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Ossiam’s Everest Group EG Stock Holding History

Ossiam’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$354K Sell
1,084
-30
-3% -$9.87K 0.01% 308
2025
Q4 		$378K Sell
1,114
-840
-43% -$277K 0.01% 305
2025
Q3 		$684K Buy
1,954
+1,953
+195,300% +$659K 0.01% 523
2025
Q2 		$340 Buy
+1
New +$345 ﹤0.01% 641
2024
Q3 		– Sell
-1,293
Closed -$493K – 646
2024
Q2 		$493K Sell
1,293
-1,247
-49% -$471K 0.01% 456
2024
Q1 		$1.01M Sell
2,540
-367
-13% -$138K 0.02% 379
2023
Q4 		$1.03M Sell
2,907
-654
-18% -$253K 0.02% 358
2023
Q3 		$1.32M Sell
3,561
-413
-10% -$150K 0.02% 297
2023
Q2 		$1.36M Buy
3,974
+1,103
+38% +$398K 0.02% 261
2023
Q1 		$1.03M Sell
2,871
-671
-19% -$241K 0.02% 274
2022
Q4 		$1.17M Sell
3,542
-232
-6% -$72.3K 0.03% 241
2022
Q3 		$990K Sell
3,774
-5,272
-58% -$1.43M 0.03% 258
2022
Q2 		$2.54M Sell
9,046
-1,423
-14% -$402K 0.08% 155
2022
Q1 		$3.15M Buy
10,469
+8,077
+338% +$2.32M 0.08% 135
2021
Q4 		$655K Buy
2,392
+164
+7% +$44.3K 0.02% 291
2021
Q3 		$559K Sell
2,228
-15,272
-87% -$3.92M 0.02% 289
2021
Q2 		$4.42M Buy
17,500
+10,386
+146% +$2.7M 0.12% 116
2021
Q1 		$1.76M Buy
7,114
+4,950
+229% +$1.18M 0.05% 174
2020
Q4 		$507K Sell
2,164
-2,181
-50% -$482K 0.02% 263
2020
Q3 		$858K Buy
+4,345
New +$930K 0.04% 205
2020
Q2 		– Sell
-2,657
Closed -$511K – 438
2020
Q1 		$511K Buy
2,657
+755
+40% +$193K 0.03% 236
2019
Q4 		$527K Sell
1,902
-3,819
-67% -$1.01M 0.04% 222
2019
Q3 		$1.52M Buy
5,721
+5,506
+2,561% +$1.39M 0.11% 135
2019
Q2 		$53K Buy
+215
New +$51.6K ﹤0.01% 420

Other funds holding EG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ossiam's EG Position: Q1 2026 in Review

Ossiam reduced its Everest Group (EG) stake by 2.7% in Q1 2026, selling an estimated $9.87K and leaving 1,084 shares worth $354K. The position accounts for 0.01% of the portfolio, ranked #308.

Ossiam first reported a position in EG in Q2 2019 and has held it in 24 quarters since. The position peaked at $4.42M in Q2 2021. 664 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Ossiam held 1,084 shares of Everest Group worth $354K as of Q1 2026.
  • Ossiam sold 30 Everest Group shares in Q1 2026, an estimated $9.87K.
  • Everest Group made up 0.01% of Ossiam's portfolio in Q1 2026, its #308 holding.
  • Ossiam first reported a position in Everest Group in Q2 2019 and has held it in 24 quarters since.
  • Ossiam's Everest Group position peaked at $4.42M in Q2 2021.
  • 664 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Ossiam's 13F filing for Q1 2026, filed 14 May 2026.