Te Ahumairangi 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 | $14.1M | Buy |
41,596
+5,666
| +16% | +$1.93M | 2.53% | 5 |
|
2025
Q1 | $13.1M | Buy |
35,930
+350
| +1% | +$127K | 2.76% | 5 |
|
2024
Q4 | $12.9M | Sell |
35,580
-515
| -1% | -$187K | 2.7% | 5 |
|
2024
Q3 | $14.1M | Buy |
36,095
+4,255
| +13% | +$1.66M | 2.49% | 5 |
|
2024
Q2 | $12.1M | Buy |
31,840
+1,145
| +4% | +$436K | 2.33% | 6 |
|
2024
Q1 | $12.2M | Buy |
30,695
+1,840
| +6% | +$731K | 2.12% | 10 |
|
2023
Q4 | $10.2M | Sell |
28,855
-1,887
| -6% | -$667K | 1.93% | 11 |
|
2023
Q3 | $11.4M | Sell |
30,742
-6,585
| -18% | -$2.45M | 1.86% | 12 |
|
2023
Q2 | $12.8M | Buy |
37,327
+1,535
| +4% | +$525K | 1.74% | 16 |
|
2023
Q1 | $12.8M | Buy |
35,792
+405
| +1% | +$145K | 1.84% | 11 |
|
2022
Q4 | $11.7M | Sell |
35,387
-6,591
| -16% | -$2.18M | 1.83% | 10 |
|
2022
Q3 | $11M | Buy |
41,978
+1,090
| +3% | +$286K | 1.87% | 8 |
|
2022
Q2 | $11.5M | Sell |
40,888
-1,385
| -3% | -$388K | 1.73% | 11 |
|
2022
Q1 | $12.7M | Sell |
42,273
-1,335
| -3% | -$402K | 1.73% | 12 |
|
2021
Q4 | $11.9M | Sell |
43,608
-1,830
| -4% | -$501K | 1.54% | 16 |
|
2021
Q3 | $11.4M | Sell |
45,438
-2,774
| -6% | -$696K | 1.57% | 16 |
|
2021
Q2 | $12.2M | Sell |
48,212
-2,504
| -5% | -$631K | 1.59% | 16 |
|
2021
Q1 | $12.6M | Buy |
50,716
+188
| +0.4% | +$46.6K | 1.61% | 14 |
|
2020
Q4 | $11.8M | Buy |
50,528
+4,989
| +11% | +$1.17M | 1.64% | 13 |
|
2020
Q3 | $9M | Buy |
+45,539
| New | +$9M | 1.53% | 19 |
|