Northwestern Mutual Wealth Management’s EverQuote EVER Stock Holding History

Northwestern Mutual Wealth 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
2024 Q3	–	Sell	-37,466	Closed	-$782K	–	3666
2024 Q2	$782K	Buy	+37,466	New	+$792K	﹤0.01%	1103
2022 Q4	–	Sell	-31	Closed	–	–	3358
2022 Q3	$0	Hold	31	–	–	﹤0.01%	3189
2022 Q2	$0	Hold	31	–	–	﹤0.01%	3253
2022 Q1	$1K	Hold	31	–	–	﹤0.01%	2983
2021 Q4	$0	Hold	31	–	–	﹤0.01%	3196
2021 Q3	$1K	Hold	31	–	–	﹤0.01%	2917
2021 Q2	$1K	Hold	31	–	–	﹤0.01%	2879
2021 Q1	$1K	Hold	31	–	–	﹤0.01%	2674
2020 Q4	$1K	Hold	31	–	–	﹤0.01%	2601
2020 Q3	$1K	Hold	31	–	–	﹤0.01%	2438
2020 Q2	$2K	Hold	31	–	–	﹤0.01%	2218
2020 Q1	$1K	Buy	+31	New	+$1.09K	﹤0.01%	2380

Other funds holding EVER

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

GIM

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Northwestern Mutual Wealth Management's EVER Position: Q3 2024 in Review

Northwestern Mutual Wealth Management sold out of EverQuote (EVER) in Q3 2024, closing a stake of 37,466 shares — an estimated $782K sold.

Northwestern Mutual Wealth Management first reported a position in EVER in Q1 2020 and held it in 12 quarters. The position peaked at $782K in Q2 2024. 192 funds tracked by Wall St. Rank hold EVER as of Q3 2024.

Northwestern Mutual Wealth Management reported no remaining EverQuote position as of Q3 2024 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 37,466 EverQuote shares in Q3 2024, an estimated $782K.
Northwestern Mutual Wealth Management first reported a position in EverQuote in Q1 2020 and held it in 12 quarters.
Northwestern Mutual Wealth Management's EverQuote position peaked at $782K in Q2 2024.
192 funds tracked by Wall St. Rank held EverQuote as of Q3 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.