Caption Management’s EverQuote EVER Stock Holding History

Caption Management’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 Q1	–	Sell	-65,000	Closed	-$2.43M	–	1149
2020 Q4	$2.43M	Buy	+65,000	New	+$2.46M	0.06%	387

Other funds holding EVER

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

SRFM

Shannon River Fund Management New York $524M AUM 90.54% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 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

Caption Management's EVER Position: Q4 2020 in Review

Caption Management sold out of EverQuote (EVER) in Q4 2020, closing a stake of 8,000 shares — an estimated $303K sold.

Caption Management first reported a position in EVER in Q3 2020 and held it in 1 quarter. The position peaked at $309K in Q3 2020. 127 funds tracked by Wall St. Rank hold EVER as of Q4 2020.

Caption Management reported no remaining EverQuote position as of Q4 2020 after selling out during the quarter.
Caption Management sold 8,000 EverQuote shares in Q4 2020, an estimated $303K.
Caption Management first reported a position in EverQuote in Q3 2020 and held it in 1 quarter.
Caption Management's EverQuote position peaked at $309K in Q3 2020.
127 funds tracked by Wall St. Rank held EverQuote as of Q4 2020.

Based on Caption Management's 13F filing for Q4 2020, filed 16 Feb 2021.