EMFAT
Emerald Mutual Fund Advisers Trust’s EverQuote EVER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.78M | Buy |
362,967
+42,870
| +13% | +$1.04M | 0.53% | 71 |
|
|
2025
Q1 | $8.38M | Buy |
+320,097
| New | +$8.38M | 0.59% | 67 |
|
|
2024
Q4 | – | Sell |
-504,081
| Closed | -$10.6M | – | 223 |
|
|
2024
Q3 | $10.6M | Buy |
504,081
+429,084
| +572% | +$9.05M | 0.55% | 70 |
|
|
2024
Q2 | $1.56M | Buy |
+74,997
| New | +$1.56M | 0.08% | 128 |
|
|
2023
Q2 | – | Sell |
-419,764
| Closed | -$5.83M | – | 258 |
|
|
2023
Q1 | $5.83M | Buy |
419,764
+298,175
| +245% | +$4.14M | 0.34% | 99 |
|
|
2022
Q4 | $1.79M | Buy |
+121,589
| New | +$1.79M | 0.11% | 127 |
|
|
2021
Q3 | – | Sell |
-610,545
| Closed | -$20M | – | 222 |
|
|
2021
Q2 | $20M | Buy |
610,545
+34,896
| +6% | +$1.14M | 0.65% | 62 |
|
|
2021
Q1 | $20.9M | Buy |
575,649
+66,639
| +13% | +$2.42M | 0.69% | 63 |
|
|
2020
Q4 | $19M | Buy |
509,010
+77,490
| +18% | +$2.89M | 0.66% | 64 |
|
|
2020
Q3 | $16.7M | Buy |
431,520
+139,942
| +48% | +$5.41M | 0.74% | 55 |
|
|
2020
Q2 | $17M | Sell |
291,578
-15,300
| -5% | -$890K | 0.8% | 51 |
|
|
2020
Q1 | $8.06M | Buy |
306,878
+54,466
| +22% | +$1.43M | 0.51% | 70 |
|
|
2019
Q4 | $8.67M | Buy |
252,412
+143,872
| +133% | +$4.94M | 0.35% | 102 |
|
|
2019
Q3 | $2.32M | Buy |
+108,540
| New | +$2.32M | 0.1% | 169 |
|