Next Financial Group’s EverQuote EVER Stock Holding History

Next Financial Group’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
2021 Q4	$17K	Sell	1,108 -5	-0.4%	-$76	﹤0.01%	1954
2021 Q3	$21K	Buy	1,113 +185	+20%	+$4.43K	﹤0.01%	1774
2021 Q2	$30K	Buy	928 +374	+68%	+$12.5K	﹤0.01%	1600
2021 Q1	$20K	Sell	554 -345	-38%	-$14.7K	﹤0.01%	1633
2020 Q4	$34K	Sell	899 -1	-0.1%	-$38	﹤0.01%	1327
2020 Q3	$35K	Buy	+900	New	+$40.6K	﹤0.01%	1206
2020 Q2	–	Sell	-918	Closed	-$24K	–	977
2020 Q1	$24K	Sell	918 -90	-9%	-$3.17K	﹤0.01%	1203
2019 Q4	$35K	Sell	1,008 -672	-40%	-$18.7K	﹤0.01%	1332
2019 Q3	$36K	Sell	1,680 -2,220	-57%	-$41.9K	﹤0.01%	1242
2019 Q2	$51K	Buy	+3,900	New	+$40.5K	0.01%	1157

Other funds holding EVER

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

GIM

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

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

GIPM

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Next Financial Group's EVER Position: Q4 2021 in Review

Next Financial Group reduced its EverQuote (EVER) stake by 0.45% in Q4 2021, selling an estimated $76 and leaving 1,108 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1954.

Next Financial Group first reported a position in EVER in Q2 2019 and has held it in 10 quarters since. The position peaked at $51K in Q2 2019. 121 funds tracked by Wall St. Rank hold EVER as of Q4 2021.

Next Financial Group held 1,108 shares of EverQuote worth $17K as of Q4 2021.
Next Financial Group sold 5 EverQuote shares in Q4 2021, an estimated $76.
EverQuote made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1954 holding.
Next Financial Group first reported a position in EverQuote in Q2 2019 and has held it in 10 quarters since.
Next Financial Group's EverQuote position peaked at $51K in Q2 2019.
121 funds tracked by Wall St. Rank held EverQuote as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.