Royal London Asset 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 | $13.3M | Buy |
40,613
+914
| +2% | +$301K | 0.03% | 403 |
|
|
2025
Q4 | $13.5M | Buy |
39,699
+861
| +2% | +$284K | 0.03% | 397 |
|
|
2025
Q3 | $13.6M | Buy |
38,838
+3,939
| +11% | +$1.33M | 0.03% | 389 |
|
|
2025
Q2 | $11.9M | Sell |
34,899
-11,845
| -25% | -$4.09M | 0.03% | 419 |
|
|
2025
Q1 | $17M | Buy |
46,744
+8,387
| +22% | +$2.96M | 0.04% | 349 |
|
|
2024
Q4 | $13.9M | Buy |
38,357
+184
| +0.5% | +$68.9K | 0.03% | 371 |
|
|
2024
Q3 | $15M | Buy |
38,173
+3,423
| +10% | +$1.3M | 0.04% | 357 |
|
|
2024
Q2 | $13.2M | Buy |
34,750
+13,891
| +67% | +$5.25M | 0.03% | 353 |
|
|
2024
Q1 | $8.29M | Buy |
20,859
+2,809
| +16% | +$1.05M | 0.02% | 434 |
|
|
2023
Q4 | $6.38M | Buy |
18,050
+268
| +2% | +$104K | 0.02% | 494 |
|
|
2023
Q3 | $6.61M | Buy |
17,782
+620
| +4% | +$225K | 0.02% | 448 |
|
|
2023
Q2 | $5.87M | Buy |
17,162
+2,551
| +17% | +$921K | 0.02% | 473 |
|
|
2023
Q1 | $5.23M | Sell |
14,611
-13
| -0.1% | -$4.67K | 0.02% | 462 |
|
|
2022
Q4 | $4.84M | Buy |
14,624
+972
| +7% | +$303K | 0.02% | 462 |
|
|
2022
Q3 | $3.58M | Sell |
13,652
-205
| -1% | -$55.5K | 0.02% | 515 |
|
|
2022
Q2 | $3.89M | Hold |
13,857
| – | – | 0.02% | 517 |
|
|
2022
Q1 | $4.18M | Buy |
+13,857
| New | +$3.98M | 0.02% | 539 |
|
|
2021
Q4 | – | Sell |
-14,527
| Closed | -$3.64M | – | 665 |
|
|
2021
Q3 | $3.64M | Buy |
+14,527
| New | +$3.73M | 0.01% | 564 |
|
|
2021
Q2 | – | Sell |
-15,062
| Closed | -$3.73M | – | 668 |
|
|
2021
Q1 | $3.73M | Hold |
15,062
| – | – | 0.02% | 556 |
|
|
2020
Q4 | $3.53M | Sell |
15,062
-415
| -3% | -$91.6K | 0.02% | 523 |
|
|
2020
Q3 | $3.09M | Sell |
15,477
-145
| -0.9% | -$31K | 0.02% | 500 |
|
|
2020
Q2 | $3.16M | Sell |
15,622
-414
| -3% | -$80.6K | 0.02% | 475 |
|
|
2020
Q1 | $3.18M | Hold |
16,036
| – | – | 0.03% | 460 |
|
|
2019
Q4 | $4.45M | Hold |
16,036
| – | – | 0.03% | 455 |
|
|
2019
Q3 | $4.27M | Buy |
+16,036
| New | +$4.05M | 0.03% | 455 |
|
|
2019
Q2 | – | Sell |
-16,036
| Closed | -$3.46M | – | 601 |
|
|
2019
Q1 | $3.46M | Hold |
16,036
| – | – | 0.03% | 511 |
|
|
2018
Q4 | $3.46M | Sell |
16,036
-390,072
| -96% | -$85M | 0.03% | 497 |
|
|
2018
Q3 | $11.9M | Buy |
406,108
+389,080
| +2,285% | +$87.1M | 0.12% | 175 |
|
|
2018
Q2 | $3.92M | Buy |
+17,028
| New | +$4M | 0.04% | 453 |
|
Other funds holding EG
VCM
VPM
VVP
