Wellington Management Group’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 | $495M | Sell |
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|
2025
Q1 | $567M | Sell |
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|
2024
Q4 | $592M | Sell |
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|
2024
Q3 | $864M | Sell |
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|
2024
Q2 | $1.48B | Sell |
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|
2024
Q1 | $1.59B | Buy |
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|
2023
Q4 | $751M | Buy |
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|
2023
Q3 | $675M | Sell |
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|
2023
Q2 | $641M | Buy |
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|
2023
Q1 | $94.7M | Buy |
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|
2022
Q4 | $52.4M | Buy |
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|
2022
Q3 | $29.8M | Sell |
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|
2022
Q2 | $34.7M | Buy |
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|
2022
Q1 | $1.86M | Sell |
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|
2021
Q4 | $2M | Buy |
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|
2021
Q3 | $1.27M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $647K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $270K | Hold |
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|
2020
Q2 | $281K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.39M | Sell |
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|
2019
Q3 | $1.84M | Sell |
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|
2019
Q2 | $1.84M | Buy |
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|
2019
Q1 | $714K | Buy |
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|
2018
Q4 | $597K | Buy |
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|
2018
Q3 | $562K | Buy |
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|
2018
Q2 | $351K | Sell |
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|
2018
Q1 | $8.71M | Sell |
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|
2017
Q4 | $17.2M | Sell |
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|
2017
Q3 | $21.3M | Buy |
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|
2017
Q2 | $6.08M | Sell |
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|
2017
Q1 | $20.2M | Buy |
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|
2016
Q4 | $15.4M | Buy |
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|
2016
Q3 | $2.85M | Sell |
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|
2016
Q2 | $2.9M | Buy |
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|
2016
Q1 | $3.13M | Sell |
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|
2015
Q4 | $4.55M | Buy |
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|
2015
Q3 | $3.13M | Buy |
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|
2015
Q2 | $2.85M | Buy |
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|
2015
Q1 | $2.25M | Sell |
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|
2014
Q4 | $2.51M | Buy |
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|
2014
Q3 | $2.33M | Buy |
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|
2014
Q2 | $2.01M | Sell |
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|
2014
Q1 | $4.74M | Buy |
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|
2013
Q4 | $3.91M | Sell |
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|
2013
Q3 | $3.99M | Buy |
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|
2013
Q2 | $3.4M | Buy |
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