Massachusetts Financial Services’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 | $212M | Buy |
622,608
+69,636
| +13% | +$23.7M | 0.07% | 265 |
|
|
2025
Q1 | $201M | Buy |
552,972
+56,410
| +11% | +$20.5M | 0.07% | 269 |
|
|
2024
Q4 | $180M | Buy |
496,562
+5,871
| +1% | +$2.13M | 0.06% | 297 |
|
|
2024
Q3 | $192M | Buy |
490,691
+30,458
| +7% | +$11.9M | 0.06% | 286 |
|
|
2024
Q2 | $175M | Sell |
460,233
-3,642
| -0.8% | -$1.39M | 0.05% | 287 |
|
|
2024
Q1 | $184M | Sell |
463,875
-3,467
| -0.7% | -$1.38M | 0.06% | 284 |
|
|
2023
Q4 | $165M | Sell |
467,342
-62,340
| -12% | -$22M | 0.05% | 296 |
|
|
2023
Q3 | $197M | Sell |
529,682
-67,978
| -11% | -$25.3M | 0.07% | 240 |
|
|
2023
Q2 | $204M | Sell |
597,660
-334,969
| -36% | -$115M | 0.07% | 251 |
|
|
2023
Q1 | $334M | Sell |
932,629
-93,508
| -9% | -$33.5M | 0.11% | 181 |
|
|
2022
Q4 | $340M | Sell |
1,026,137
-37,177
| -3% | -$12.3M | 0.12% | 173 |
|
|
2022
Q3 | $279M | Buy |
1,063,314
+444
| +0% | +$117K | 0.1% | 183 |
|
|
2022
Q2 | $298M | Sell |
1,062,870
-3,707
| -0.3% | -$1.04M | 0.1% | 189 |
|
|
2022
Q1 | $321M | Sell |
1,066,577
-8,587
| -0.8% | -$2.59M | 0.1% | 193 |
|
|
2021
Q4 | $295M | Buy |
1,075,164
+18,242
| +2% | +$5M | 0.08% | 213 |
|
|
2021
Q3 | $265M | Buy |
1,056,922
+151,475
| +17% | +$38M | 0.08% | 217 |
|
|
2021
Q2 | $228M | Buy |
905,447
+39,601
| +5% | +$9.98M | 0.07% | 243 |
|
|
2021
Q1 | $215M | Buy |
865,846
+75,191
| +10% | +$18.6M | 0.07% | 248 |
|
|
2020
Q4 | $185M | Sell |
790,655
-7,821
| -1% | -$1.83M | 0.06% | 255 |
|
|
2020
Q3 | $158M | Buy |
798,476
+11,434
| +1% | +$2.26M | 0.06% | 250 |
|
|
2020
Q2 | $162M | Buy |
787,042
+110,457
| +16% | +$22.8M | 0.06% | 238 |
|
|
2020
Q1 | $130M | Buy |
676,585
+38,995
| +6% | +$7.5M | 0.06% | 227 |
|
|
2019
Q4 | $177M | Buy |
637,590
+35,211
| +6% | +$9.75M | 0.07% | 229 |
|
|
2019
Q3 | $160M | Buy |
602,379
+6,470
| +1% | +$1.72M | 0.06% | 229 |
|
|
2019
Q2 | $147M | Sell |
595,909
-5,432
| -0.9% | -$1.34M | 0.06% | 236 |
|
|
2019
Q1 | $130M | Buy |
601,341
+107,007
| +22% | +$23.1M | 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% | +$20.5M | 0.04% | 292 |
|
|
2018
Q2 | $79.3M | Buy |
344,071
+10,997
| +3% | +$2.53M | 0.03% | 317 |
|
|
2018
Q1 | $85.5M | Buy |
333,074
+11,835
| +4% | +$3.04M | 0.04% | 303 |
|
|
2017
Q4 | $71.1M | Buy |
321,239
+25,114
| +8% | +$5.56M | 0.03% | 341 |
|
|
2017
Q3 | $67.6M | Sell |
296,125
-51,621
| -15% | -$11.8M | 0.03% | 337 |
|
|
2017
Q2 | $88.5M | Buy |
347,746
+34,000
| +11% | +$8.66M | 0.04% | 279 |
|
|
2017
Q1 | $73.4M | Buy |
313,746
+30,212
| +11% | +$7.06M | 0.03% | 305 |
|
|
2016
Q4 | $61.4M | Buy |
283,534
+5,101
| +2% | +$1.1M | 0.03% | 323 |
|
|
2016
Q3 | $52.9M | Buy |
278,433
+8,710
| +3% | +$1.65M | 0.03% | 347 |
|
|
2016
Q2 | $49.3M | Buy |
269,723
+10,285
| +4% | +$1.88M | 0.02% | 341 |
|
|
2016
Q1 | $51.2M | Buy |
259,438
+1,953
| +0.8% | +$386K | 0.03% | 336 |
|
|
2015
Q4 | $47.1M | Sell |
257,485
-243,722
| -49% | -$44.6M | 0.03% | 350 |
|
|
2015
Q3 | $86.9M | Sell |
501,207
-135,363
| -21% | -$23.5M | 0.05% | 262 |
|
|
2015
Q2 | $116M | Sell |
636,570
-80,456
| -11% | -$14.6M | 0.06% | 239 |
|
|
2015
Q1 | $125M | Sell |
717,026
-76,223
| -10% | -$13.3M | 0.06% | 226 |
|
|
2014
Q4 | $135M | Sell |
793,249
-139,176
| -15% | -$23.7M | 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% | +$11.7M | 0.08% | 204 |
|
|
2014
Q1 | $134M | Buy |
875,026
+73,702
| +9% | +$11.3M | 0.07% | 216 |
|
|
2013
Q4 | $125M | Buy |
801,324
+47,054
| +6% | +$7.33M | 0.07% | 219 |
|
|
2013
Q3 | $110M | Buy |
754,270
+203,041
| +37% | +$29.5M | 0.07% | 229 |
|
|
2013
Q2 | $70.7M | Buy |
+551,229
| New | +$70.7M | 0.05% | 270 |
|