Edge Wealth Management’s EverQuote EVER Stock Holding History

Edge Wealth 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
2019 Q3	–	Sell	-10,000	Closed	-$129K	–	614
2019 Q2	$129K	Buy	+10,000	New	+$104K	0.03%	172

Other funds holding EVER

BlackRock New York $5.72T AUM 30.48% 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

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Friess Associates Greenville, Delaware $59.9M AUM 3.42% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Edge Wealth Management's EVER Position: Q3 2019 in Review

Edge Wealth Management sold out of EverQuote (EVER) in Q3 2019, closing a stake of 10,000 shares — an estimated $129K sold.

Edge Wealth Management first reported a position in EVER in Q2 2019 and held it in 1 quarter. The position peaked at $129K in Q2 2019. 80 funds tracked by Wall St. Rank hold EVER as of Q3 2019.

Edge Wealth Management reported no remaining EverQuote position as of Q3 2019 after selling out during the quarter.
Edge Wealth Management sold 10,000 EverQuote shares in Q3 2019, an estimated $129K.
Edge Wealth Management first reported a position in EverQuote in Q2 2019 and held it in 1 quarter.
Edge Wealth Management's EverQuote position peaked at $129K in Q2 2019.
80 funds tracked by Wall St. Rank held EverQuote as of Q3 2019.

Based on Edge Wealth Management's 13F filing for Q3 2019, filed 21 Oct 2019.