Somerset Trust’s Everest Group EG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$211K Sell
2025
Q2
$274K Buy
2025
Q1
$285K Buy
2024
Q4
$206K Buy
2024
Q3
$221K Buy
2024
Q2
$208K Buy
2024
Q1
$211K Buy
2023
Q4
Sell
2023
Q3
$224K Buy
2019
Q2
Sell
2019
Q1
$26K Buy
2018
Q4
$9K Buy
2018
Q3
$1K Buy
2017
Q2
Sell
2017
Q1
$3K Buy