Kennedy Capital Management’s EverQuote EVER Stock Holding History

Kennedy Capital 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
2022 Q4	–	Sell	-119,457	Closed	-$815K	–	620
2022 Q3	$815K	Buy	119,457 +15	+0%	+$140	0.02%	510
2022 Q2	$1.06M	Buy	119,442 +6,195	+5%	+$70.7K	0.03%	469
2022 Q1	$1.83M	Sell	113,247 -1,179	-1%	-$17.8K	0.04%	444
2021 Q4	$1.79M	Sell	114,426 -4,062	-3%	-$62K	0.04%	466
2021 Q3	$2.21M	Buy	118,488 +34,188	+41%	+$818K	0.05%	465
2021 Q2	$2.75M	Buy	84,300 +13,087	+18%	+$436K	0.06%	457
2021 Q1	$2.58M	Sell	71,213 -6,266	-8%	-$267K	0.05%	486
2020 Q4	$2.89M	Buy	77,479 +34,039	+78%	+$1.29M	0.07%	453
2020 Q3	$1.68M	Buy	+43,440	New	+$1.96M	0.05%	504

Other funds holding EVER

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

GIM

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

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

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

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

RCMNY

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GIPM

G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

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

Kennedy Capital Management's EVER Position: Q4 2022 in Review

Kennedy Capital Management sold out of EverQuote (EVER) in Q4 2022, closing a stake of 119,457 shares — an estimated $815K sold.

Kennedy Capital Management first reported a position in EVER in Q3 2020 and held it in 9 quarters. The position peaked at $2.89M in Q4 2020. 97 funds tracked by Wall St. Rank hold EVER as of Q4 2022.

Kennedy Capital Management reported no remaining EverQuote position as of Q4 2022 after selling out during the quarter.
Kennedy Capital Management sold 119,457 EverQuote shares in Q4 2022, an estimated $815K.
Kennedy Capital Management first reported a position in EverQuote in Q3 2020 and held it in 9 quarters.
Kennedy Capital Management's EverQuote position peaked at $2.89M in Q4 2020.
97 funds tracked by Wall St. Rank held EverQuote as of Q4 2022.

Based on Kennedy Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.