Schroder Investment Management Group’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 | $5.8M | Buy |
17,078
+13,825
| +425% | +$4.7M | ﹤0.01% | 740 |
|
|
2025
Q1 | $1.18M | Sell |
3,253
-7,678
| -70% | -$2.78M | ﹤0.01% | 969 |
|
|
2024
Q4 | $3.93M | Sell |
10,931
-76,583
| -88% | -$27.5M | ﹤0.01% | 816 |
|
|
2024
Q3 | $34.6M | Buy |
87,514
+3,301
| +4% | +$1.3M | 0.04% | 385 |
|
|
2024
Q2 | $32.1M | Sell |
84,213
-11,905
| -12% | -$4.54M | 0.04% | 377 |
|
|
2024
Q1 | $38.2M | Sell |
96,118
-62,030
| -39% | -$24.7M | 0.04% | 349 |
|
|
2023
Q4 | $55.9M | Sell |
158,148
-3,313
| -2% | -$1.17M | 0.07% | 252 |
|
|
2023
Q3 | $60M | Buy |
161,461
+33,493
| +26% | +$12.4M | 0.09% | 216 |
|
|
2023
Q2 | $43.7M | Buy |
127,968
+2,603
| +2% | +$890K | 0.06% | 307 |
|
|
2023
Q1 | $44.9M | Buy |
125,365
+12,830
| +11% | +$4.59M | 0.07% | 297 |
|
|
2022
Q4 | $37.3M | Buy |
112,535
+20,156
| +22% | +$6.68M | 0.06% | 320 |
|
|
2022
Q3 | $24.2M | Buy |
92,379
+3,687
| +4% | +$968K | 0.04% | 397 |
|
|
2022
Q2 | $24.7M | Buy |
88,692
+24,902
| +39% | +$6.94M | 0.04% | 409 |
|
|
2022
Q1 | $19.4M | Buy |
63,790
+5,693
| +10% | +$1.73M | 0.03% | 504 |
|
|
2021
Q4 | $15.9M | Buy |
58,097
+8,296
| +17% | +$2.27M | 0.02% | 517 |
|
|
2021
Q3 | $12.5M | Sell |
49,801
-2,386
| -5% | -$598K | 0.02% | 585 |
|
|
2021
Q2 | $13.2M | Buy |
52,187
+12,670
| +32% | +$3.19M | 0.02% | 604 |
|
|
2021
Q1 | $9.79M | Sell |
39,517
-44,321
| -53% | -$11M | 0.01% | 671 |
|
|
2020
Q4 | $19.6M | Buy |
83,838
+46,943
| +127% | +$11M | 0.03% | 486 |
|
|
2020
Q3 | $7.33M | Sell |
36,895
-9,495
| -20% | -$1.89M | 0.01% | 646 |
|
|
2020
Q2 | $9.57M | Sell |
46,390
-35,671
| -43% | -$7.35M | 0.02% | 573 |
|
|
2020
Q1 | $15.6M | Buy |
82,061
+40,348
| +97% | +$7.66M | 0.03% | 428 |
|
|
2019
Q4 | $11.5M | Buy |
41,713
+16,043
| +62% | +$4.44M | 0.02% | 608 |
|
|
2019
Q3 | $6.83M | Buy |
25,670
+15,314
| +148% | +$4.07M | 0.01% | 697 |
|
|
2019
Q2 | $2.56M | Sell |
10,356
-61,510
| -86% | -$15.2M | ﹤0.01% | 788 |
|
|
2019
Q1 | $15.5M | Sell |
71,866
-29,692
| -29% | -$6.41M | 0.03% | 505 |
|
|
2018
Q4 | $22.1K | Sell |
101,558
-65,764
| -39% | -$14.3K | 0.04% | 410 |
|
|
2018
Q3 | $38.2M | Sell |
167,322
-50,173
| -23% | -$11.5M | 0.07% | 329 |
|
|
2018
Q2 | $50.3M | Buy |
217,495
+19,694
| +10% | +$4.56M | 0.09% | 274 |
|
|
2018
Q1 | $50.8M | Sell |
197,801
-181,222
| -48% | -$46.5M | 0.09% | 276 |
|
|
2017
Q4 | $83.9M | Sell |
379,023
-59,485
| -14% | -$13.2M | 0.14% | 191 |
|
|
2017
Q3 | $97.7M | Buy |
438,508
+134,219
| +44% | +$29.9M | 0.17% | 144 |
|
|
2017
Q2 | $77.6M | Sell |
304,289
-128,377
| -30% | -$32.8M | 0.14% | 185 |
|
|
2017
Q1 | $102M | Sell |
432,666
-5,503
| -1% | -$1.29M | 0.18% | 142 |
|
|
2016
Q4 | $94.8M | Buy |
438,169
+58,131
| +15% | +$12.6M | 0.18% | 140 |
|
|
2016
Q3 | $72.2M | Sell |
380,038
-8,420
| -2% | -$1.6M | 0.13% | 186 |
|
|
2016
Q2 | $71M | Buy |
388,458
+100,023
| +35% | +$18.3M | 0.14% | 174 |
|
|
2016
Q1 | $56.8M | Sell |
288,435
-215,270
| -43% | -$42.4M | 0.12% | 213 |
|
|
2015
Q4 | $92.2M | Buy |
503,705
+17,561
| +4% | +$3.22M | 0.19% | 134 |
|
|
2015
Q3 | $84.3M | Sell |
486,144
-2,310
| -0.5% | -$400K | 0.18% | 146 |
|
|
2015
Q2 | $88.6M | Buy |
488,454
+49,631
| +11% | +$9M | 0.17% | 143 |
|
|
2015
Q1 | $76.2M | Sell |
438,823
-142,230
| -24% | -$24.7M | 0.15% | 182 |
|
|
2014
Q4 | $99M | Buy |
581,053
+99,353
| +21% | +$16.9M | 0.19% | 142 |
|
|
2014
Q3 | $78M | Buy |
481,700
+426,335
| +770% | +$69.1M | 0.1% | 189 |
|
|
2014
Q2 | $8.89M | Sell |
55,365
-29,244
| -35% | -$4.69M | 0.01% | 651 |
|
|
2014
Q1 | $12.9M | Buy |
84,609
+47,709
| +129% | +$7.3M | 0.01% | 574 |
|
|
2013
Q4 | $5.75M | Buy |
36,900
+23,000
| +165% | +$3.59M | 0.01% | 773 |
|
|
2013
Q3 | $2.02M | Buy |
13,900
+6,700
| +93% | +$974K | ﹤0.01% | 914 |
|
|
2013
Q2 | $923K | Buy |
+7,200
| New | +$923K | ﹤0.01% | 1020 |
|