Ferris Capital’s EverQuote EVER Stock Holding History

Ferris Capital’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
2022 Q1	$242K	Hold	14,983	–	–	0.06%	179
2021 Q4	$235K	Hold	14,983	–	–	0.05%	182
2021 Q3	$225K	Buy	+14,983	New	+$359K	0.05%	187
2021 Q2	–	Sell	-14,983	Closed	-$544K	–	92
2021 Q1	$544K	Hold	14,983	–	–	0.14%	126
2020 Q4	$560K	Sell	14,983 -2,467	-14%	-$93.3K	0.16%	116
2020 Q3	$674K	Hold	17,450	–	–	0.22%	99
2020 Q2	$1.01M	Buy	17,450 +2,500	+17%	+$118K	0.36%	74
2020 Q1	$392K	Buy	+14,950	New	+$526K	0.17%	104

Other funds holding EVER

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

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

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

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 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

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

Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Ferris Capital's EVER Position: Q1 2022 in Review

Ferris Capital held its EverQuote (EVER) position steady in Q1 2022 at 14,983 shares worth $242K. The position accounts for 0.06% of the portfolio, ranked #179.

Ferris Capital first reported a position in EVER in Q1 2020 and has held it in 8 quarters since. The position peaked at $1.01M in Q2 2020. 116 funds tracked by Wall St. Rank hold EVER as of Q1 2022.

Ferris Capital held 14,983 shares of EverQuote worth $242K as of Q1 2022.
Ferris Capital left its EverQuote share count unchanged in Q1 2022.
EverQuote made up 0.06% of Ferris Capital's portfolio in Q1 2022, its #179 holding.
Ferris Capital first reported a position in EverQuote in Q1 2020 and has held it in 8 quarters since.
Ferris Capital's EverQuote position peaked at $1.01M in Q2 2020.
116 funds tracked by Wall St. Rank held EverQuote as of Q1 2022.

Based on Ferris Capital's 13F filing for Q1 2022, filed 13 May 2022.