Bank of Montreal
EVER icon

Bank of Montreal’s EverQuote EVER Stock Holding History

Bank of Montreal’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
2023
Q3 		– Sell
-30,737
Closed -$229K – 3922
2023
Q2 		$229K Buy
+30,737
New +$259K ﹤0.01% 3139
2021
Q2 		– Sell
-592
Closed -$22K – 4054
2021
Q1 		$22K Sell
592
-1,775
-75% -$75.6K ﹤0.01% 4009
2020
Q4 		$91K Buy
2,367
+1,529
+182% +$57.9K ﹤0.01% 3632
2020
Q3 		$33K Sell
838
-528
-39% -$23.8K ﹤0.01% 3598
2020
Q2 		$85K Buy
1,366
+1,249
+1,068% +$58.7K ﹤0.01% 3173
2020
Q1 		$3K Sell
117
-1,095
-90% -$38.6K ﹤0.01% 3772
2019
Q4 		$42K Buy
1,212
+324
+36% +$9.03K ﹤0.01% 3920
2019
Q3 		$18K Buy
888
+180
+25% +$3.4K ﹤0.01% 4148
2019
Q2 		$9K Buy
+708
New +$7.36K ﹤0.01% 4554

Other funds holding EVER

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
CC
Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of Montreal's EVER Position: Q3 2023 in Review

Bank of Montreal sold out of EverQuote (EVER) in Q3 2023, closing a stake of 30,737 shares — an estimated $229K sold.

Bank of Montreal first reported a position in EVER in Q2 2019 and held it in 9 quarters. The position peaked at $229K in Q2 2023. 85 funds tracked by Wall St. Rank hold EVER as of Q3 2023.

  • Bank of Montreal reported no remaining EverQuote position as of Q3 2023 after selling out during the quarter.
  • Bank of Montreal sold 30,737 EverQuote shares in Q3 2023, an estimated $229K.
  • Bank of Montreal first reported a position in EverQuote in Q2 2019 and held it in 9 quarters.
  • Bank of Montreal's EverQuote position peaked at $229K in Q2 2023.
  • 85 funds tracked by Wall St. Rank held EverQuote as of Q3 2023.

Based on Bank of Montreal's 13F filing for Q3 2023, filed 1 Nov 2023.