Massachusetts Financial Services’s Everest Group EG Stock Holding History

Massachusetts Financial Services’s Portfolio EG Stock Details EG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$253M	Buy	762,400 +116,925	+18%	+$38.5M	0.09%	214
2025 Q4	$219M	Sell	645,475 -6,719	-1%	-$2.22M	0.07%	249
2025 Q3	$228M	Buy	652,194 +29,586	+5%	+$9.99M	0.07%	257
2025 Q2	$212M	Buy	622,608 +69,636	+13%	+$24M	0.07%	265
2025 Q1	$201M	Buy	552,972 +56,410	+11%	+$19.9M	0.07%	269
2024 Q4	$180M	Buy	496,562 +5,871	+1%	+$2.2M	0.06%	297
2024 Q3	$192M	Buy	490,691 +30,458	+7%	+$11.6M	0.06%	286
2024 Q2	$175M	Sell	460,233 -3,642	-0.8%	-$1.38M	0.05%	287
2024 Q1	$184M	Sell	463,875 -3,467	-0.7%	-$1.3M	0.06%	285
2023 Q4	$165M	Sell	467,342 -62,340	-12%	-$24.1M	0.05%	296
2023 Q3	$197M	Sell	529,682 -67,978	-11%	-$24.7M	0.07%	240
2023 Q2	$204M	Sell	597,660 -334,969	-36%	-$121M	0.07%	251
2023 Q1	$334M	Sell	932,629 -93,508	-9%	-$33.6M	0.11%	181
2022 Q4	$340M	Sell	1,026,137 -37,177	-3%	-$11.6M	0.12%	173
2022 Q3	$279M	Buy	1,063,314 +444	+0%	+$120K	0.1%	183
2022 Q2	$298M	Sell	1,062,870 -3,707	-0.3%	-$1.05M	0.1%	189
2022 Q1	$321M	Sell	1,066,577 -8,587	-0.8%	-$2.47M	0.1%	193
2021 Q4	$295M	Buy	1,075,164 +18,242	+2%	+$4.93M	0.08%	213
2021 Q3	$265M	Buy	1,056,922 +151,475	+17%	+$38.9M	0.08%	217
2021 Q2	$228M	Buy	905,447 +39,601	+5%	+$10.3M	0.07%	243
2021 Q1	$215M	Buy	865,846 +75,191	+10%	+$17.9M	0.07%	248
2020 Q4	$185M	Sell	790,655 -7,821	-1%	-$1.73M	0.06%	256
2020 Q3	$158M	Buy	798,476 +11,434	+1%	+$2.45M	0.06%	251
2020 Q2	$162M	Buy	787,042 +110,457	+16%	+$21.5M	0.06%	239
2020 Q1	$130M	Buy	676,585 +38,995	+6%	+$9.96M	0.06%	227
2019 Q4	$177M	Buy	637,590 +35,211	+6%	+$9.29M	0.07%	229
2019 Q3	$160M	Buy	602,379 +6,470	+1%	+$1.63M	0.06%	229
2019 Q2	$147M	Sell	595,909 -5,432	-0.9%	-$1.3M	0.06%	236
2019 Q1	$130M	Buy	601,341 +107,007	+22%	+$23.3M	0.05%	243
2018 Q4	$108M	Buy	494,334 +60,436	+14%	+$13.2M	0.05%	256
2018 Q3	$99.1M	Buy	433,898 +89,827	+26%	+$20.1M	0.04%	292
2018 Q2	$79.3M	Buy	344,071 +10,997	+3%	+$2.58M	0.03%	317
2018 Q1	$85.5M	Buy	333,074 +11,835	+4%	+$2.84M	0.04%	303
2017 Q4	$71.1M	Buy	321,239 +25,114	+8%	+$5.66M	0.03%	342
2017 Q3	$67.6M	Sell	296,125 -51,621	-15%	-$13M	0.03%	338
2017 Q2	$88.5M	Buy	347,746 +34,000	+11%	+$8.39M	0.04%	283
2017 Q1	$73.4M	Buy	313,746 +30,212	+11%	+$6.9M	0.03%	307
2016 Q4	$61.4M	Buy	283,534 +5,101	+2%	+$1.05M	0.03%	326
2016 Q3	$52.9M	Buy	278,433 +8,710	+3%	+$1.64M	0.03%	347
2016 Q2	$49.3M	Buy	269,723 +10,285	+4%	+$1.89M	0.02%	342
2016 Q1	$51.2M	Buy	259,438 +1,953	+0.8%	+$361K	0.03%	337
2015 Q4	$47.1M	Sell	257,485 -243,722	-49%	-$44.3M	0.03%	351
2015 Q3	$86.9M	Sell	501,207 -135,363	-21%	-$24.5M	0.05%	263
2015 Q2	$116M	Sell	636,570 -80,456	-11%	-$14.6M	0.06%	240
2015 Q1	$125M	Sell	717,026 -76,223	-10%	-$13.4M	0.06%	226
2014 Q4	$135M	Sell	793,249 -139,176	-15%	-$23.5M	0.07%	214
2014 Q3	$151M	Sell	932,425 -15,582	-2%	-$2.52M	0.08%	205
2014 Q2	$152M	Buy	948,007 +72,981	+8%	+$11.5M	0.08%	204
2014 Q1	$134M	Buy	875,026 +73,702	+9%	+$10.9M	0.07%	216
2013 Q4	$125M	Buy	801,324 +47,054	+6%	+$7.19M	0.07%	219
2013 Q3	$110M	Buy	754,270 +203,041	+37%	+$27.5M	0.07%	229
2013 Q2	$70.7M	Buy	+551,229	New	+$71.3M	0.05%	270