HRT Financial’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 | $34.4M | Buy |
105,290
+63,406
| +151% | +$20.9M | 0.13% | 200 |
|
|
2025
Q4 | $14.2M | Sell |
41,884
-25,154
| -38% | -$8.31M | 0.06% | 321 |
|
|
2025
Q3 | $23.5M | Buy |
67,038
+12,952
| +24% | +$4.37M | 0.11% | 152 |
|
|
2025
Q2 | $18.4M | Buy |
+54,086
| New | +$18.7M | 0.1% | 163 |
|
|
2024
Q4 | – | Sell |
-4,918
| Closed | -$1.93M | – | 2616 |
|
|
2024
Q3 | $1.93M | Buy |
+4,918
| New | +$1.87M | 0.01% | 896 |
|
|
2024
Q1 | – | Sell |
-5,693
| Closed | -$2.01M | – | 2505 |
|
|
2023
Q4 | $2.01M | Sell |
5,693
-7,981
| -58% | -$3.09M | 0.02% | 645 |
|
|
2023
Q3 | $5.08M | Buy |
13,674
+7,967
| +140% | +$2.89M | 0.05% | 291 |
|
|
2023
Q2 | $1.95M | Buy |
+5,707
| New | +$2.06M | 0.02% | 625 |
|
|
2023
Q1 | – | Sell |
-28,351
| Closed | -$9.39M | – | 2664 |
|
|
2022
Q4 | $9.39M | Buy |
+28,351
| New | +$8.83M | 0.14% | 141 |
|
|
2022
Q2 | – | Sell |
-702
| Closed | -$211K | – | 3130 |
|
|
2022
Q1 | $211K | Sell |
702
-308
| -30% | -$88.5K | ﹤0.01% | 2462 |
|
|
2021
Q4 | $276K | Buy |
+1,010
| New | +$273K | ﹤0.01% | 2324 |
|
|
2021
Q2 | – | Sell |
-14,967
| Closed | -$3.71M | – | 3023 |
|
|
2021
Q1 | $3.71M | Buy |
14,967
+13,667
| +1,051% | +$3.25M | 0.04% | 356 |
|
|
2020
Q4 | $304K | Buy |
+1,300
| New | +$287K | 0.01% | 1279 |
|
|
2020
Q3 | – | Sell |
-3,280
| Closed | -$676K | – | 2020 |
|
|
2020
Q2 | $676K | Buy |
+3,280
| New | +$639K | 0.02% | 666 |
|
|
2019
Q4 | – | Sell |
-755
| Closed | -$200K | – | 1276 |
|
|
2019
Q3 | $200K | Buy |
+755
| New | +$191K | 0.01% | 1154 |
|
|
2017
Q3 | – | Sell |
-1,920
| Closed | -$488K | – | 108 |
|
|
2017
Q2 | $488K | Buy |
+1,920
| New | +$474K | 0.77% | 18 |
|
Other funds holding EG
VCM
VPM
VVP
