OAM
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Oppenheimer Asset Management’s Everest Group EG Stock Holding History

Oppenheimer Asset Management’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-730
Closed -$290K – 1158
2024
Q1 		$290K Sell
730
-1,464
-67% -$549K ﹤0.01% 966
2023
Q4 		$776K Sell
2,194
-249
-10% -$96.4K 0.01% 769
2023
Q3 		$908K Sell
2,443
-271
-10% -$98.4K 0.01% 711
2023
Q2 		$928K Sell
2,714
-190
-7% -$68.6K 0.01% 724
2023
Q1 		$1.04M Buy
2,904
+1,241
+75% +$446K 0.02% 680
2022
Q4 		$551K Buy
+1,663
New +$518K 0.01% 829
2018
Q3 		– Sell
-937
Closed -$216K – 1148
2018
Q2 		$216K Sell
937
-30
-3% -$7.04K 0.01% 1057
2018
Q1 		$248K Sell
967
-33
-3% -$7.92K 0.01% 992
2017
Q4 		$228K Hold
1,000
– – 0.01% 1010
2017
Q3 		$228K Buy
+1,000
New +$252K 0.01% 1015

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CIP
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