Ellsworth Advisors’s EverQuote EVER Stock Holding History

Ellsworth Advisors’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
2020 Q3	–	Sell	-3,820	Closed	-$222K	–	87
2020 Q2	$222K	Buy	+3,820	New	+$180K	0.24%	68

Other funds holding EVER

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SRFM

Shannon River Fund Management New York $524M AUM 90.54% 1-Year Est. Return

GIM

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

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

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

GIPM

G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Ellsworth Advisors's EVER Position: Q3 2020 in Review

Ellsworth Advisors sold out of EverQuote (EVER) in Q3 2020, closing a stake of 3,820 shares — an estimated $222K sold.

Ellsworth Advisors first reported a position in EVER in Q2 2020 and held it in 1 quarter. The position peaked at $222K in Q2 2020. 143 funds tracked by Wall St. Rank hold EVER as of Q3 2020.

Ellsworth Advisors reported no remaining EverQuote position as of Q3 2020 after selling out during the quarter.
Ellsworth Advisors sold 3,820 EverQuote shares in Q3 2020, an estimated $222K.
Ellsworth Advisors first reported a position in EverQuote in Q2 2020 and held it in 1 quarter.
Ellsworth Advisors's EverQuote position peaked at $222K in Q2 2020.
143 funds tracked by Wall St. Rank held EverQuote as of Q3 2020.

Based on Ellsworth Advisors's 13F filing for Q3 2020, filed 3 Feb 2021.