Meeder Asset Management’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 | $21.4K | Buy |
+63
| New | +$21.4K | ﹤0.01% | 510 |
|
|
2024
Q2 | – | Sell |
-10
| Closed | -$3.98K | – | 888 |
|
|
2024
Q1 | $3.98K | Sell |
10
-570
| -98% | -$227K | ﹤0.01% | 658 |
|
|
2023
Q4 | $205K | Hold |
580
| – | – | 0.02% | 309 |
|
|
2023
Q3 | $216K | Hold |
580
| – | – | 0.02% | 269 |
|
|
2023
Q2 | $198K | Hold |
580
| – | – | 0.01% | 312 |
|
|
2023
Q1 | $208K | Sell |
580
-200
| -26% | -$71.6K | 0.02% | 308 |
|
|
2022
Q4 | $258K | Sell |
780
-286
| -27% | -$94.7K | 0.02% | 339 |
|
|
2022
Q3 | $280K | Sell |
1,066
-34
| -3% | -$8.93K | 0.02% | 505 |
|
|
2022
Q2 | $309K | Buy |
1,100
+6
| +0.5% | +$1.69K | 0.02% | 505 |
|
|
2022
Q1 | $330K | Buy |
+1,094
| New | +$330K | 0.02% | 527 |
|
|
2021
Q4 | – | Sell |
-1,346
| Closed | -$338K | – | 1509 |
|
|
2021
Q3 | $338K | Sell |
1,346
-512
| -28% | -$129K | 0.02% | 586 |
|
|
2021
Q2 | $468K | Buy |
1,858
+13
| +0.7% | +$3.27K | 0.02% | 526 |
|
|
2021
Q1 | $458K | Buy |
1,845
+1,782
| +2,829% | +$442K | 0.02% | 511 |
|
|
2020
Q4 | $15K | Buy |
63
+38
| +152% | +$9.05K | ﹤0.01% | 872 |
|
|
2020
Q3 | $5K | Buy |
25
+8
| +47% | +$1.6K | ﹤0.01% | 1563 |
|
|
2020
Q2 | $4K | Buy |
17
+12
| +240% | +$2.82K | ﹤0.01% | 1573 |
|
|
2020
Q1 | $1K | Sell |
5
-2,613
| -100% | -$523K | ﹤0.01% | 2177 |
|
|
2019
Q4 | $725K | Sell |
2,618
-453
| -15% | -$125K | 0.04% | 319 |
|
|
2019
Q3 | $817K | Buy |
3,071
+10
| +0.3% | +$2.66K | 0.05% | 276 |
|
|
2019
Q2 | $757K | Buy |
3,061
+5
| +0.2% | +$1.24K | 0.05% | 312 |
|
|
2019
Q1 | $660K | Sell |
3,056
-346
| -10% | -$74.7K | 0.05% | 332 |
|
|
2018
Q4 | $741K | Sell |
3,402
-1
| -0% | -$218 | 0.07% | 251 |
|
|
2018
Q3 | $778K | Buy |
3,403
+38
| +1% | +$8.69K | 0.06% | 288 |
|
|
2018
Q2 | $776K | Sell |
3,365
-329
| -9% | -$75.8K | 0.07% | 285 |
|
|
2018
Q1 | $949K | Buy |
+3,694
| New | +$949K | 0.09% | 208 |
|
|
2017
Q4 | – | Sell |
-3,972
| Closed | -$907K | – | 1686 |
|
|
2017
Q3 | $907K | Sell |
3,972
-5,092
| -56% | -$1.16M | 0.1% | 235 |
|
|
2017
Q2 | $2.31M | Sell |
9,064
-2,115
| -19% | -$539K | 0.22% | 108 |
|
|
2017
Q1 | $2.61M | Buy |
11,179
+247
| +2% | +$57.7K | 0.23% | 100 |
|
|
2016
Q4 | $2.37M | Buy |
+10,932
| New | +$2.37M | 0.23% | 108 |
|
|
2016
Q3 | – | Sell |
-7,615
| Closed | -$1.39M | – | 806 |
|
|
2016
Q2 | $1.39M | Sell |
7,615
-3,843
| -34% | -$701K | 0.13% | 174 |
|
|
2016
Q1 | $2.26M | Buy |
11,458
+11,114
| +3,231% | +$2.19M | 0.21% | 104 |
|
|
2015
Q4 | $63K | Buy |
+344
| New | +$63K | 0.01% | 652 |
|
|
2015
Q3 | – | Sell |
-1,560
| Closed | -$284K | – | 702 |
|
|
2015
Q2 | $284K | Hold |
1,560
| – | – | 0.03% | 368 |
|
|
2015
Q1 | $271K | Buy |
+1,560
| New | +$271K | 0.03% | 393 |
|