MV Capital Management’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 | $9.15K | Hold |
28
| – | – | ﹤0.01% | 535 |
|
|
2025
Q4 | $9.5K | Buy |
28
+5
| +22% | +$1.65K | ﹤0.01% | 529 |
|
|
2025
Q3 | $8.06K | Buy |
23
+1
| +5% | +$338 | ﹤0.01% | 550 |
|
|
2025
Q2 | $7.48K | Sell |
22
-4
| -15% | -$1.38K | ﹤0.01% | 567 |
|
|
2025
Q1 | $9.45K | Sell |
26
-1
| -4% | -$353 | ﹤0.01% | 526 |
|
|
2024
Q4 | $9.79K | Sell |
27
-5
| -16% | -$1.87K | ﹤0.01% | 520 |
|
|
2024
Q3 | $12.5K | Hold |
32
| – | – | ﹤0.01% | 501 |
|
|
2024
Q2 | $12.2K | Buy |
32
+6
| +23% | +$2.27K | ﹤0.01% | 496 |
|
|
2024
Q1 | $10.3K | Buy |
26
+1
| +4% | +$375 | ﹤0.01% | 520 |
|
|
2023
Q4 | $8.84K | Hold |
25
| – | – | ﹤0.01% | 540 |
|
|
2023
Q3 | $9.29K | Sell |
25
-1
| -4% | -$363 | ﹤0.01% | 514 |
|
|
2023
Q2 | $8.89K | Buy |
26
+3
| +13% | +$1.08K | ﹤0.01% | 534 |
|
|
2023
Q1 | $8.23K | Buy |
23
+2
| +10% | +$719 | ﹤0.01% | 534 |
|
|
2022
Q4 | $6.96K | Sell |
21
-1
| -5% | -$312 | ﹤0.01% | 512 |
|
|
2022
Q3 | $6K | Buy |
22
+1
| +5% | +$271 | ﹤0.01% | 524 |
|
|
2022
Q2 | $6K | Sell |
21
-2
| -9% | -$565 | ﹤0.01% | 527 |
|
|
2022
Q1 | $7K | Hold |
23
| – | – | ﹤0.01% | 537 |
|
|
2021
Q4 | $6K | Buy |
23
+5
| +28% | +$1.35K | ﹤0.01% | 571 |
|
|
2021
Q3 | $5K | Buy |
18
+7
| +64% | +$1.79K | ﹤0.01% | 590 |
|
|
2021
Q2 | $3K | Buy |
+11
| New | +$2.86K | ﹤0.01% | 572 |
|
|
2015
Q2 | – | Sell |
-160
| Closed | -$28K | – | 425 |
|
|
2015
Q1 | $28K | Hold |
160
| – | – | 0.01% | 202 |
|
|
2014
Q4 | $27K | Buy |
+160
| New | +$27K | 0.01% | 208 |
|
Other funds holding EG
VCM
VPM
VVP
