Envestnet Asset Management
EVER icon

Envestnet Asset Management’s EverQuote EVER Stock Holding History

Envestnet Asset 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
2026
Q1 		$2.37M Buy
153,894
+83,380
+118% +$1.58M ﹤0.01% 2886
2025
Q4 		$1.9M Buy
70,514
+17,943
+34% +$435K ﹤0.01% 2869
2025
Q3 		$1.2M Buy
52,571
+7,425
+16% +$179K ﹤0.01% 3225
2025
Q2 		$1.09M Buy
45,146
+7,616
+20% +$180K ﹤0.01% 3235
2025
Q1 		$983K Buy
+37,530
New +$859K ﹤0.01% 3218
2024
Q4 		– Sell
-110,943
Closed -$2.34M – 4332
2024
Q3 		$2.34M Sell
110,943
-110,161
-50% -$2.52M ﹤0.01% 2548
2024
Q2 		$4.61M Sell
221,104
-119,845
-35% -$2.53M ﹤0.01% 2072
2024
Q1 		$6.33M Sell
340,949
-107,829
-24% -$1.58M ﹤0.01% 1813
2023
Q4 		$5.49M Sell
448,778
-268,087
-37% -$2.44M ﹤0.01% 1827
2023
Q3 		$5.18M Buy
716,865
+472,821
+194% +$3.08M ﹤0.01% 1774
2023
Q2 		$1.59M Buy
244,044
+98,456
+68% +$830K ﹤0.01% 2427
2023
Q1 		$2.02M Sell
145,588
-131,786
-48% -$1.97M ﹤0.01% 2192
2022
Q4 		$4.09M Buy
277,374
+116,527
+72% +$1.09M ﹤0.01% 1711
2022
Q3 		$1.1M Buy
160,847
+52,672
+49% +$493K ﹤0.01% 2494
2022
Q2 		$956K Sell
108,175
-2,162
-2% -$24.7K ﹤0.01% 2628
2022
Q1 		$1.78M Buy
+110,337
New +$1.67M ﹤0.01% 2266
2020
Q4 		– Sell
-7,539
Closed -$291K – 3292
2020
Q3 		$291K Buy
7,539
+3,612
+92% +$163K ﹤0.01% 2743
2020
Q2 		$228K Buy
+3,927
New +$185K ﹤0.01% 2820

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