UBS Group’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 | $75.6M | Sell |
222,552
-24,923
| -10% | -$8.47M | 0.01% | 940 |
|
2025
Q1 | $89.9M | Buy |
247,475
+137,664
| +125% | +$50M | 0.02% | 790 |
|
2024
Q4 | $39.8M | Sell |
109,811
-101,131
| -48% | -$36.7M | 0.01% | 1252 |
|
2024
Q3 | $82.7M | Buy |
210,942
+120,261
| +133% | +$47.1M | 0.02% | 605 |
|
2024
Q2 | $34.6M | Sell |
90,681
-7,273
| -7% | -$2.77M | 0.01% | 942 |
|
2024
Q1 | $38.9M | Buy |
97,954
+13,067
| +15% | +$5.19M | 0.01% | 866 |
|
2023
Q4 | $30M | Buy |
84,887
+20,727
| +32% | +$7.33M | 0.01% | 907 |
|
2023
Q3 | $23.8M | Sell |
64,160
-13,697
| -18% | -$5.09M | 0.01% | 949 |
|
2023
Q2 | $26.6M | Buy |
77,857
+27,614
| +55% | +$9.44M | 0.01% | 893 |
|
2023
Q1 | $18M | Sell |
50,243
-9,016
| -15% | -$3.23M | 0.01% | 1075 |
|
2022
Q4 | $19.6M | Buy |
59,259
+22,261
| +60% | +$7.37M | 0.01% | 1006 |
|
2022
Q3 | $9.71M | Sell |
36,998
-6,406
| -15% | -$1.68M | ﹤0.01% | 1308 |
|
2022
Q2 | $12.2M | Sell |
43,404
-1,050
| -2% | -$294K | 0.01% | 1234 |
|
2022
Q1 | $13.4M | Sell |
44,454
-6,782
| -13% | -$2.04M | ﹤0.01% | 1278 |
|
2021
Q4 | $14M | Sell |
51,236
-4,044
| -7% | -$1.11M | ﹤0.01% | 1318 |
|
2021
Q3 | $13.9M | Buy |
55,280
+3,933
| +8% | +$986K | ﹤0.01% | 1345 |
|
2021
Q2 | $12.9M | Sell |
51,347
-25,288
| -33% | -$6.37M | ﹤0.01% | 1351 |
|
2021
Q1 | $19M | Sell |
76,635
-6,610
| -8% | -$1.64M | 0.01% | 1104 |
|
2020
Q4 | $19.5M | Buy |
83,245
+30,379
| +57% | +$7.11M | 0.01% | 1029 |
|
2020
Q3 | $10.4M | Buy |
52,866
+11,433
| +28% | +$2.26M | ﹤0.01% | 1259 |
|
2020
Q2 | $8.54M | Buy |
41,433
+25,457
| +159% | +$5.25M | ﹤0.01% | 1279 |
|
2020
Q1 | $3.08M | Sell |
15,976
-61,862
| -79% | -$11.9M | ﹤0.01% | 1843 |
|
2019
Q4 | $21.5M | Buy |
77,838
+12,679
| +19% | +$3.51M | 0.01% | 1024 |
|
2019
Q3 | $17.3M | Buy |
65,159
+4,912
| +8% | +$1.31M | 0.01% | 1062 |
|
2019
Q2 | $14.9M | Buy |
60,247
+6,676
| +12% | +$1.65M | 0.01% | 1151 |
|
2019
Q1 | $11.6M | Buy |
53,571
+21,635
| +68% | +$4.67M | ﹤0.01% | 1258 |
|
2018
Q4 | $6.96M | Buy |
31,936
+8,407
| +36% | +$1.83M | ﹤0.01% | 1479 |
|
2018
Q3 | $5.38M | Sell |
23,529
-1,745
| -7% | -$399K | ﹤0.01% | 1821 |
|
2018
Q2 | $5.83M | Sell |
25,274
-12,829
| -34% | -$2.96M | ﹤0.01% | 1754 |
|
2018
Q1 | $9.79M | Sell |
38,103
-22,005
| -37% | -$5.65M | ﹤0.01% | 1352 |
|
2017
Q4 | $13.3M | Buy |
60,108
+16,370
| +37% | +$3.62M | 0.01% | 1168 |
|
2017
Q3 | $9.99M | Buy |
43,738
+10,199
| +30% | +$2.33M | ﹤0.01% | 1265 |
|
2017
Q2 | $8.54M | Sell |
33,539
-22,009
| -40% | -$5.6M | ﹤0.01% | 1313 |
|
2017
Q1 | $13M | Buy |
55,548
+7,368
| +15% | +$1.72M | 0.01% | 1016 |
|
2016
Q4 | $10.4M | Sell |
48,180
-3,516
| -7% | -$761K | 0.01% | 1084 |
|
2016
Q3 | $9.82M | Sell |
51,696
-4,109
| -7% | -$781K | 0.01% | 1094 |
|
2016
Q2 | $10.2M | Buy |
55,805
+11,152
| +25% | +$2.04M | 0.01% | 1053 |
|
2016
Q1 | $8.82M | Buy |
44,653
+16,482
| +59% | +$3.25M | 0.01% | 1111 |
|
2015
Q4 | $5.16M | Sell |
28,171
-16,186
| -36% | -$2.96M | ﹤0.01% | 1502 |
|
2015
Q3 | $7.69M | Sell |
44,357
-5,837
| -12% | -$1.01M | 0.01% | 1213 |
|
2015
Q2 | $9.14M | Sell |
50,194
-2,353
| -4% | -$428K | 0.01% | 1205 |
|
2015
Q1 | $9.14M | Buy |
52,547
+2,296
| +5% | +$399K | 0.01% | 1218 |
|
2014
Q4 | $8.56M | Buy |
+50,251
| New | +$8.56M | 0.01% | 1241 |
|