USS 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 | $2.12M | Buy |
6,250
+2,397
| +62% | +$815K | 0.01% | 482 |
|
|
2025
Q1 | $1.4M | Hold |
3,853
| – | – | 0.01% | 508 |
|
|
2024
Q4 | $1.4M | Sell |
3,853
-3,722
| -49% | -$1.35M | 0.01% | 525 |
|
|
2024
Q3 | $2.97M | Buy |
7,575
+2,586
| +52% | +$1.01M | 0.02% | 459 |
|
|
2024
Q2 | $1.9M | Hold |
4,989
| – | – | 0.02% | 496 |
|
|
2024
Q1 | $1.98M | Sell |
4,989
-3,437
| -41% | -$1.37M | 0.02% | 488 |
|
|
2023
Q4 | $2.98M | Hold |
8,426
| – | – | 0.03% | 469 |
|
|
2023
Q3 | $3.13M | Buy |
8,426
+1,450
| +21% | +$539K | 0.03% | 451 |
|
|
2023
Q2 | $2.38M | Hold |
6,976
| – | – | 0.03% | 484 |
|
|
2023
Q1 | $2.5M | Hold |
6,976
| – | – | 0.03% | 469 |
|
|
2022
Q4 | $2.31M | Hold |
6,976
| – | – | 0.03% | 477 |
|
|
2022
Q3 | $1.83M | Sell |
6,976
-2,912
| -29% | -$764K | 0.03% | 502 |
|
|
2022
Q2 | $2.77M | Sell |
9,888
-17,257
| -64% | -$4.84M | 0.03% | 502 |
|
|
2022
Q1 | $8.18M | Buy |
27,145
+1,715
| +7% | +$517K | 0.07% | 313 |
|
|
2021
Q4 | $6.97M | Hold |
25,430
| – | – | 0.05% | 364 |
|
|
2021
Q3 | $6.38M | Buy |
25,430
+8,830
| +53% | +$2.21M | 0.05% | 364 |
|
|
2021
Q2 | $4.18M | Hold |
16,600
| – | – | 0.03% | 291 |
|
|
2021
Q1 | $4.11M | Hold |
16,600
| – | – | 0.04% | 275 |
|
|
2020
Q4 | $3.88M | Sell |
16,600
-1,600
| -9% | -$374K | 0.04% | 267 |
|
|
2020
Q3 | $3.6M | Hold |
18,200
| – | – | 0.03% | 267 |
|
|
2020
Q2 | $3.75M | Sell |
18,200
-22,300
| -55% | -$4.59M | 0.04% | 244 |
|
|
2020
Q1 | $7.79M | Hold |
40,500
| – | – | 0.11% | 133 |
|
|
2019
Q4 | $11.2M | Sell |
40,500
-7,100
| -15% | -$1.97M | 0.11% | 116 |
|
|
2019
Q3 | $12.7M | Hold |
47,600
| – | – | 0.13% | 92 |
|
|
2019
Q2 | $11.9M | Buy |
+47,600
| New | +$11.9M | 0.12% | 92 |
|