Klingenstein Fields & Co’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 | $289K | Hold |
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|
2025
Q1 | $309K | Hold |
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|
2024
Q4 | $308K | Hold |
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|
2024
Q3 | $333K | Hold |
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|
2024
Q2 | $324K | Hold |
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|
2024
Q1 | $338K | Hold |
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|
2023
Q4 | $301K | Hold |
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|
2023
Q3 | $316K | Hold |
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|
2023
Q2 | $291K | Hold |
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|
2023
Q1 | $304K | Hold |
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|
2022
Q4 | $282K | Hold |
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|
2022
Q3 | $223K | Hold |
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|
2022
Q2 | $238K | Hold |
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|
2022
Q1 | $256K | Hold |
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|
2021
Q4 | $233K | Hold |
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|
2021
Q3 | $213K | Hold |
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|
2021
Q2 | $214K | Hold |
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|
2021
Q1 | $211K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $235K | Hold |
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|
2019
Q3 | $226K | Hold |
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|
2019
Q2 | $210K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $218K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $293K | Hold |
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|
2017
Q1 | $269K | Sell |
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|
2016
Q4 | $271K | Hold |
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|
2016
Q3 | $237K | Hold |
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|
2016
Q2 | $228K | Hold |
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|
2016
Q1 | $247K | Hold |
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|
2015
Q4 | $229K | Hold |
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|
2015
Q3 | $217K | Sell |
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|
2015
Q2 | $246K | Hold |
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|
2015
Q1 | $235K | Hold |
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|
2014
Q4 | $230K | Hold |
|
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|
2014
Q3 | $219K | Hold |
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|
2014
Q2 | $217K | Hold |
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|
2014
Q1 | $207K | Hold |
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|
2013
Q4 | $210K | Buy |
|