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Advisory Research’s EverQuote EVER Stock Holding History

Advisory Research’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
2020
Q3 		– Sell
-38,871
Closed -$2.26M – 315
2020
Q2 		$2.26M Buy
38,871
+17,178
+79% +$807K 0.2% 106
2020
Q1 		$569K Sell
21,693
-19,224
-47% -$677K 0.04% 177
2019
Q4 		$1.41M Buy
+40,917
New +$1.14M 0.06% 142

Other funds holding EVER

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SRFM
Shannon River Fund Management New York $524M AUM 90.54% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Advisory Research's EVER Position: Q3 2020 in Review

Advisory Research sold out of EverQuote (EVER) in Q3 2020, closing a stake of 38,871 shares — an estimated $2.26M sold.

Advisory Research first reported a position in EVER in Q4 2019 and held it in 3 quarters. The position peaked at $2.26M in Q2 2020. 143 funds tracked by Wall St. Rank hold EVER as of Q3 2020.

  • Advisory Research reported no remaining EverQuote position as of Q3 2020 after selling out during the quarter.
  • Advisory Research sold 38,871 EverQuote shares in Q3 2020, an estimated $2.26M.
  • Advisory Research first reported a position in EverQuote in Q4 2019 and held it in 3 quarters.
  • Advisory Research's EverQuote position peaked at $2.26M in Q2 2020.
  • 143 funds tracked by Wall St. Rank held EverQuote as of Q3 2020.

Based on Advisory Research's 13F filing for Q3 2020, filed 12 Nov 2020.