Xponance’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.36M | Buy |
16,409
+7,215
| +78% | +$2.37M | 0.04% | 349 |
|
|
2025
Q4 | $3.12M | Buy |
9,194
+317
| +4% | +$105K | 0.02% | 441 |
|
|
2025
Q3 | $3.11M | Sell |
8,877
-5,535
| -38% | -$1.87M | 0.02% | 435 |
|
|
2025
Q2 | $4.9M | Buy |
14,412
+7,216
| +100% | +$2.49M | 0.04% | 330 |
|
|
2025
Q1 | $2.61M | Buy |
7,196
+67
| +0.9% | +$23.7K | 0.03% | 461 |
|
|
2024
Q4 | $2.58M | Buy |
7,129
+216
| +3% | +$80.9K | 0.02% | 464 |
|
|
2024
Q3 | $2.71M | Sell |
6,913
-78
| -1% | -$29.7K | 0.03% | 447 |
|
|
2024
Q2 | $2.66M | Buy |
6,991
+4
| +0.1% | +$1.51K | 0.03% | 431 |
|
|
2024
Q1 | $2.78M | Buy |
6,987
+677
| +11% | +$254K | 0.03% | 430 |
|
|
2023
Q4 | $2.23M | Sell |
6,310
-216
| -3% | -$83.6K | 0.03% | 448 |
|
|
2023
Q3 | $2.43M | Sell |
6,526
-3,888
| -37% | -$1.41M | 0.03% | 407 |
|
|
2023
Q2 | $3.56M | Sell |
10,414
-324
| -3% | -$117K | 0.05% | 327 |
|
|
2023
Q1 | $3.84M | Buy |
10,738
+2,263
| +27% | +$813K | 0.06% | 294 |
|
|
2022
Q4 | $2.81M | Sell |
8,475
-5,080
| -37% | -$1.58M | 0.05% | 356 |
|
|
2022
Q3 | $3.56M | Buy |
13,555
+98
| +0.7% | +$26.5K | 0.07% | 258 |
|
|
2022
Q2 | $3.77M | Sell |
13,457
-8,449
| -39% | -$2.39M | 0.08% | 231 |
|
|
2022
Q1 | $6.6M | Buy |
21,906
+17,258
| +371% | +$4.96M | 0.11% | 162 |
|
|
2021
Q4 | $1.27M | Buy |
4,648
+634
| +16% | +$171K | 0.02% | 516 |
|
|
2021
Q3 | $1.01M | Sell |
4,014
-224
| -5% | -$57.5K | 0.02% | 557 |
|
|
2021
Q2 | $1.07M | Buy |
4,238
+1,445
| +52% | +$376K | 0.02% | 565 |
|
|
2021
Q1 | $692K | Buy |
2,793
+1,048
| +60% | +$250K | 0.01% | 625 |
|
|
2020
Q4 | $408K | Buy |
1,745
+146
| +9% | +$32.2K | 0.01% | 828 |
|
|
2020
Q3 | $316K | Sell |
1,599
-12
| -0.7% | -$2.57K | 0.01% | 838 |
|
|
2020
Q2 | $332K | Buy |
+1,611
| New | +$314K | 0.01% | 791 |
|
Other funds holding EG
VCM
VPM
VVP