DCM
EVER icon

Donaldson Capital Management’s EverQuote EVER Stock Holding History

Donaldson Capital 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
2025
Q1 		– Sell
-49,101
Closed -$982K – 224
2024
Q4 		$982K Buy
+49,101
New +$927K 0.04% 135

Other funds holding EVER

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Donaldson Capital Management's EVER Position: Q1 2025 in Review

Donaldson Capital Management sold out of EverQuote (EVER) in Q1 2025, closing a stake of 49,101 shares — an estimated $982K sold.

Donaldson Capital Management first reported a position in EVER in Q4 2024 and held it in 1 quarter. The position peaked at $982K in Q4 2024. 216 funds tracked by Wall St. Rank hold EVER as of Q1 2025.

  • Donaldson Capital Management reported no remaining EverQuote position as of Q1 2025 after selling out during the quarter.
  • Donaldson Capital Management sold 49,101 EverQuote shares in Q1 2025, an estimated $982K.
  • Donaldson Capital Management first reported a position in EverQuote in Q4 2024 and held it in 1 quarter.
  • Donaldson Capital Management's EverQuote position peaked at $982K in Q4 2024.
  • 216 funds tracked by Wall St. Rank held EverQuote as of Q1 2025.

Based on Donaldson Capital Management's 13F filing for Q1 2025, filed 15 Apr 2025.