Mercer Global Advisors’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 | $4.02M | Sell |
11,828
-16,530
| -58% | -$5.62M | 0.01% | 608 |
|
|
2025
Q1 | $10.3M | Sell |
28,358
-6,432
| -18% | -$2.34M | 0.02% | 360 |
|
|
2024
Q4 | $12.6M | Sell |
34,790
-4,087
| -11% | -$1.48M | 0.03% | 309 |
|
|
2024
Q3 | $15.4M | Buy |
38,877
+946
| +2% | +$375K | 0.04% | 247 |
|
|
2024
Q2 | $14.5M | Buy |
37,931
+3,791
| +11% | +$1.45M | 0.04% | 238 |
|
|
2024
Q1 | $13.6M | Buy |
34,140
+756
| +2% | +$301K | 0.04% | 250 |
|
|
2023
Q4 | $11.8M | Buy |
33,384
+463
| +1% | +$164K | 0.04% | 277 |
|
|
2023
Q3 | $12.2M | Buy |
32,921
+3,366
| +11% | +$1.25M | 0.05% | 233 |
|
|
2023
Q2 | $10.1M | Buy |
29,555
+2,087
| +8% | +$713K | 0.04% | 292 |
|
|
2023
Q1 | $9.83M | Buy |
27,468
+1,775
| +7% | +$635K | 0.04% | 276 |
|
|
2022
Q4 | $8.51M | Buy |
25,693
+2,234
| +10% | +$740K | 0.04% | 303 |
|
|
2022
Q3 | $6.16M | Buy |
23,459
+19,637
| +514% | +$5.15M | 0.04% | 327 |
|
|
2022
Q2 | $1.07M | Sell |
3,822
-322
| -8% | -$90.2K | 0.01% | 818 |
|
|
2022
Q1 | $1.25M | Sell |
4,144
-12,210
| -75% | -$3.68M | 0.01% | 807 |
|
|
2021
Q4 | $4.48M | Buy |
16,354
+2,513
| +18% | +$688K | 0.03% | 405 |
|
|
2021
Q3 | $3.47M | Buy |
13,841
+2,913
| +27% | +$731K | 0.02% | 448 |
|
|
2021
Q2 | $2.75M | Buy |
10,928
+1,015
| +10% | +$256K | 0.02% | 470 |
|
|
2021
Q1 | $2.46M | Buy |
9,913
+8,937
| +916% | +$2.22M | 0.02% | 463 |
|
|
2020
Q4 | $228K | Buy |
+976
| New | +$228K | ﹤0.01% | 1177 |
|
|
2020
Q1 | – | Sell |
-1,171
| Closed | -$324K | – | 1142 |
|
|
2019
Q4 | $324K | Sell |
1,171
-146
| -11% | -$40.4K | 0.01% | 886 |
|
|
2019
Q3 | $350K | Buy |
+1,317
| New | +$350K | 0.01% | 839 |
|