OAM
EG icon

Ostrum Asset Management’s Everest Group EG Stock Holding History

Ostrum Asset Management’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 		$266K Buy
813
+485
+148% +$160K 0.01% 468
2025
Q4 		$111K Sell
328
-109
-25% -$36K 0.01% 511
2025
Q3 		$153K Sell
437
-4,631
-91% -$1.56M 0.01% 512
2025
Q2 		$1.72M Buy
5,068
+1,359
+37% +$469K 0.08% 215
2025
Q1 		$1.35M Sell
3,709
-2,364
-39% -$835K 0.07% 252
2024
Q4 		$2.2M Sell
6,073
-248
-4% -$92.9K 0.19% 177
2024
Q3 		$2.48M Buy
6,321
+76
+1% +$29K 0.2% 175
2024
Q2 		$2.38M Sell
6,245
-485
-7% -$183K 0.21% 164
2024
Q1 		$2.68M Buy
6,730
+2,069
+44% +$776K 0.21% 154
2023
Q4 		$1.65M Sell
4,661
-1,365
-23% -$529K 0.14% 230
2023
Q3 		$2.24M Sell
6,026
-82
-1% -$29.8K 0.21% 161
2023
Q2 		$2.09M Sell
6,108
-692
-10% -$250K 0.18% 190
2023
Q1 		$2.43M Buy
+6,800
New +$2.44M 0.21% 167

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

Ostrum Asset Management's EG Position: Q1 2026 in Review

Ostrum Asset Management increased its Everest Group (EG) stake by 148% in Q1 2026, buying an estimated $160K and bringing the position to 813 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #468.

Ostrum Asset Management first reported a position in EG in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.68M in Q1 2024. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Ostrum Asset Management held 813 shares of Everest Group worth $266K as of Q1 2026.
  • Ostrum Asset Management bought 485 Everest Group shares in Q1 2026, an estimated $160K.
  • Everest Group made up 0.01% of Ostrum Asset Management's portfolio in Q1 2026, its #468 holding.
  • Ostrum Asset Management first reported a position in Everest Group in Q1 2023 and has held it in 13 quarters since.
  • Ostrum Asset Management's Everest Group position peaked at $2.68M in Q1 2024.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Ostrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.