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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
Q2 		$290K Hold
813
– – 0.01% 486
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Ostrum Asset Management's EG Position: Q2 2026 in Review

Ostrum Asset Management held its Everest Group (EG) position steady in Q2 2026 at 813 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #486.

Ostrum Asset Management first reported a position in EG in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.68M in Q1 2024. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Ostrum Asset Management held 813 shares of Everest Group worth $290K as of Q2 2026.
  • Ostrum Asset Management left its Everest Group share count unchanged in Q2 2026.
  • Everest Group made up 0.01% of Ostrum Asset Management's portfolio in Q2 2026, its #486 holding.
  • Ostrum Asset Management first reported a position in Everest Group in Q1 2023 and has held it in 14 quarters since.
  • Ostrum Asset Management's Everest Group position peaked at $2.68M in Q1 2024.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Ostrum Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.