WCM
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Weld Capital Management’s Everest Group EG Stock Holding History

Weld Capital Management’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-894
Closed -$225K – 58
2021
Q2 		$225K Buy
+894
New +$233K 0.23% 190
2020
Q4 		– Sell
-5,679
Closed -$1.12M – 523
2020
Q3 		$1.12M Buy
+5,679
New +$1.22M 0.44% 51
2020
Q2 		– Sell
-2,943
Closed -$566K – 511
2020
Q1 		$566K Buy
+2,943
New +$751K 0.29% 117
2019
Q4 		– Sell
-2,206
Closed -$587K – 687
2019
Q3 		$587K Buy
+2,206
New +$557K 0.11% 328

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