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Glassman Wealth Services’s EverQuote EVER Stock Holding History

Glassman Wealth Services’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
-36
Closed -$441 – 732
2023
Q4 		$441 Sell
36
-15
-29% -$136 ﹤0.01% 1746
2023
Q3 		$369 Hold
51
– – ﹤0.01% 1792
2023
Q2 		$332 Hold
51
– – ﹤0.01% 1718
2023
Q1 		$709 Hold
51
– – ﹤0.01% 1544
2022
Q4 		$752 Buy
+51
New +$479 ﹤0.01% 1509
2022
Q3 		– Sell
-22
Closed – – 1755
2022
Q2 		$0 Sell
22
-45
-67% -$514 ﹤0.01% 1767
2022
Q1 		$1K Buy
67
+23
+52% +$348 ﹤0.01% 1382
2021
Q4 		$1K Buy
+44
New +$671 ﹤0.01% 1363

Other funds holding EVER

DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
TP
Toronado Partners San Francisco, California $53M AUM 13.38% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
CC
Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return

Glassman Wealth Services's EVER Position: Q1 2024 in Review

Glassman Wealth Services sold out of EverQuote (EVER) in Q1 2024, closing a stake of 36 shares — an estimated $441 sold.

Glassman Wealth Services first reported a position in EVER in Q4 2021 and held it in 8 quarters. The position peaked at $1K in Q1 2022. 125 funds tracked by Wall St. Rank hold EVER as of Q1 2024.

  • Glassman Wealth Services reported no remaining EverQuote position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 36 EverQuote shares in Q1 2024, an estimated $441.
  • Glassman Wealth Services first reported a position in EverQuote in Q4 2021 and held it in 8 quarters.
  • Glassman Wealth Services's EverQuote position peaked at $1K in Q1 2022.
  • 125 funds tracked by Wall St. Rank held EverQuote as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.