Waddell & Reed Financial’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $21.8M | Sell |
87,866
-59,155
| -40% | -$14.7M | 0.04% | 351 |
|
|
2020
Q4 | $34.4M | Buy |
147,021
+300
| +0.2% | +$70.2K | 0.07% | 285 |
|
|
2020
Q3 | $29M | Buy |
+146,721
| New | +$29M | 0.07% | 286 |
|
|
2018
Q2 | – | Sell |
-100,300
| Closed | -$25.8M | – | 545 |
|
|
2018
Q1 | $25.8M | Sell |
100,300
-103,600
| -51% | -$26.6M | 0.06% | 296 |
|
|
2017
Q4 | $45.1M | Buy |
+203,900
| New | +$45.1M | 0.1% | 231 |
|