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Oversea-Chinese Banking Corp (OCBC)’s Everest Group EG Stock Holding History

Oversea-Chinese Banking Corp (OCBC)’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
2025
Q2 		– Sell
-749
Closed -$272K – 357
2025
Q1 		$272K Hold
749
– – 0.01% 349
2024
Q4 		$271K Sell
749
-1,338
-64% -$501K 0.01% 323
2024
Q3 		$818K Hold
2,087
– – 0.02% 254
2024
Q2 		$795K Buy
2,087
+252
+14% +$95.3K 0.02% 247
2024
Q1 		$729K Sell
1,835
-723
-28% -$271K 0.02% 256
2023
Q4 		$904K Buy
2,558
+1,206
+89% +$467K 0.03% 197
2023
Q3 		$502K Buy
+1,352
New +$491K 0.02% 259

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Oversea-Chinese Banking Corp (OCBC)'s EG Position: Q2 2025 in Review

Oversea-Chinese Banking Corp (OCBC) sold out of Everest Group (EG) in Q2 2025, closing a stake of 749 shares — an estimated $272K sold.

Oversea-Chinese Banking Corp (OCBC) first reported a position in EG in Q3 2023 and held it in 7 quarters. The position peaked at $904K in Q4 2023. 672 funds tracked by Wall St. Rank hold EG as of Q2 2025.

  • Oversea-Chinese Banking Corp (OCBC) reported no remaining Everest Group position as of Q2 2025 after selling out during the quarter.
  • Oversea-Chinese Banking Corp (OCBC) sold 749 Everest Group shares in Q2 2025, an estimated $272K.
  • Oversea-Chinese Banking Corp (OCBC) first reported a position in Everest Group in Q3 2023 and held it in 7 quarters.
  • Oversea-Chinese Banking Corp (OCBC)'s Everest Group position peaked at $904K in Q4 2023.
  • 672 funds tracked by Wall St. Rank held Everest Group as of Q2 2025.

Based on Oversea-Chinese Banking Corp (OCBC)'s 13F filing for Q2 2025, filed 1 Aug 2025.