Tradition Capital Management’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $5.56M | Buy |
25,767
+4,745
| +23% | +$1.02M | 1.51% | 20 |
|
|
2018
Q4 | $4.58M | Sell |
21,022
-1,155
| -5% | -$251K | 1.43% | 22 |
|
|
2018
Q3 | $5.07M | Buy |
22,177
+2,375
| +12% | +$543K | 1.32% | 24 |
|
|
2018
Q2 | $4.56M | Buy |
19,802
+280
| +1% | +$64.5K | 1.3% | 24 |
|
|
2018
Q1 | $5.01M | Buy |
19,522
+17,150
| +723% | +$4.4M | 1.43% | 21 |
|
|
2017
Q4 | $524K | Hold |
2,372
| – | – | 0.14% | 123 |
|
|
2017
Q3 | $542K | Sell |
2,372
-200
| -8% | -$45.7K | 0.18% | 108 |
|
|
2017
Q2 | $655K | Sell |
2,572
-50
| -2% | -$12.7K | 0.22% | 104 |
|
|
2017
Q1 | $613K | Hold |
2,622
| – | – | 0.2% | 103 |
|
|
2016
Q4 | $567K | Hold |
2,622
| – | – | 0.19% | 101 |
|
|
2016
Q3 | $498K | Sell |
2,622
-100
| -4% | -$19K | 0.17% | 108 |
|
|
2016
Q2 | $497K | Sell |
2,722
-128
| -4% | -$23.4K | 0.17% | 121 |
|
|
2016
Q1 | $562K | Hold |
2,850
| – | – | 0.19% | 112 |
|
|
2015
Q4 | $521K | Hold |
2,850
| – | – | 0.18% | 110 |
|
|
2015
Q3 | $494K | Hold |
2,850
| – | – | 0.18% | 105 |
|
|
2015
Q2 | $518K | Hold |
2,850
| – | – | 0.17% | 106 |
|
|
2015
Q1 | $495K | Hold |
2,850
| – | – | 0.16% | 108 |
|
|
2014
Q4 | $485K | Hold |
2,850
| – | – | 0.15% | 106 |
|
|
2014
Q3 | $461K | Hold |
2,850
| – | – | 0.15% | 104 |
|
|
2014
Q2 | $457K | Hold |
2,850
| – | – | 0.14% | 103 |
|
|
2014
Q1 | $436K | Hold |
2,850
| – | – | 0.14% | 107 |
|
|
2013
Q4 | $444K | Hold |
2,850
| – | – | 0.15% | 107 |
|
|
2013
Q3 | $414K | Hold |
2,850
| – | – | 0.15% | 110 |
|
|
2013
Q2 | $365K | Buy |
+2,850
| New | +$365K | 0.13% | 112 |
|