SEI Investments’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 | $41.7M | Buy |
127,583
+14,314
| +13% | +$4.71M | 0.04% | 483 |
|
|
2025
Q4 | $38.4M | Sell |
113,269
-95,171
| -46% | -$31.4M | 0.04% | 481 |
|
|
2025
Q3 | $73M | Buy |
208,440
+19,779
| +10% | +$6.68M | 0.08% | 252 |
|
|
2025
Q2 | $64.1M | Buy |
188,661
+44,124
| +31% | +$15.2M | 0.07% | 282 |
|
|
2025
Q1 | $52.5M | Buy |
144,537
+5,602
| +4% | +$1.98M | 0.07% | 324 |
|
|
2024
Q4 | $50.4M | Buy |
138,935
+35,904
| +35% | +$13.4M | 0.06% | 318 |
|
|
2024
Q3 | $40.4M | Buy |
103,031
+9,258
| +10% | +$3.53M | 0.05% | 388 |
|
|
2024
Q2 | $35.7M | Sell |
93,773
-1,377
| -1% | -$521K | 0.05% | 386 |
|
|
2024
Q1 | $37.8M | Buy |
95,150
+397
| +0.4% | +$149K | 0.06% | 373 |
|
|
2023
Q4 | $33.5M | Sell |
94,753
-14,567
| -13% | -$5.64M | 0.05% | 380 |
|
|
2023
Q3 | $40.6M | Sell |
109,320
-7,514
| -6% | -$2.73M | 0.07% | 289 |
|
|
2023
Q2 | $39.9M | Sell |
116,834
-20,028
| -15% | -$7.23M | 0.07% | 295 |
|
|
2023
Q1 | $49M | Sell |
136,862
-12,301
| -8% | -$4.42M | 0.09% | 232 |
|
|
2022
Q4 | $49.4M | Sell |
149,163
-7,472
| -5% | -$2.33M | 0.11% | 196 |
|
|
2022
Q3 | $41.1M | Buy |
156,635
+24,197
| +18% | +$6.55M | 0.09% | 231 |
|
|
2022
Q2 | $37.3M | Sell |
132,438
-1,103
| -0.8% | -$312K | 0.08% | 273 |
|
|
2022
Q1 | $40.4M | Sell |
133,541
-2,183
| -2% | -$627K | 0.08% | 257 |
|
|
2021
Q4 | $37.3M | Sell |
135,724
-3,921
| -3% | -$1.06M | 0.07% | 290 |
|
|
2021
Q3 | $35.2M | Sell |
139,645
-6,613
| -5% | -$1.7M | 0.07% | 282 |
|
|
2021
Q2 | $37.1M | Buy |
146,258
+10,069
| +7% | +$2.62M | 0.08% | 242 |
|
|
2021
Q1 | $33.6M | Sell |
136,189
-19,636
| -13% | -$4.68M | 0.08% | 233 |
|
|
2020
Q4 | $36.5M | Sell |
155,825
-9,075
| -6% | -$2M | 0.09% | 208 |
|
|
2020
Q3 | $32.6M | Buy |
164,900
+3,072
| +2% | +$658K | 0.09% | 194 |
|
|
2020
Q2 | $33.4M | Sell |
161,828
-90,406
| -36% | -$17.6M | 0.1% | 178 |
|
|
2020
Q1 | $48.6M | Sell |
252,234
-17,620
| -7% | -$4.5M | 0.18% | 94 |
|
|
2019
Q4 | $74.8M | Sell |
269,854
-13,170
| -5% | -$3.47M | 0.22% | 74 |
|
|
2019
Q3 | $75.4M | Sell |
283,024
-3,147
| -1% | -$795K | 0.19% | 84 |
|
|
2019
Q2 | $70.6M | Buy |
286,171
+10,035
| +4% | +$2.41M | 0.23% | 70 |
|
|
2019
Q1 | $59.7M | Sell |
276,136
-16,750
| -6% | -$3.65M | 0.2% | 86 |
|
|
2018
Q4 | $65.7M | Buy |
292,886
+13,595
| +5% | +$2.96M | 0.23% | 69 |
|
|
2018
Q3 | $63.9M | Sell |
279,291
-26,741
| -9% | -$5.98M | 0.23% | 68 |
|
|
2018
Q2 | $70.5M | Buy |
306,032
+26,218
| +9% | +$6.15M | 0.24% | 68 |
|
|
2018
Q1 | $71.9M | Buy |
279,814
+93,823
| +50% | +$22.5M | 0.28% | 59 |
|
|
2017
Q4 | $41.2M | Buy |
185,991
+27,087
| +17% | +$6.11M | 0.14% | 141 |
|
|
2017
Q3 | $36.3M | Sell |
158,904
-141,419
| -47% | -$35.6M | 0.13% | 153 |
|
|
2017
Q2 | $76.5M | Buy |
300,323
+113,415
| +61% | +$28M | 0.3% | 60 |
|
|
2017
Q1 | $43.7M | Sell |
186,908
-33,681
| -15% | -$7.69M | 0.19% | 108 |
|
|
2016
Q4 | $47.7M | Buy |
220,589
+3,175
| +1% | +$654K | 0.23% | 86 |
|
|
2016
Q3 | $41.3M | Sell |
217,414
-25,470
| -10% | -$4.79M | 0.21% | 106 |
|
|
2016
Q2 | $44.4M | Sell |
242,884
-68,562
| -22% | -$12.6M | 0.27% | 78 |
|
|
2016
Q1 | $61.5M | Buy |
311,446
+29,511
| +10% | +$5.45M | 0.38% | 45 |
|
|
2015
Q4 | $51.6M | Buy |
281,935
+111,313
| +65% | +$20.2M | 0.31% | 57 |
|
|
2015
Q3 | $29.6M | Buy |
170,622
+962
| +0.6% | +$174K | 0.27% | 82 |
|
|
2015
Q2 | $30.9M | Buy |
169,660
+174
| +0.1% | +$31.7K | 0.28% | 92 |
|
|
2015
Q1 | $29.5M | Buy |
169,486
+1,635
| +1% | +$287K | 0.26% | 94 |
|
|
2014
Q4 | $28.6M | Buy |
+167,851
| New | +$28.3M | 0.25% | 101 |
|
Other funds holding EG
VCM
VPM
VVP
