 0.01% | 613 |
|
|
2024
Q2 | $2.06M | Buy |
5,419
+2,454
| +83% | +$935K | 0.02% | 463 |
|
|
2024
Q1 | $1.18M | Sell |
2,965
-1,362
| -31% | -$541K | 0.01% | 530 |
|
|
2023
Q4 | $1.53M | Sell |
4,327
-529
| -11% | -$187K | 0.01% | 484 |
|
|
2023
Q3 | $1.8M | Buy |
4,856
+4,214
| +656% | +$1.57M | 0.02% | 463 |
|
|
2023
Q2 | $219K | Sell |
642
-22,027
| -97% | -$7.53M | ﹤0.01% | 705 |
|
|
2023
Q1 | $8.12M | Buy |
22,669
+21,975
| +3,166% | +$7.87M | 0.07% | 257 |
|
|
2022
Q4 | $230K | Sell |
694
-1,595
| -70% | -$528K | 0.01% | 607 |
|
|
2022
Q3 | $601K | Buy |
+2,289
| New | +$601K | 0.01% | 467 |
|
|
2022
Q2 | – | Sell |
-2,987
| Closed | -$900K | – | 693 |
|
|
2022
Q1 | $900K | Buy |
+2,987
| New | +$900K | 0.01% | 463 |
|
|
2021
Q3 | – | Sell |
-8,240
| Closed | -$2.08M | – | 708 |
|
|
2021
Q2 | $2.08M | Buy |
8,240
+166
| +2% | +$41.8K | 0.03% | 388 |
|
|
2021
Q1 | $2M | Buy |
+8,074
| New | +$2M | 0.03% | 380 |
|
|
2020
Q2 | – | Sell |
-10,048
| Closed | -$1.93M | – | 574 |
|
|
2020
Q1 | $1.93M | Sell |
10,048
-84
| -0.8% | -$16.2K | 0.06% | 304 |
|
|
2019
Q4 | $2.81M | Sell |
10,132
-36
| -0.4% | -$9.97K | 0.06% | 301 |
|
|
2019
Q3 | $2.71M | Buy |
10,168
+75
| +0.7% | +$20K | 0.06% | 305 |
|
|
2019
Q2 | $2.5M | Sell |
10,093
-11,855
| -54% | -$2.93M | 0.05% | 323 |
|
|
2019
Q1 | $4.74M | Buy |
+21,948
| New | +$4.74M | 0.11% | 212 |
|
|
2018
Q2 | – | Sell |
-15,326
| Closed | -$3.94M | – | 536 |
|
|
2018
Q1 | $3.94M | Buy |
+15,326
| New | +$3.94M | 0.09% | 214 |
|