Sit Investment Associates’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 | $290K | Hold |
886
| – | – | 0.01% | 425 |
|
|
2025
Q4 | $301K | Hold |
886
| – | – | 0.01% | 434 |
|
|
2025
Q3 | $310K | Hold |
886
| – | – | 0.01% | 428 |
|
|
2025
Q2 | $301K | Sell |
886
-61
| -6% | -$21K | 0.01% | 437 |
|
|
2025
Q1 | $344K | Hold |
947
| – | – | 0.01% | 435 |
|
|
2024
Q4 | $343K | Sell |
947
-3,225
| -77% | -$1.21M | 0.01% | 443 |
|
|
2024
Q3 | $1.64M | Sell |
4,172
-6,655
| -61% | -$2.54M | 0.04% | 340 |
|
|
2024
Q2 | $4.13M | Sell |
10,827
-10,040
| -48% | -$3.8M | 0.09% | 214 |
|
|
2024
Q1 | $8.29M | Sell |
20,867
-4,887
| -19% | -$1.83M | 0.19% | 160 |
|
|
2023
Q4 | $9.11M | Buy |
25,754
+400
| +2% | +$155K | 0.22% | 139 |
|
|
2023
Q3 | $9.42M | Sell |
25,354
-2,420
| -9% | -$878K | 0.26% | 119 |
|
|
2023
Q2 | $9.49M | Buy |
27,774
+630
| +2% | +$228K | 0.25% | 119 |
|
|
2023
Q1 | $9.72M | Buy |
27,144
+1,175
| +5% | +$422K | 0.26% | 122 |
|
|
2022
Q4 | $8.6M | Sell |
25,969
-5,615
| -18% | -$1.75M | 0.24% | 131 |
|
|
2022
Q3 | $8.29M | Sell |
31,584
-1,710
| -5% | -$463K | 0.25% | 119 |
|
|
2022
Q2 | $9.33M | Sell |
33,294
-2,975
| -8% | -$841K | 0.28% | 98 |
|
|
2022
Q1 | $10.9M | Sell |
36,269
-7,935
| -18% | -$2.28M | 0.29% | 103 |
|
|
2021
Q4 | $12.1M | Buy |
44,204
+3,270
| +8% | +$884K | 0.28% | 110 |
|
|
2021
Q3 | $10.3M | Sell |
40,934
-6,235
| -13% | -$1.6M | 0.27% | 116 |
|
|
2021
Q2 | $11.9M | Buy |
47,169
+23,060
| +96% | +$6M | 0.29% | 101 |
|
|
2021
Q1 | $5.97M | Buy |
24,109
+173
| +0.7% | +$41.2K | 0.16% | 184 |
|
|
2020
Q4 | $5.6M | Sell |
23,936
-21,899
| -48% | -$4.84M | 0.15% | 196 |
|
|
2020
Q3 | $9.05M | Buy |
45,835
+11,880
| +35% | +$2.54M | 0.27% | 112 |
|
|
2020
Q2 | $7M | Sell |
33,955
-2,840
| -8% | -$553K | 0.22% | 133 |
|
|
2020
Q1 | $7.08M | Buy |
36,795
+6,845
| +23% | +$1.75M | 0.27% | 110 |
|
|
2019
Q4 | $8.29M | Sell |
29,950
-7,200
| -19% | -$1.9M | 0.24% | 128 |
|
|
2019
Q3 | $9.88M | Buy |
37,150
+13,485
| +57% | +$3.4M | 0.3% | 108 |
|
|
2019
Q2 | $5.85M | Buy |
23,665
+22,440
| +1,832% | +$5.38M | 0.18% | 152 |
|
|
2019
Q1 | $265K | Buy |
1,225
+125
| +11% | +$27.2K | 0.01% | 442 |
|
|
2018
Q4 | $240K | Buy |
1,100
+260
| +31% | +$56.6K | 0.01% | 442 |
|
|
2018
Q3 | $192K | Buy |
840
+180
| +27% | +$40.3K | ﹤0.01% | 461 |
|
|
2018
Q2 | $152K | Buy |
660
+100
| +18% | +$23.5K | ﹤0.01% | 490 |
|
|
2018
Q1 | $144K | Sell |
560
-49,340
| -99% | -$11.8M | ﹤0.01% | 498 |
|
|
2017
Q4 | $11M | Buy |
+49,900
| New | +$11.3M | 0.26% | 115 |
|
|
2016
Q4 | – | Sell |
-38,025
| Closed | -$7.22M | – | 512 |
|
|
2016
Q3 | $7.22M | Buy |
38,025
+11,575
| +44% | +$2.18M | 0.19% | 142 |
|
|
2016
Q2 | $4.83M | Buy |
+26,450
| New | +$4.86M | 0.13% | 174 |
|
Other funds holding EG
VCM
VPM
VVP
