United Services Automobile Association’s Everest Group EG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-960	Closed	-$348K	–	324
2025 Q1	$348K	Buy	+960	New	+$339K	0.01%	735
2020 Q1	–	Sell	-10,215	Closed	-$2.83M	–	265
2019 Q4	$2.83M	Buy	10,215 +1,893	+23%	+$499K	0.03%	200
2019 Q3	$2.21M	Sell	8,322 -11,522	-58%	-$2.91M	0.03%	231
2019 Q2	$4.91M	Buy	19,844 +3,087	+18%	+$741K	0.01%	796
2019 Q1	$3.62M	Buy	16,757 +12	+0.1%	+$2.61K	0.01%	903
2018 Q4	$3.65M	Sell	16,745 -28	-0.2%	-$6.1K	0.01%	860
2018 Q3	$3.83M	Sell	16,773 -9	-0.1%	-$2.01K	0.01%	921
2018 Q2	$3.87M	Sell	16,782 -3,114	-16%	-$731K	0.01%	920
2018 Q1	$5.11M	Sell	19,896 -9,815	-33%	-$2.36M	0.01%	815
2017 Q4	$6.57M	Sell	29,711 -10,605	-26%	-$2.39M	0.02%	710
2017 Q3	$9.21M	Buy	40,316 +2,702	+7%	+$681K	0.03%	550
2017 Q2	$9.58M	Buy	37,614 +30,273	+412%	+$7.47M	0.03%	514
2017 Q1	$1.72M	Sell	7,341 -414	-5%	-$94.5K	0.01%	1018
2016 Q4	$1.68M	Buy	+7,755	New	+$1.6M	0.01%	1021
2014 Q2	–	Sell	-3,800	Closed	-$582K	–	1243
2014 Q1	$582K	Sell	3,800 -700	-16%	-$103K	﹤0.01%	1129
2013 Q4	$701K	Hold	4,500	–	–	﹤0.01%	1121
2013 Q3	$654K	Buy	+4,500	New	+$610K	﹤0.01%	1113