Stifel Financial’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 | $564K | Sell |
1,726
-10,430
| -86% | -$3.43M | ﹤0.01% | 2806 |
|
|
2025
Q4 | $4.12M | Sell |
12,156
-3,041
| -20% | -$1M | ﹤0.01% | 1439 |
|
|
2025
Q3 | $5.32M | Sell |
15,197
-3,327
| -18% | -$1.12M | ﹤0.01% | 1265 |
|
|
2025
Q2 | $6.3M | Buy |
18,524
+517
| +3% | +$178K | 0.01% | 1124 |
|
|
2025
Q1 | $6.54M | Sell |
18,007
-134
| -0.7% | -$47.4K | 0.01% | 1047 |
|
|
2024
Q4 | $6.58M | Buy |
18,141
+13,794
| +317% | +$5.17M | 0.01% | 1058 |
|
|
2024
Q3 | $1.7M | Buy |
4,347
+162
| +4% | +$61.7K | ﹤0.01% | 1877 |
|
|
2024
Q2 | $1.59M | Sell |
4,185
-2,927
| -41% | -$1.11M | ﹤0.01% | 1878 |
|
|
2024
Q1 | $2.83M | Buy |
7,112
+3,125
| +78% | +$1.17M | ﹤0.01% | 1490 |
|
|
2023
Q4 | $1.41M | Buy |
3,987
+753
| +23% | +$292K | ﹤0.01% | 1915 |
|
|
2023
Q3 | $1.2M | Buy |
3,234
+493
| +18% | +$179K | ﹤0.01% | 1921 |
|
|
2023
Q2 | $937K | Buy |
2,741
+556
| +25% | +$201K | ﹤0.01% | 2128 |
|
|
2023
Q1 | $782K | Buy |
2,185
+365
| +20% | +$131K | ﹤0.01% | 2227 |
|
|
2022
Q4 | $603K | Buy |
+1,820
| New | +$567K | ﹤0.01% | 2366 |
|
|
2022
Q2 | – | Sell |
-3,994
| Closed | -$1.2M | – | 3360 |
|
|
2022
Q1 | $1.2M | Sell |
3,994
-5,091
| -56% | -$1.46M | ﹤0.01% | 1977 |
|
|
2021
Q4 | $2.49M | Buy |
9,085
+7,020
| +340% | +$1.9M | ﹤0.01% | 1463 |
|
|
2021
Q3 | $518K | Sell |
2,065
-1,277
| -38% | -$328K | ﹤0.01% | 2549 |
|
|
2021
Q2 | $842K | Sell |
3,342
-171
| -5% | -$44.5K | ﹤0.01% | 2231 |
|
|
2021
Q1 | $871K | Sell |
3,513
-1,821
| -34% | -$434K | ﹤0.01% | 2082 |
|
|
2020
Q4 | $1.25M | Buy |
5,334
+51
| +1% | +$11.3K | ﹤0.01% | 1691 |
|
|
2020
Q3 | $1.04M | Buy |
5,283
+172
| +3% | +$36.8K | ﹤0.01% | 1599 |
|
|
2020
Q2 | $1.05M | Sell |
5,111
-150
| -3% | -$29.2K | ﹤0.01% | 1519 |
|
|
2020
Q1 | $1.05M | Buy |
5,261
+1,318
| +33% | +$337K | ﹤0.01% | 1397 |
|
|
2019
Q4 | $1.1M | Buy |
3,943
+1,225
| +45% | +$323K | ﹤0.01% | 1756 |
|
|
2019
Q3 | $726K | Sell |
2,718
-188
| -6% | -$47.5K | ﹤0.01% | 1956 |
|
|
2019
Q2 | $689K | Sell |
2,906
-3,713
| -56% | -$891K | ﹤0.01% | 2028 |
|
|
2019
Q1 | $1.43M | Sell |
6,619
-2,373
| -26% | -$516K | ﹤0.01% | 1439 |
|
|
2018
Q4 | $1.95M | Sell |
8,992
-316
| -3% | -$68.8K | 0.01% | 1169 |
|
|
2018
Q3 | $2.13M | Buy |
9,308
+98
| +1% | +$21.9K | 0.01% | 1229 |
|
|
2018
Q2 | $2.12M | Buy |
9,210
+2,148
| +30% | +$504K | 0.01% | 1180 |
|
|
2018
Q1 | $1.82M | Buy |
7,062
+2,911
| +70% | +$699K | 0.01% | 1219 |
|
|
2017
Q4 | $918K | Sell |
4,151
-7,581
| -65% | -$1.71M | ﹤0.01% | 1575 |
|
|
2017
Q3 | $2.68M | Buy |
11,732
+977
| +9% | +$246K | 0.01% | 995 |
|
|
2017
Q2 | $2.74M | Buy |
10,755
+2,611
| +32% | +$644K | 0.01% | 965 |
|
|
2017
Q1 | $1.91M | Buy |
+8,144
| New | +$1.86M | 0.01% | 1093 |
|
|
2016
Q4 | – | Sell |
-4,626
| Closed | -$883K | – | 2486 |
|
|
2016
Q3 | $883K | Buy |
+4,626
| New | +$870K | ﹤0.01% | 1404 |
|
|
2016
Q2 | – | Sell |
-2,024
| Closed | -$400K | – | 2524 |
|
|
2016
Q1 | $400K | Sell |
2,024
-50
| -2% | -$9.24K | ﹤0.01% | 1700 |
|
|
2015
Q4 | $379K | Sell |
2,074
-208
| -9% | -$37.8K | ﹤0.01% | 1802 |
|
|
2015
Q3 | $395K | Buy |
2,282
+64
| +3% | +$11.6K | ﹤0.01% | 1694 |
|
|
2015
Q2 | $403K | Buy |
+2,218
| New | +$404K | ﹤0.01% | 1799 |
|
Other funds holding EG
VCM
VPM
VVP
