Jupiter 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-186,854
| Closed | -$66.1M | – | 456 |
|
|
2023
Q4 | $66.1M | Sell |
186,854
-1,573
| -0.8% | -$556K | 0.65% | 35 |
|
|
2023
Q3 | $70M | Buy |
188,427
+48,444
| +35% | +$18M | 0.78% | 23 |
|
|
2023
Q2 | $47.8M | Buy |
139,983
+41,241
| +42% | +$14.1M | 0.52% | 47 |
|
|
2023
Q1 | $35.3M | Sell |
98,742
-35,508
| -26% | -$12.7M | 0.49% | 56 |
|
|
2022
Q4 | $44.5M | Sell |
134,250
-9,659
| -7% | -$3.2M | 0.65% | 34 |
|
|
2022
Q3 | $37.8M | Buy |
143,909
+4,093
| +3% | +$1.07M | 0.58% | 46 |
|
|
2022
Q2 | $39.2M | Buy |
139,816
+11,449
| +9% | +$3.21M | 0.55% | 46 |
|
|
2022
Q1 | $38.7M | Buy |
128,367
+59,164
| +85% | +$17.8M | 0.46% | 63 |
|
|
2021
Q4 | $19M | Buy |
69,203
+3,042
| +5% | +$834K | 0.21% | 148 |
|
|
2021
Q3 | $16.6M | Buy |
66,161
+36,640
| +124% | +$9.19M | 0.19% | 157 |
|
|
2021
Q2 | $7.44M | Buy |
29,521
+22,950
| +349% | +$5.78M | 0.08% | 235 |
|
|
2021
Q1 | $1.63M | Buy |
+6,571
| New | +$1.63M | 0.02% | 414 |
|