New Vernon Investment 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 | $2.23M | Hold |
6,568
| – | – | 2.6% | 14 |
|
|
2025
Q1 | $2.39M | Sell |
6,568
-13,282
| -67% | -$4.83M | 3.19% | 11 |
|
|
2024
Q4 | $2.14M | Buy |
19,850
+11,093
| +127% | +$1.19M | 2.82% | 16 |
|
|
2024
Q3 | $3.42M | Hold |
8,757
| – | – | 3.68% | 12 |
|
|
2024
Q2 | $3.34M | Sell |
8,757
-8,757
| -50% | -$3.34M | 4.33% | 8 |
|
|
2024
Q1 | $6.96M | Hold |
17,514
| – | – | 5.91% | 9 |
|
|
2023
Q4 | $6.19M | Buy |
17,514
+3,503
| +25% | +$1.24M | 7.13% | 2 |
|
|
2023
Q3 | $5.21M | Hold |
14,011
| – | – | 7.96% | 5 |
|
|
2023
Q2 | $4.79M | Hold |
14,011
| – | – | 7.76% | 5 |
|
|
2023
Q1 | $5.02M | Sell |
14,011
-3,503
| -20% | -$1.25M | 10.33% | 2 |
|
|
2022
Q4 | $5.8M | Hold |
17,514
| – | – | 8.91% | 3 |
|
|
2022
Q3 | $4.6M | Hold |
17,514
| – | – | 9.37% | 2 |
|
|
2022
Q2 | $4.91M | Hold |
17,514
| – | – | 8.45% | 3 |
|
|
2022
Q1 | $5.28M | Hold |
17,514
| – | – | 7.36% | 6 |
|
|
2021
Q4 | $4.8M | Hold |
17,514
| – | – | 7.69% | 6 |
|
|
2021
Q3 | $4.39M | Hold |
17,514
| – | – | 7.45% | 4 |
|
|
2021
Q2 | $4.41M | Hold |
17,514
| – | – | 7.4% | 4 |
|
|
2021
Q1 | $4.34M | Hold |
17,514
| – | – | 7.19% | 4 |
|
|
2020
Q4 | $4.1M | Hold |
17,514
| – | – | 7.79% | 3 |
|
|
2020
Q3 | $3.46M | Hold |
17,514
| – | – | 7.8% | 1 |
|
|
2020
Q2 | $3.61M | Buy |
17,514
+8,757
| +100% | +$1.81M | 9.07% | 1 |
|
|
2020
Q1 | $1.69M | Buy |
+8,757
| New | +$1.69M | 4.4% | 8 |
|
|
2019
Q4 | – | Sell |
-13,958
| Closed | -$3.71M | – | 41 |
|
|
2019
Q3 | $3.71M | Buy |
13,958
+5,165
| +59% | +$1.37M | 7.78% | 4 |
|
|
2019
Q2 | $2.17M | Hold |
8,793
| – | – | 4.29% | 8 |
|
|
2019
Q1 | $1.9M | Sell |
8,793
-324
| -4% | -$70K | 4.55% | 8 |
|
|
2018
Q4 | $1.99M | Sell |
9,117
-1,410
| -13% | -$307K | 5.74% | 5 |
|
|
2018
Q3 | $2.41M | Hold |
10,527
| – | – | 2.85% | 12 |
|
|
2018
Q2 | $2.43M | Hold |
10,527
| – | – | 2.77% | 11 |
|
|
2018
Q1 | $2.7M | Sell |
10,527
-5,134
| -33% | -$1.32M | 3.23% | 8 |
|
|
2017
Q4 | $3.47M | Buy |
+15,661
| New | +$3.47M | 3.61% | 7 |
|