Morgan Stanley’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $134M | Sell |
410,359
-14,882
| -3% | -$4.9M | 0.01% | 1205 |
|
|
2025
Q4 | $144M | Sell |
425,241
-14,598
| -3% | -$4.82M | 0.01% | 1148 |
|
|
2025
Q3 | $154M | Sell |
439,839
-4,488
| -1% | -$1.52M | 0.01% | 1088 |
|
|
2025
Q2 | $151M | Sell |
444,327
-21,701
| -5% | -$7.49M | 0.01% | 1037 |
|
|
2025
Q1 | $169M | Sell |
466,028
-142,056
| -23% | -$50.2M | 0.01% | 935 |
|
|
2024
Q4 | $220M | Sell |
608,084
-18,239
| -3% | -$6.83M | 0.02% | 788 |
|
|
2024
Q3 | $245M | Buy |
626,323
+83,696
| +15% | +$31.9M | 0.02% | 726 |
|
|
2024
Q2 | $207M | Sell |
542,627
-19,552
| -3% | -$7.39M | 0.02% | 790 |
|
|
2024
Q1 | $223M | Sell |
562,179
-733,201
| -57% | -$275M | 0.02% | 743 |
|
|
2023
Q4 | $458M | Buy |
1,295,380
+840,004
| +184% | +$325M | 0.02% | 712 |
|
|
2023
Q3 | $169M | Buy |
455,376
+24,647
| +6% | +$8.95M | 0.02% | 768 |
|
|
2023
Q2 | $147M | Sell |
430,729
-11,788
| -3% | -$4.26M | 0.01% | 860 |
|
|
2023
Q1 | $158M | Buy |
442,517
+11,513
| +3% | +$4.14M | 0.02% | 796 |
|
|
2022
Q4 | $143M | Buy |
431,004
+18,890
| +5% | +$5.89M | 0.02% | 827 |
|
|
2022
Q3 | $108M | Sell |
412,114
-52,728
| -11% | -$14.3M | 0.01% | 842 |
|
|
2022
Q2 | $130M | Buy |
464,842
+206,879
| +80% | +$58.5M | 0.02% | 783 |
|
|
2022
Q1 | $77.7M | Sell |
257,963
-29,800
| -10% | -$8.56M | 0.01% | 1026 |
|
|
2021
Q4 | $78.8M | Buy |
287,763
+63,385
| +28% | +$17.1M | 0.01% | 1032 |
|
|
2021
Q3 | $56.3M | Buy |
224,378
+18,355
| +9% | +$4.71M | 0.01% | 1217 |
|
|
2021
Q2 | $51.9M | Buy |
206,023
+2,655
| +1% | +$691K | 0.01% | 1282 |
|
|
2021
Q1 | $50.4M | Buy |
203,368
+24,859
| +14% | +$5.92M | 0.01% | 1167 |
|
|
2020
Q4 | $41.8M | Buy |
178,509
+43,214
| +32% | +$9.54M | 0.01% | 1218 |
|
|
2020
Q3 | $26.7M | Buy |
135,295
+13,299
| +11% | +$2.85M | 0.01% | 1267 |
|
|
2020
Q2 | $25.2M | Buy |
121,996
+34,534
| +39% | +$6.72M | 0.01% | 1240 |
|
|
2020
Q1 | $16.8M | Sell |
87,462
-10,551
| -11% | -$2.69M | ﹤0.01% | 1403 |
|
|
2019
Q4 | $27.1M | Buy |
98,013
+9,631
| +11% | +$2.54M | 0.01% | 1393 |
|
|
2019
Q3 | $23.5M | Buy |
88,382
+3,862
| +5% | +$975K | 0.01% | 1368 |
|
|
2019
Q2 | $20.9M | Buy |
84,520
+14,381
| +21% | +$3.45M | 0.01% | 1453 |
|
|
2019
Q1 | $15.1M | Sell |
70,139
-66,805
| -49% | -$14.5M | ﹤0.01% | 1665 |
|
|
2018
Q4 | $29.8M | Sell |
136,944
-2,177
| -2% | -$474K | 0.01% | 1131 |
|
|
2018
Q3 | $31.8M | Sell |
139,121
-31,439
| -18% | -$7.04M | 0.01% | 1275 |
|
|
2018
Q2 | $39.3M | Buy |
170,560
+23,018
| +16% | +$5.4M | 0.01% | 1059 |
|
|
2018
Q1 | $37.9M | Sell |
147,542
-85,888
| -37% | -$20.6M | 0.01% | 1112 |
|
|
2017
Q4 | $51.6M | Sell |
233,430
-225,054
| -49% | -$50.7M | 0.01% | 934 |
|
|
2017
Q3 | $105M | Buy |
458,484
+157,813
| +52% | +$39.8M | 0.03% | 534 |
|
|
2017
Q2 | $76.5M | Sell |
300,671
-11,531
| -4% | -$2.85M | 0.02% | 690 |
|
|
2017
Q1 | $73M | Buy |
312,202
+86,622
| +38% | +$19.8M | 0.02% | 713 |
|
|
2016
Q4 | $48.8M | Buy |
225,580
+70,916
| +46% | +$14.6M | 0.02% | 893 |
|
|
2016
Q3 | $29.4M | Sell |
154,664
-126,167
| -45% | -$23.7M | 0.01% | 1174 |
|
|
2016
Q2 | $51.3M | Buy |
280,831
+71,822
| +34% | +$13.2M | 0.02% | 783 |
|
|
2016
Q1 | $41.3M | Sell |
209,009
-6,283
| -3% | -$1.16M | 0.02% | 867 |
|
|
2015
Q4 | $39.4M | Sell |
215,292
-10,689
| -5% | -$1.94M | 0.01% | 923 |
|
|
2015
Q3 | $39.2M | Buy |
225,981
+35,178
| +18% | +$6.36M | 0.01% | 933 |
|
|
2015
Q2 | $34.7M | Sell |
190,803
-56,441
| -23% | -$10.3M | 0.01% | 1079 |
|
|
2015
Q1 | $43M | Buy |
247,244
+124,604
| +102% | +$21.9M | 0.02% | 933 |
|
|
2014
Q4 | $20.9M | Buy |
122,640
+29,429
| +32% | +$4.97M | 0.01% | 1458 |
|
|
2014
Q3 | $15.1M | Sell |
93,211
-66,751
| -42% | -$10.8M | 0.01% | 1664 |
|
|
2014
Q2 | $25.7M | Buy |
159,962
+36,422
| +29% | +$5.76M | 0.01% | 1225 |
|
|
2014
Q1 | $18.9M | Sell |
123,540
-72,616
| -37% | -$10.7M | 0.01% | 1416 |
|
|
2013
Q4 | $30.6M | Buy |
196,156
+65,450
| +50% | +$9.99M | 0.01% | 1048 |
|
|
2013
Q3 | $19M | Sell |
130,706
-58,067
| -31% | -$7.87M | 0.01% | 1261 |
|
|
2013
Q2 | $24.2M | Buy |
+188,773
| New | +$24.4M | 0.01% | 1048 |
|
Other funds holding EG
VCM
VPM
VVP
