Sentry Investment Management’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 | $43K | Hold |
125
| – | – | 0.02% | 420 |
|
|
2025
Q1 | $41K | Sell |
125
-37
| -23% | -$12.1K | 0.03% | 393 |
|
|
2024
Q4 | $59K | Sell |
162
-26
| -14% | -$9.47K | 0.03% | 382 |
|
|
2024
Q3 | $74K | Hold |
188
| – | – | 0.03% | 386 |
|
|
2024
Q2 | $72K | Sell |
188
-38
| -17% | -$14.6K | 0.03% | 371 |
|
|
2024
Q1 | $90K | Hold |
226
| – | – | 0.03% | 370 |
|
|
2023
Q4 | $80K | Sell |
226
-24
| -10% | -$8.5K | 0.03% | 386 |
|
|
2023
Q3 | $93K | Sell |
250
-7
| -3% | -$2.6K | 0.04% | 361 |
|
|
2023
Q2 | $88K | Hold |
257
| – | – | 0.03% | 411 |
|
|
2023
Q1 | $92K | Hold |
257
| – | – | 0.04% | 378 |
|
|
2022
Q4 | $85K | Hold |
257
| – | – | 0.04% | 394 |
|
|
2022
Q3 | $67K | Hold |
257
| – | – | 0.03% | 428 |
|
|
2022
Q2 | $72K | Sell |
257
-50
| -16% | -$14K | 0.03% | 435 |
|
|
2022
Q1 | $93K | Sell |
307
-52
| -14% | -$15.8K | 0.03% | 446 |
|
|
2021
Q4 | $98K | Hold |
359
| – | – | 0.03% | 437 |
|
|
2021
Q3 | $90K | Buy |
359
+317
| +755% | +$79.5K | 0.03% | 451 |
|
|
2021
Q2 | $11K | Sell |
42
-354
| -89% | -$92.7K | ﹤0.01% | 459 |
|
|
2021
Q1 | $98K | Sell |
396
-1,913
| -83% | -$473K | 0.03% | 432 |
|
|
2020
Q4 | $541K | Buy |
2,309
+59
| +3% | +$13.8K | 0.03% | 391 |
|
|
2020
Q3 | $444K | Hold |
2,250
| – | – | 0.02% | 376 |
|
|
2020
Q2 | $464K | Sell |
2,250
-117
| -5% | -$24.1K | 0.03% | 406 |
|
|
2020
Q1 | $455K | Buy |
+2,367
| New | +$455K | 0.03% | 325 |
|
|
2019
Q3 | – | Sell |
-2,316
| Closed | -$572K | – | 450 |
|
|
2019
Q2 | $572K | Hold |
2,316
| – | – | 0.04% | 388 |
|
|
2019
Q1 | $500K | Sell |
2,316
-206
| -8% | -$44.5K | 0.03% | 402 |
|
|
2018
Q4 | $549K | Sell |
2,522
-66
| -3% | -$14.4K | 0.04% | 384 |
|
|
2018
Q3 | $591K | Hold |
2,588
| – | – | 0.04% | 395 |
|
|
2018
Q2 | $596K | Sell |
2,588
-288
| -10% | -$66.3K | 0.04% | 397 |
|
|
2018
Q1 | $739K | Sell |
2,876
-276
| -9% | -$70.9K | 0.04% | 371 |
|
|
2017
Q4 | $697K | Hold |
3,152
| – | – | 0.04% | 392 |
|
|
2017
Q3 | $720K | Hold |
3,152
| – | – | 0.03% | 390 |
|
|
2017
Q2 | $802K | Buy |
+3,152
| New | +$802K | 0.03% | 368 |
|