Affinity Investment Advisors’s EverQuote EVER Stock Holding History

Affinity Investment Advisors’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
2021 Q3	–	Sell	-12,378	Closed	-$405K	–	174
2021 Q2	$405K	Buy	12,378 +80	+0.7%	+$2.67K	0.18%	132
2021 Q1	$446K	Hold	12,298	–	–	0.16%	130
2020 Q4	$459K	Sell	12,298 -50	-0.4%	-$1.89K	0.19%	124
2020 Q3	$477K	Buy	12,348 +2,888	+31%	+$130K	0.21%	110
2020 Q2	$550K	Hold	9,460	–	–	0.26%	97
2020 Q1	$248K	Buy	+9,460	New	+$333K	0.13%	121

Other funds holding EVER

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

GIPM

G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Affinity Investment Advisors's EVER Position: Q3 2021 in Review

Affinity Investment Advisors sold out of EverQuote (EVER) in Q3 2021, closing a stake of 12,378 shares — an estimated $405K sold.

Affinity Investment Advisors first reported a position in EVER in Q1 2020 and held it in 6 quarters. The position peaked at $550K in Q2 2020. 118 funds tracked by Wall St. Rank hold EVER as of Q3 2021.

Affinity Investment Advisors reported no remaining EverQuote position as of Q3 2021 after selling out during the quarter.
Affinity Investment Advisors sold 12,378 EverQuote shares in Q3 2021, an estimated $405K.
Affinity Investment Advisors first reported a position in EverQuote in Q1 2020 and held it in 6 quarters.
Affinity Investment Advisors's EverQuote position peaked at $550K in Q2 2020.
118 funds tracked by Wall St. Rank held EverQuote as of Q3 2021.

Based on Affinity Investment Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.