Loomis, Sayles & Company’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-127
| Closed | -$50K | – | 743 |
|
|
2024
Q3 | $50K | Sell |
127
-88
| -41% | -$34.6K | ﹤0.01% | 634 |
|
|
2024
Q2 | $82K | Buy |
215
+2
| +0.9% | +$763 | ﹤0.01% | 568 |
|
|
2024
Q1 | $85K | Sell |
213
-144
| -40% | -$57.5K | ﹤0.01% | 558 |
|
|
2023
Q4 | $126K | Buy |
357
+239
| +203% | +$84.4K | ﹤0.01% | 520 |
|
|
2023
Q3 | $44K | Buy |
118
+7
| +6% | +$2.61K | ﹤0.01% | 623 |
|
|
2023
Q2 | $38K | Buy |
111
+6
| +6% | +$2.05K | ﹤0.01% | 656 |
|
|
2023
Q1 | $38K | Buy |
105
+39
| +59% | +$14.1K | ﹤0.01% | 658 |
|
|
2022
Q4 | $22K | Sell |
66
-6
| -8% | -$2K | ﹤0.01% | 716 |
|
|
2022
Q3 | $19K | Buy |
72
+66
| +1,100% | +$17.4K | ﹤0.01% | 610 |
|
|
2022
Q2 | $2K | Buy |
+6
| New | +$2K | ﹤0.01% | 826 |
|
|
2017
Q3 | – | Sell |
-157
| Closed | -$40K | – | 929 |
|
|
2017
Q2 | $40K | Sell |
157
-3,254
| -95% | -$829K | ﹤0.01% | 630 |
|
|
2017
Q1 | $798K | Hold |
3,411
| – | – | ﹤0.01% | 582 |
|
|
2016
Q4 | $738K | Buy |
3,411
+3,374
| +9,119% | +$730K | ﹤0.01% | 617 |
|
|
2016
Q3 | $7K | Hold |
37
| – | – | ﹤0.01% | 822 |
|
|
2016
Q2 | $7K | Sell |
37
-61
| -62% | -$11.5K | ﹤0.01% | 792 |
|
|
2016
Q1 | $19K | Hold |
98
| – | – | ﹤0.01% | 731 |
|
|
2015
Q4 | $18K | Sell |
98
-59
| -38% | -$10.8K | ﹤0.01% | 799 |
|
|
2015
Q3 | $27K | Hold |
157
| – | – | ﹤0.01% | 826 |
|
|
2015
Q2 | $29K | Buy |
+157
| New | +$29K | ﹤0.01% | 738 |
|