HM Payson & Co’s EverQuote EVER Stock Holding History

HM Payson & Co’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
2020 Q3	–	Sell	-139	Closed	-$8K	–	1046
2020 Q2	$8K	Hold	139	–	–	﹤0.01%	764
2020 Q1	$4K	Buy	+139	New	+$4.89K	﹤0.01%	823

Other funds holding EVER

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SRFM

Shannon River Fund Management New York $524M AUM 90.54% 1-Year Est. Return

GIM

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

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

HM Payson & Co's EVER Position: Q3 2020 in Review

HM Payson & Co sold out of EverQuote (EVER) in Q3 2020, closing a stake of 139 shares — an estimated $8K sold.

HM Payson & Co first reported a position in EVER in Q1 2020 and held it in 2 quarters. The position peaked at $8K in Q2 2020. 143 funds tracked by Wall St. Rank hold EVER as of Q3 2020.

HM Payson & Co reported no remaining EverQuote position as of Q3 2020 after selling out during the quarter.
HM Payson & Co sold 139 EverQuote shares in Q3 2020, an estimated $8K.
HM Payson & Co first reported a position in EverQuote in Q1 2020 and held it in 2 quarters.
HM Payson & Co's EverQuote position peaked at $8K in Q2 2020.
143 funds tracked by Wall St. Rank held EverQuote as of Q3 2020.

Based on HM Payson & Co's 13F filing for Q3 2020, filed 21 Dec 2020.