Meritage Portfolio 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 | $4.07M | Sell |
11,962
-6
| -0.1% | -$2.04K | 0.26% | 112 |
|
|
2025
Q1 | $4.35M | Sell |
11,968
-80
| -0.7% | -$29.1K | 0.29% | 103 |
|
|
2024
Q4 | $4.37M | Sell |
12,048
-504
| -4% | -$183K | 0.27% | 106 |
|
|
2024
Q3 | $4.92M | Sell |
12,552
-239
| -2% | -$93.6K | 0.3% | 104 |
|
|
2024
Q2 | $4.87M | Sell |
12,791
-152
| -1% | -$57.9K | 0.31% | 97 |
|
|
2024
Q1 | $5.15M | Buy |
+12,943
| New | +$5.15M | 0.33% | 93 |
|
|
2017
Q3 | – | Sell |
-29,240
| Closed | -$7.44M | – | 204 |
|
|
2017
Q2 | $7.44M | Sell |
29,240
-759
| -3% | -$193K | 0.77% | 27 |
|
|
2017
Q1 | $7.01M | Buy |
29,999
+258
| +0.9% | +$60.3K | 0.74% | 33 |
|
|
2016
Q4 | $6.44M | Sell |
29,741
-377
| -1% | -$81.6K | 0.7% | 47 |
|
|
2016
Q3 | $5.72M | Sell |
30,118
-183
| -0.6% | -$34.8K | 0.63% | 53 |
|
|
2016
Q2 | $5.54M | Sell |
30,301
-435
| -1% | -$79.5K | 0.62% | 55 |
|
|
2016
Q1 | $6.07M | Sell |
30,736
-374
| -1% | -$73.8K | 0.69% | 50 |
|
|
2015
Q4 | $5.7M | Buy |
31,110
+87
| +0.3% | +$15.9K | 0.64% | 55 |
|
|
2015
Q3 | $5.38M | Buy |
31,023
+1,016
| +3% | +$176K | 0.62% | 56 |
|
|
2015
Q2 | $5.46M | Buy |
30,007
+261
| +0.9% | +$47.5K | 0.57% | 72 |
|
|
2015
Q1 | $5.18M | Buy |
29,746
+345
| +1% | +$60K | 0.52% | 90 |
|
|
2014
Q4 | $5.01M | Sell |
29,401
-5
| -0% | -$852 | 0.53% | 80 |
|
|
2014
Q3 | $4.76M | Sell |
29,406
-714
| -2% | -$116K | 0.54% | 86 |
|
|
2014
Q2 | $4.83M | Buy |
+30,120
| New | +$4.83M | 0.53% | 86 |
|