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Coppell Advisory Solutions’s EverQuote EVER Stock Holding History

Coppell Advisory Solutions’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
-1,189
Closed -$23.4K – 802
2024
Q4 		$23.4K Buy
1,189
+267
+29% +$5.04K ﹤0.01% 817
2024
Q3 		$19.4K Buy
+922
New +$21.1K ﹤0.01% 893

Other funds holding EVER

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Vanguard Group
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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 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
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

Coppell Advisory Solutions's EVER Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of EverQuote (EVER) in Q1 2025, closing a stake of 1,189 shares — an estimated $23.4K sold.

Coppell Advisory Solutions first reported a position in EVER in Q3 2024 and held it in 2 quarters. The position peaked at $23.4K in Q4 2024. 216 funds tracked by Wall St. Rank hold EVER as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining EverQuote position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,189 EverQuote shares in Q1 2025, an estimated $23.4K.
  • Coppell Advisory Solutions first reported a position in EverQuote in Q3 2024 and held it in 2 quarters.
  • Coppell Advisory Solutions's EverQuote position peaked at $23.4K in Q4 2024.
  • 216 funds tracked by Wall St. Rank held EverQuote as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.