Bailard’s EverQuote EVER Stock Holding History

Bailard’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
2024 Q2	–	Sell	-14,500	Closed	-$269K	–	751
2024 Q1	$269K	Buy	+14,500	New	+$213K	0.01%	587
2019 Q3	–	Sell	-19,300	Closed	-$251K	–	546
2019 Q2	$251K	Buy	+19,300	New	+$201K	0.02%	456

Other funds holding EVER

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

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GIM

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Toronado Partners San Francisco, California $53M AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Bailard's EVER Position: Q2 2024 in Review

Bailard sold out of EverQuote (EVER) in Q2 2024, closing a stake of 14,500 shares — an estimated $269K sold.

Bailard first reported a position in EVER in Q2 2019 and held it in 2 quarters. The position peaked at $269K in Q1 2024. 159 funds tracked by Wall St. Rank hold EVER as of Q2 2024.

Bailard reported no remaining EverQuote position as of Q2 2024 after selling out during the quarter.
Bailard sold 14,500 EverQuote shares in Q2 2024, an estimated $269K.
Bailard first reported a position in EverQuote in Q2 2019 and held it in 2 quarters.
Bailard's EverQuote position peaked at $269K in Q1 2024.
159 funds tracked by Wall St. Rank held EverQuote as of Q2 2024.

Based on Bailard's 13F filing for Q2 2024, filed 25 Jul 2024.