Berman Capital Advisors’s EverQuote EVER Stock Holding History

Berman Capital 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	-73	Closed	-$1.75K	–	2112
2021 Q2	$2K	Buy	+73	New	+$2.43K	﹤0.01%	1586
2020 Q2	–	Sell	-63	Closed	-$1K	–	1662
2020 Q1	$1K	Sell	63 -7	-10%	-$246	﹤0.01%	1282
2019 Q4	$2K	Buy	+70	New	+$1.95K	﹤0.01%	1194

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 $4.79B AUM 30.56% 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

Berman Capital Advisors's EVER Position: Q3 2021 in Review

Berman Capital Advisors sold out of EverQuote (EVER) in Q3 2021, closing a stake of 73 shares — an estimated $1.75K sold.

Berman Capital Advisors first reported a position in EVER in Q4 2019 and held it in 3 quarters. The position peaked at $2K in Q2 2021. 118 funds tracked by Wall St. Rank hold EVER as of Q3 2021.

Berman Capital Advisors reported no remaining EverQuote position as of Q3 2021 after selling out during the quarter.
Berman Capital Advisors sold 73 EverQuote shares in Q3 2021, an estimated $1.75K.
Berman Capital Advisors first reported a position in EverQuote in Q4 2019 and held it in 3 quarters.
Berman Capital Advisors's EverQuote position peaked at $2K in Q2 2021.
118 funds tracked by Wall St. Rank held EverQuote as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.