Te Ahumairangi Investment Management’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 | $17.4M | Buy |
53,180
+7,920
| +17% | +$2.61M | 2.91% | 5 |
|
|
2025
Q4 | $15.4M | Sell |
45,260
-2,680
| -6% | -$885K | 2.75% | 5 |
|
|
2025
Q3 | $16.8M | Buy |
47,940
+6,344
| +15% | +$2.14M | 2.85% | 5 |
|
|
2025
Q2 | $14.1M | Buy |
41,596
+5,666
| +16% | +$1.95M | 2.53% | 5 |
|
|
2025
Q1 | $13.1M | Buy |
35,930
+350
| +1% | +$124K | 2.76% | 5 |
|
|
2024
Q4 | $12.9M | Sell |
35,580
-515
| -1% | -$193K | 2.7% | 5 |
|
|
2024
Q3 | $14.1M | Buy |
36,095
+4,255
| +13% | +$1.62M | 2.49% | 5 |
|
|
2024
Q2 | $12.1M | Buy |
31,840
+1,145
| +4% | +$433K | 2.33% | 6 |
|
|
2024
Q1 | $12.2M | Buy |
30,695
+1,840
| +6% | +$690K | 2.12% | 10 |
|
|
2023
Q4 | $10.2M | Sell |
28,855
-1,887
| -6% | -$731K | 1.93% | 11 |
|
|
2023
Q3 | $11.4M | Sell |
30,742
-6,585
| -18% | -$2.39M | 1.86% | 12 |
|
|
2023
Q2 | $12.8M | Buy |
37,327
+1,535
| +4% | +$554K | 1.74% | 16 |
|
|
2023
Q1 | $12.8M | Buy |
35,792
+405
| +1% | +$146K | 1.84% | 11 |
|
|
2022
Q4 | $11.7M | Sell |
35,387
-6,591
| -16% | -$2.05M | 1.83% | 10 |
|
|
2022
Q3 | $11M | Buy |
41,978
+1,090
| +3% | +$295K | 1.87% | 8 |
|
|
2022
Q2 | $11.5M | Sell |
40,888
-1,385
| -3% | -$392K | 1.73% | 11 |
|
|
2022
Q1 | $12.7M | Sell |
42,273
-1,335
| -3% | -$384K | 1.73% | 12 |
|
|
2021
Q4 | $11.9M | Sell |
43,608
-1,830
| -4% | -$495K | 1.54% | 16 |
|
|
2021
Q3 | $11.4M | Sell |
45,438
-2,774
| -6% | -$711K | 1.57% | 16 |
|
|
2021
Q2 | $12.2M | Sell |
48,212
-2,504
| -5% | -$652K | 1.59% | 16 |
|
|
2021
Q1 | $12.6M | Buy |
50,716
+188
| +0.4% | +$44.8K | 1.61% | 14 |
|
|
2020
Q4 | $11.8M | Buy |
50,528
+4,989
| +11% | +$1.1M | 1.64% | 13 |
|
|
2020
Q3 | $9M | Buy |
+45,539
| New | +$9.75M | 1.53% | 19 |
|
Other funds holding EG
VCM
VPM
VVP
