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Advisor Group’s EverQuote EVER Stock Holding History

Advisor Group’s Portfolio EVER Stock Details EVER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$1K Sell
28
-58,487
-100% -$1.63M ﹤0.01% 5134
2019
Q3 		$1.25M Buy
+58,515
New +$1.11M 0.01% 1011

Other funds holding EVER

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $549M AUM 179.59% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Advisor Group's EVER Position: Q4 2019 in Review

Advisor Group reduced its EverQuote (EVER) stake by 100% in Q4 2019, selling an estimated $1.63M and leaving 28 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #5134.

Advisor Group first reported a position in EVER in Q3 2019 and has held it in 2 quarters since. The position peaked at $1.25M in Q3 2019. 117 funds tracked by Wall St. Rank hold EVER as of Q4 2019.

  • Advisor Group held 28 shares of EverQuote worth $1K as of Q4 2019.
  • Advisor Group sold 58,487 EverQuote shares in Q4 2019, an estimated $1.63M.
  • EverQuote made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #5134 holding.
  • Advisor Group first reported a position in EverQuote in Q3 2019 and has held it in 2 quarters since.
  • Advisor Group's EverQuote position peaked at $1.25M in Q3 2019.
  • 117 funds tracked by Wall St. Rank held EverQuote as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.