Cutler Group’s EverQuote EVER Stock Holding History

Cutler Group’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 Q4	–	Sell	-800	Closed	-$5K	–	5542
2021 Q3	$5K	Hold	800	–	–	﹤0.01%	4432
2021 Q2	$1K	Buy	+800	New	+$26.7K	﹤0.01%	5269
2021 Q1	–	Sell	-1,000	Closed	-$3K	–	5803
2020 Q4	$3K	Sell	1,000 -1,100	-52%	-$41.6K	﹤0.01%	3935
2020 Q3	$31K	Buy	+2,100	New	+$94.6K	﹤0.01%	2129

Other funds holding EVER

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

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

Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cutler Group's EVER Position: Q3 2023 in Review

Cutler Group sold out of EverQuote (EVER) in Q3 2023, closing a stake of 54 shares.

Cutler Group first reported a position in EVER in Q1 2020 and held it in 4 quarters. The position peaked at $13K in Q1 2020. 85 funds tracked by Wall St. Rank hold EVER as of Q3 2023.

Cutler Group reported no remaining EverQuote position as of Q3 2023 after selling out during the quarter.
Cutler Group sold 54 EverQuote shares in Q3 2023.
Cutler Group first reported a position in EverQuote in Q1 2020 and held it in 4 quarters.
Cutler Group's EverQuote position peaked at $13K in Q1 2020.
85 funds tracked by Wall St. Rank held EverQuote as of Q3 2023.

Based on Cutler Group's 13F filing for Q3 2023, filed 7 Nov 2023.