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Capital Performance Advisors’s EverQuote EVER Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-85
Closed -$1.79K – 978
2024
Q3 		$1.79K Buy
+85
New +$1.94K ﹤0.01% 1616

Other funds holding EVER

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
TP
Toronado Partners San Francisco, California $53M AUM 13.38% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return

Capital Performance Advisors's EVER Position: Q4 2024 in Review

Capital Performance Advisors sold out of EverQuote (EVER) in Q4 2024, closing a stake of 85 shares — an estimated $1.79K sold.

Capital Performance Advisors first reported a position in EVER in Q3 2024 and held it in 1 quarter. The position peaked at $1.79K in Q3 2024. 175 funds tracked by Wall St. Rank hold EVER as of Q4 2024.

  • Capital Performance Advisors reported no remaining EverQuote position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 85 EverQuote shares in Q4 2024, an estimated $1.79K.
  • Capital Performance Advisors first reported a position in EverQuote in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's EverQuote position peaked at $1.79K in Q3 2024.
  • 175 funds tracked by Wall St. Rank held EverQuote as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.