Centerpoint Advisors’s EverQuote EVER Stock Holding History

Centerpoint 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
2022 Q4	–	Sell	-8,000	Closed	-$55K	–	492
2022 Q3	$55K	Hold	8,000	–	–	0.03%	129
2022 Q2	$71K	Hold	8,000	–	–	0.04%	126
2022 Q1	$129K	Hold	8,000	–	–	0.06%	102
2021 Q4	$125K	Buy	+8,000	New	+$122K	0.05%	102

Other funds holding EVER

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

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GIPM

G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

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

Centerpoint Advisors's EVER Position: Q4 2022 in Review

Centerpoint Advisors sold out of EverQuote (EVER) in Q4 2022, closing a stake of 8,000 shares — an estimated $55K sold.

Centerpoint Advisors first reported a position in EVER in Q4 2021 and held it in 4 quarters. The position peaked at $129K in Q1 2022. 97 funds tracked by Wall St. Rank hold EVER as of Q4 2022.

Centerpoint Advisors reported no remaining EverQuote position as of Q4 2022 after selling out during the quarter.
Centerpoint Advisors sold 8,000 EverQuote shares in Q4 2022, an estimated $55K.
Centerpoint Advisors first reported a position in EverQuote in Q4 2021 and held it in 4 quarters.
Centerpoint Advisors's EverQuote position peaked at $129K in Q1 2022.
97 funds tracked by Wall St. Rank held EverQuote as of Q4 2022.

Based on Centerpoint Advisors's 13F filing for Q4 2022, filed 24 Jan 2023.