Mackenzie Financial’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 | $29.2M | Sell |
85,948
-20,044
| -19% | -$6.81M | 0.04% | 301 |
|
|
2025
Q1 | $38.5M | Buy |
105,992
+5,239
| +5% | +$1.9M | 0.05% | 250 |
|
|
2024
Q4 | $36.5M | Buy |
100,753
+2,793
| +3% | +$1.01M | 0.05% | 254 |
|
|
2024
Q3 | $38.4M | Buy |
97,960
+43,937
| +81% | +$17.2M | 0.05% | 254 |
|
|
2024
Q2 | $20.6M | Buy |
54,023
+16,538
| +44% | +$6.3M | 0.03% | 333 |
|
|
2024
Q1 | $14.9M | Sell |
37,485
-6,201
| -14% | -$2.46M | 0.02% | 381 |
|
|
2023
Q4 | $15.4M | Buy |
43,686
+29,338
| +204% | +$10.4M | 0.02% | 374 |
|
|
2023
Q3 | $5.34M | Sell |
14,348
-1,277
| -8% | -$475K | 0.01% | 530 |
|
|
2023
Q2 | $5.34M | Buy |
15,625
+11,215
| +254% | +$3.83M | 0.01% | 537 |
|
|
2023
Q1 | $1.58M | Buy |
+4,410
| New | +$1.58M | ﹤0.01% | 779 |
|
|
2022
Q4 | – | Sell |
-2,029
| Closed | -$532K | – | 1477 |
|
|
2022
Q3 | $532K | Sell |
2,029
-180
| -8% | -$47.2K | ﹤0.01% | 918 |
|
|
2022
Q2 | $619K | Buy |
2,209
+1,210
| +121% | +$339K | ﹤0.01% | 926 |
|
|
2022
Q1 | $301K | Sell |
999
-25
| -2% | -$7.53K | ﹤0.01% | 1109 |
|
|
2021
Q4 | $280K | Sell |
1,024
-48
| -4% | -$13.1K | ﹤0.01% | 1170 |
|
|
2021
Q3 | $269K | Sell |
1,072
-14,808
| -93% | -$3.72M | ﹤0.01% | 1185 |
|
|
2021
Q2 | $4M | Sell |
15,880
-1,004
| -6% | -$253K | 0.01% | 597 |
|
|
2021
Q1 | $4.18M | Sell |
16,884
-42,272
| -71% | -$10.5M | 0.01% | 567 |
|
|
2020
Q4 | $13.8M | Sell |
59,156
-3,475
| -6% | -$813K | 0.03% | 295 |
|
|
2020
Q3 | $12.4M | Sell |
62,631
-1,311
| -2% | -$259K | 0.03% | 279 |
|
|
2020
Q2 | $13.2M | Buy |
63,942
+33,163
| +108% | +$6.84M | 0.04% | 269 |
|
|
2020
Q1 | $5.92M | Sell |
30,779
-56,326
| -65% | -$10.8M | 0.02% | 326 |
|
|
2019
Q4 | $24.1M | Sell |
87,105
-8,191
| -9% | -$2.27M | 0.06% | 233 |
|
|
2019
Q3 | $25.4M | Buy |
95,296
+73,803
| +343% | +$19.6M | 0.07% | 221 |
|
|
2019
Q2 | $5.31M | Sell |
21,493
-6,126
| -22% | -$1.51M | 0.01% | 425 |
|
|
2019
Q1 | $5.97M | Buy |
27,619
+18,107
| +190% | +$3.91M | 0.01% | 479 |
|
|
2018
Q4 | $2.07M | Sell |
9,512
-45,524
| -83% | -$9.91M | 0.01% | 698 |
|
|
2018
Q3 | $12.6M | Buy |
55,036
+11,195
| +26% | +$2.56M | 0.03% | 301 |
|
|
2018
Q2 | $10.1M | Sell |
43,841
-6,268
| -13% | -$1.44M | 0.03% | 326 |
|
|
2018
Q1 | $12.9M | Sell |
50,109
-8,578
| -15% | -$2.2M | 0.03% | 290 |
|
|
2017
Q4 | $13M | Sell |
58,687
-2,765
| -4% | -$612K | 0.03% | 314 |
|
|
2017
Q3 | $14M | Sell |
61,452
-1,440
| -2% | -$329K | 0.08% | 223 |
|
|
2017
Q2 | $16M | Buy |
62,892
+42,215
| +204% | +$10.7M | 0.09% | 200 |
|
|
2017
Q1 | $4.83M | Sell |
20,677
-370
| -2% | -$86.5K | 0.03% | 304 |
|
|
2016
Q4 | $4.56M | Buy |
21,047
+326
| +2% | +$70.6K | 0.03% | 290 |
|
|
2016
Q3 | $3.94M | Buy |
20,721
+9,845
| +91% | +$1.87M | 0.02% | 269 |
|
|
2016
Q2 | $1.99M | Buy |
10,876
+558
| +5% | +$102K | 0.01% | 435 |
|
|
2016
Q1 | $2.04M | Buy |
10,318
+3,530
| +52% | +$697K | 0.02% | 350 |
|
|
2015
Q4 | $1.24M | Buy |
6,788
+2,174
| +47% | +$398K | 0.01% | 496 |
|
|
2015
Q3 | $800K | Buy |
4,614
+328
| +8% | +$56.9K | ﹤0.01% | 574 |
|
|
2015
Q2 | $780K | Buy |
4,286
+2,526
| +144% | +$460K | ﹤0.01% | 603 |
|
|
2015
Q1 | $306K | Buy |
1,760
+364
| +26% | +$63.3K | ﹤0.01% | 719 |
|
|
2014
Q4 | $238K | Sell |
1,396
-355
| -20% | -$60.5K | ﹤0.01% | 703 |
|
|
2014
Q3 | $284K | Sell |
1,751
-1,227
| -41% | -$199K | ﹤0.01% | 666 |
|
|
2014
Q2 | $478K | Buy |
+2,978
| New | +$478K | ﹤0.01% | 587 |
|