Klingenstein Fields & Co’s Everest Group EG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$289K	Hold	850	–	–	0.01%	155
2025 Q1	$309K	Hold	850	–	–	0.01%	145
2024 Q4	$308K	Hold	850	–	–	0.01%	144
2024 Q3	$333K	Hold	850	–	–	0.01%	143
2024 Q2	$324K	Hold	850	–	–	0.01%	139
2024 Q1	$338K	Hold	850	–	–	0.01%	143
2023 Q4	$301K	Hold	850	–	–	0.01%	143
2023 Q3	$316K	Hold	850	–	–	0.02%	135
2023 Q2	$291K	Hold	850	–	–	0.01%	140
2023 Q1	$304K	Hold	850	–	–	0.02%	139
2022 Q4	$282K	Hold	850	–	–	0.01%	151
2022 Q3	$223K	Hold	850	–	–	0.01%	161
2022 Q2	$238K	Hold	850	–	–	0.01%	157
2022 Q1	$256K	Hold	850	–	–	0.01%	164
2021 Q4	$233K	Hold	850	–	–	0.01%	179
2021 Q3	$213K	Hold	850	–	–	0.01%	189
2021 Q2	$214K	Hold	850	–	–	0.01%	189
2021 Q1	$211K	Buy	+850	New	+$211K	0.01%	184
2020 Q1	–	Sell	-850	Closed	-$235K	–	178
2019 Q4	$235K	Hold	850	–	–	0.01%	175
2019 Q3	$226K	Hold	850	–	–	0.01%	179
2019 Q2	$210K	Buy	+850	New	+$210K	0.01%	184
2018 Q2	–	Sell	-850	Closed	-$218K	–	215
2018 Q1	$218K	Buy	+850	New	+$218K	0.01%	203
2017 Q3	–	Sell	-1,150	Closed	-$293K	–	220
2017 Q2	$293K	Hold	1,150	–	–	0.01%	181
2017 Q1	$269K	Sell	1,150 -100	-8%	-$23.4K	0.01%	191
2016 Q4	$271K	Hold	1,250	–	–	0.01%	194
2016 Q3	$237K	Hold	1,250	–	–	0.01%	202
2016 Q2	$228K	Hold	1,250	–	–	0.01%	197
2016 Q1	$247K	Hold	1,250	–	–	0.01%	194
2015 Q4	$229K	Hold	1,250	–	–	0.01%	199
2015 Q3	$217K	Sell	1,250 -100	-7%	-$17.4K	0.01%	210
2015 Q2	$246K	Hold	1,350	–	–	0.01%	219
2015 Q1	$235K	Hold	1,350	–	–	0.01%	222
2014 Q4	$230K	Hold	1,350	–	–	0.01%	220
2014 Q3	$219K	Hold	1,350	–	–	0.01%	231
2014 Q2	$217K	Hold	1,350	–	–	0.01%	235
2014 Q1	$207K	Hold	1,350	–	–	0.01%	242
2013 Q4	$210K	Buy	+1,350	New	+$210K	0.01%	295