LI
LMCG Investments’s Everest Group EG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Sell |
31,984
-353
| -1% | -$120K | 0.68% | 45 |
|
|
2025
Q1 | $11.7M | Sell |
32,337
-1,918
| -6% | -$697K | 0.78% | 34 |
|
|
2024
Q4 | $12.4M | Sell |
34,255
-71
| -0.2% | -$25.7K | 0.76% | 41 |
|
|
2024
Q3 | $13.4M | Sell |
34,326
-70
| -0.2% | -$27.4K | 0.81% | 35 |
|
|
2024
Q2 | $13.1M | Sell |
34,396
-121
| -0.4% | -$46.1K | 0.76% | 36 |
|
|
2024
Q1 | $13.7M | Sell |
34,517
-556
| -2% | -$221K | 0.81% | 30 |
|
|
2023
Q4 | $12.4M | Sell |
35,073
-441
| -1% | -$156K | 0.77% | 32 |
|
|
2023
Q3 | $13.2M | Buy |
+35,514
| New | +$13.2M | 0.89% | 25 |
|
|
2023
Q2 | – | Sell |
-37,501
| Closed | -$13.4M | – | 294 |
|
|
2023
Q1 | $13.4M | Sell |
37,501
-661
| -2% | -$237K | 0.9% | 27 |
|
|
2022
Q4 | $12.6M | Sell |
38,162
-212
| -0.6% | -$70.2K | 0.88% | 26 |
|
|
2022
Q3 | $10.1M | Sell |
38,374
-369
| -1% | -$96.8K | 0.74% | 38 |
|
|
2022
Q2 | $10.9M | Sell |
38,743
-270
| -0.7% | -$75.7K | 0.75% | 35 |
|
|
2022
Q1 | $11.8M | Buy |
+39,013
| New | +$11.8M | 0.68% | 38 |
|
|
2015
Q3 | $8.02M | Sell |
46,243
-234
| -0.5% | -$40.6K | 0.17% | 232 |
|
|
2015
Q2 | $8.46M | Sell |
46,477
-598
| -1% | -$109K | 0.18% | 225 |
|
|
2015
Q1 | $8.19M | Buy |
47,075
+986
| +2% | +$172K | 0.17% | 240 |
|
|
2014
Q4 | $7.85M | Buy |
46,089
+690
| +2% | +$118K | 0.17% | 227 |
|
|
2014
Q3 | $7.36M | Buy |
45,399
+1,483
| +3% | +$240K | 0.17% | 239 |
|
|
2014
Q2 | $7.05M | Sell |
43,916
-9,347
| -18% | -$1.5M | 0.15% | 248 |
|
|
2014
Q1 | $8.15M | Sell |
53,263
-180
| -0.3% | -$27.5K | 0.18% | 225 |
|
|
2013
Q4 | $8.33M | Sell |
53,443
-6,697
| -11% | -$1.04M | 0.18% | 222 |
|
|
2013
Q3 | $8.75M | Sell |
60,140
-5,815
| -9% | -$846K | 0.21% | 179 |
|
|
2013
Q2 | $8.46M | Buy |
+65,955
| New | +$8.46M | 0.22% | 161 |
|