Westfield Capital Management’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-139,960
| Closed | -$50.1M | – | 235 |
|
|
2023
Q1 | $50.1M | Buy |
+139,960
| New | +$50.1M | 0.35% | 116 |
|
|
2016
Q1 | – | Sell |
-27,100
| Closed | -$4.96M | – | 271 |
|
|
2015
Q4 | $4.96M | Buy |
+27,100
| New | +$4.96M | 0.03% | 221 |
|
|
2014
Q1 | – | Sell |
-174,087
| Closed | -$27.1M | – | 331 |
|
|
2013
Q4 | $27.1M | Sell |
174,087
-136,960
| -44% | -$21.3M | 0.16% | 179 |
|
|
2013
Q3 | $45.2M | Sell |
311,047
-145,075
| -32% | -$21.1M | 0.29% | 111 |
|
|
2013
Q2 | $58.5M | Buy |
+456,122
| New | +$58.5M | 0.4% | 91 |
|