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Concourse Financial Group Securities’s EverQuote EVER Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-11,485
Closed -$209K – 646
2024
Q4 		$209K Buy
11,485
+11,365
+9,471% +$215K 0.01% 714
2024
Q3 		$2.53K Sell
120
-174
-59% -$3.98K ﹤0.01% 1964
2024
Q2 		$6.13K Sell
294
-197
-40% -$4.17K ﹤0.01% 1820
2024
Q1 		$9.11K Sell
491
-172
-26% -$2.53K ﹤0.01% 1736
2023
Q4 		$8.12K Sell
663
-617
-48% -$5.61K ﹤0.01% 1734
2023
Q3 		$9.25K Buy
1,280
+408
+47% +$2.66K ﹤0.01% 1668
2023
Q2 		$5.67K Buy
872
+392
+82% +$3.31K ﹤0.01% 1808
2023
Q1 		$6.67K Sell
480
-580
-55% -$8.66K ﹤0.01% 1788
2022
Q4 		$15.6K Buy
1,060
+386
+57% +$3.62K ﹤0.01% 1538
2022
Q3 		$5K Buy
674
+203
+43% +$1.9K ﹤0.01% 1637
2022
Q2 		$4K Hold
471
– – ﹤0.01% 1896
2022
Q1 		$8K Buy
+471
New +$7.13K ﹤0.01% 1745

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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
DSCM
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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Concourse Financial Group Securities's EVER Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of EverQuote (EVER) in Q1 2025, closing a stake of 11,485 shares — an estimated $209K sold.

Concourse Financial Group Securities first reported a position in EVER in Q1 2022 and held it in 12 quarters. The position peaked at $209K in Q4 2024. 216 funds tracked by Wall St. Rank hold EVER as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining EverQuote position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 11,485 EverQuote shares in Q1 2025, an estimated $209K.
  • Concourse Financial Group Securities first reported a position in EverQuote in Q1 2022 and held it in 12 quarters.
  • Concourse Financial Group Securities's EverQuote position peaked at $209K in Q4 2024.
  • 216 funds tracked by Wall St. Rank held EverQuote as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.