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JP Morgan Private Wealth Advisors’s EverQuote EVER Stock Holding History

JP Morgan Private Wealth Advisors’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
Q4 		– Sell
-320,189
Closed -$12.4M – 1720
2020
Q3 		$12.4M Buy
320,189
+310,696
+3,273% +$14M 0.05% 295
2020
Q2 		$552K Sell
9,493
-9,045
-49% -$425K ﹤0.01% 1046
2020
Q1 		$487K Buy
+18,538
New +$653K ﹤0.01% 936

Other funds holding EVER

SRFM
Shannon River Fund Management New York $524M AUM 90.54% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

JP Morgan Private Wealth Advisors's EVER Position: Q4 2020 in Review

JP Morgan Private Wealth Advisors sold out of EverQuote (EVER) in Q4 2020, closing a stake of 320,189 shares — an estimated $12.4M sold.

JP Morgan Private Wealth Advisors first reported a position in EVER in Q1 2020 and held it in 3 quarters. The position peaked at $12.4M in Q3 2020. 127 funds tracked by Wall St. Rank hold EVER as of Q4 2020.

  • JP Morgan Private Wealth Advisors reported no remaining EverQuote position as of Q4 2020 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 320,189 EverQuote shares in Q4 2020, an estimated $12.4M.
  • JP Morgan Private Wealth Advisors first reported a position in EverQuote in Q1 2020 and held it in 3 quarters.
  • JP Morgan Private Wealth Advisors's EverQuote position peaked at $12.4M in Q3 2020.
  • 127 funds tracked by Wall St. Rank held EverQuote as of Q4 2020.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.