Nisa Investment Advisors’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 | $4.36M | Sell |
12,828
-323
| -2% | -$110K | 0.02% | 441 |
|
|
2025
Q1 | $4.78M | Sell |
13,151
-1,160
| -8% | -$421K | 0.02% | 420 |
|
|
2024
Q4 | $5.19M | Sell |
14,311
-10,494
| -42% | -$3.8M | 0.02% | 441 |
|
|
2024
Q3 | $9.72M | Buy |
24,805
+10,537
| +74% | +$4.13M | 0.06% | 290 |
|
|
2024
Q2 | $5.44M | Sell |
14,268
-1,842
| -11% | -$702K | 0.03% | 413 |
|
|
2024
Q1 | $6.4M | Buy |
16,110
+830
| +5% | +$330K | 0.04% | 372 |
|
|
2023
Q4 | $5.4M | Sell |
15,280
-2,351
| -13% | -$831K | 0.04% | 394 |
|
|
2023
Q3 | $6.55M | Sell |
17,631
-6,023
| -25% | -$2.24M | 0.05% | 328 |
|
|
2023
Q2 | $8.09M | Sell |
23,654
-1,182
| -5% | -$404K | 0.06% | 302 |
|
|
2023
Q1 | $8.89M | Buy |
24,836
+2,462
| +11% | +$881K | 0.07% | 279 |
|
|
2022
Q4 | $7.41M | Sell |
22,374
-2,400
| -10% | -$795K | 0.06% | 330 |
|
|
2022
Q3 | $6.5M | Sell |
24,774
-2,685
| -10% | -$705K | 0.06% | 324 |
|
|
2022
Q2 | $7.7M | Buy |
27,459
+8,989
| +49% | +$2.52M | 0.07% | 279 |
|
|
2022
Q1 | $5.57M | Buy |
18,470
+900
| +5% | +$271K | 0.04% | 393 |
|
|
2021
Q4 | $4.98M | Sell |
17,570
-1,100
| -6% | -$312K | 0.04% | 400 |
|
|
2021
Q3 | $4.68K | Buy |
18,670
+40
| +0.2% | +$10 | 0.03% | 459 |
|
|
2021
Q2 | $4.7K | Sell |
18,630
-800
| -4% | -$202 | 0.03% | 461 |
|
|
2021
Q1 | $4.82K | Sell |
19,430
-700
| -3% | -$173 | 0.03% | 457 |
|
|
2020
Q4 | $4.71M | Sell |
20,130
-700
| -3% | -$164K | 0.03% | 469 |
|
|
2020
Q3 | $4.12M | Buy |
20,830
+900
| +5% | +$178K | 0.03% | 417 |
|
|
2020
Q2 | $4.11M | Sell |
19,930
-1,715
| -8% | -$354K | 0.04% | 391 |
|
|
2020
Q1 | $4.17M | Buy |
21,645
+2,525
| +13% | +$486K | 0.05% | 346 |
|
|
2019
Q4 | $5.29M | Sell |
19,120
-600
| -3% | -$166K | 0.05% | 367 |
|
|
2019
Q3 | $5.25M | Hold |
19,720
| – | – | 0.05% | 367 |
|
|
2019
Q2 | $4.87M | Sell |
19,720
-1,600
| -8% | -$395K | 0.05% | 371 |
|
|
2019
Q1 | $4.6M | Sell |
21,320
-1,350
| -6% | -$292K | 0.04% | 375 |
|
|
2018
Q4 | $4.94M | Buy |
22,670
+910
| +4% | +$198K | 0.06% | 329 |
|
|
2018
Q3 | $4.97M | Hold |
21,760
| – | – | 0.05% | 377 |
|
|
2018
Q2 | $5.02M | Sell |
21,760
-100
| -0.5% | -$23K | 0.05% | 349 |
|
|
2018
Q1 | $5.57M | Sell |
21,860
-300
| -1% | -$76.4K | 0.06% | 309 |
|
|
2017
Q4 | $4.9M | Sell |
22,160
-2,900
| -12% | -$642K | 0.05% | 340 |
|
|
2017
Q3 | $5.72M | Sell |
25,060
-600
| -2% | -$137K | 0.06% | 304 |
|
|
2017
Q2 | $6.53M | Sell |
25,660
-3,741
| -13% | -$952K | 0.08% | 265 |
|
|
2017
Q1 | $6.87M | Buy |
29,401
+4,341
| +17% | +$1.01M | 0.08% | 256 |
|
|
2016
Q4 | $5.42M | Sell |
25,060
-2,754
| -10% | -$596K | 0.07% | 299 |
|
|
2016
Q3 | $5.28M | Buy |
27,814
+3,804
| +16% | +$723K | 0.07% | 302 |
|
|
2016
Q2 | $4.39M | Sell |
24,010
-800
| -3% | -$146K | 0.06% | 333 |
|
|
2016
Q1 | $4.9M | Hold |
24,810
| – | – | 0.07% | 302 |
|
|
2015
Q4 | $4.54M | Sell |
24,810
-1,150
| -4% | -$211K | 0.06% | 301 |
|
|
2015
Q3 | $4.5M | Buy |
25,960
+300
| +1% | +$52K | 0.07% | 291 |
|
|
2015
Q2 | $4.67M | Sell |
25,660
-100
| -0.4% | -$18.2K | 0.07% | 303 |
|
|
2015
Q1 | $4.48M | Sell |
25,760
-750
| -3% | -$130K | 0.06% | 319 |
|
|
2014
Q4 | $4.52M | Sell |
26,510
-700
| -3% | -$119K | 0.06% | 316 |
|
|
2014
Q3 | $4.41M | Buy |
27,210
+1,600
| +6% | +$259K | 0.06% | 299 |
|
|
2014
Q2 | $4.11M | Sell |
25,610
-1,300
| -5% | -$209K | 0.06% | 329 |
|
|
2014
Q1 | $4.12M | Buy |
26,910
+10
| +0% | +$1.53K | 0.06% | 328 |
|
|
2013
Q4 | $4.19M | Hold |
26,900
| – | – | 0.06% | 303 |
|
|
2013
Q3 | $3.91M | Sell |
26,900
-1,700
| -6% | -$247K | 0.06% | 313 |
|
|
2013
Q2 | $3.67M | Buy |
+28,600
| New | +$3.67M | 0.06% | 321 |
|