Eschler Asset Management’s EverQuote EVER Stock Holding History

Eschler 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
2024 Q1	–	Sell	-25,628	Closed	-$314K	–	110
2023 Q4	$314K	Buy	+25,628	New	+$233K	0.25%	61
2023 Q2	–	Sell	-25,628	Closed	-$356K	–	55
2023 Q1	$356K	Hold	25,628	–	–	0.28%	49
2022 Q4	$378K	Buy	+25,628	New	+$241K	0.72%	31
2022 Q3	–	Sell	-25,628	Closed	-$227K	–	44
2022 Q2	$227K	Hold	25,628	–	–	0.46%	40
2022 Q1	$415K	Hold	25,628	–	–	0.39%	33
2021 Q4	$401K	Buy	+25,628	New	+$391K	0.51%	32

Other funds holding EVER

DCM

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

GIM

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Toronado Partners San Francisco, California $53M AUM 13.38% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return

Eschler Asset Management's EVER Position: Q1 2024 in Review

Eschler Asset Management sold out of EverQuote (EVER) in Q1 2024, closing a stake of 25,628 shares — an estimated $314K sold.

Eschler Asset Management first reported a position in EVER in Q4 2021 and held it in 6 quarters. The position peaked at $415K in Q1 2022. 125 funds tracked by Wall St. Rank hold EVER as of Q1 2024.

Eschler Asset Management reported no remaining EverQuote position as of Q1 2024 after selling out during the quarter.
Eschler Asset Management sold 25,628 EverQuote shares in Q1 2024, an estimated $314K.
Eschler Asset Management first reported a position in EverQuote in Q4 2021 and held it in 6 quarters.
Eschler Asset Management's EverQuote position peaked at $415K in Q1 2022.
125 funds tracked by Wall St. Rank held EverQuote as of Q1 2024.

Based on Eschler Asset Management's 13F filing for Q1 2024, filed 15 May 2024.