MLM
Mount Lucas Management’s Everest Group EG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,103
| Closed | -$764K | – | 167 |
|
|
2025
Q1 | $764K | Sell |
2,103
-3,134
| -60% | -$1.14M | 0.25% | 88 |
|
|
2024
Q4 | $1.9M | Sell |
5,237
-452
| -8% | -$164K | 0.66% | 30 |
|
|
2024
Q3 | $2.23M | Sell |
5,689
-6,597
| -54% | -$2.58M | 0.76% | 33 |
|
|
2024
Q2 | $4.68M | Buy |
12,286
+404
| +3% | +$154K | 1.34% | 16 |
|
|
2024
Q1 | $4.72M | Sell |
11,882
-1,040
| -8% | -$413K | 1.29% | 15 |
|
|
2023
Q4 | $4.57M | Buy |
12,922
+7,268
| +129% | +$2.57M | 1.31% | 14 |
|
|
2023
Q3 | $2.1M | Sell |
5,654
-213
| -4% | -$79.2K | 0.74% | 57 |
|
|
2023
Q2 | $2.01M | Buy |
+5,867
| New | +$2.01M | 0.67% | 67 |
|
|
2018
Q3 | – | Sell |
-37,195
| Closed | -$8.57M | – | 81 |
|
|
2018
Q2 | $8.57M | Sell |
37,195
-714
| -2% | -$165K | 1.3% | 22 |
|
|
2018
Q1 | $9.74M | Sell |
37,909
-3,127
| -8% | -$803K | 1.57% | 20 |
|
|
2017
Q4 | $9.08M | Sell |
41,036
-1,858
| -4% | -$411K | 1.57% | 25 |
|
|
2017
Q3 | $9.8M | Buy |
+42,894
| New | +$9.8M | 1.77% | 25 |
|