Oberweis Asset Management’s EverQuote EVER Stock Holding History

Oberweis Asset 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
2020 Q4	–	Sell	-12,500	Closed	-$483K	–	138
2020 Q3	$483K	Sell	12,500 -13,400	-52%	-$604K	0.16%	84
2020 Q2	$1.51M	Buy	25,900 +3,600	+16%	+$169K	0.59%	30
2020 Q1	$585K	Sell	22,300 -500	-2%	-$17.6K	0.32%	71
2019 Q4	$783K	Buy	+22,800	New	+$636K	0.26%	98

Other funds holding EVER

SRFM

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

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

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

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

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

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

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

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

Oberweis Asset Management's EVER Position: Q4 2020 in Review

Oberweis Asset Management sold out of EverQuote (EVER) in Q4 2020, closing a stake of 12,500 shares — an estimated $483K sold.

Oberweis Asset Management first reported a position in EVER in Q4 2019 and held it in 4 quarters. The position peaked at $1.51M in Q2 2020. 127 funds tracked by Wall St. Rank hold EVER as of Q4 2020.

Oberweis Asset Management reported no remaining EverQuote position as of Q4 2020 after selling out during the quarter.
Oberweis Asset Management sold 12,500 EverQuote shares in Q4 2020, an estimated $483K.
Oberweis Asset Management first reported a position in EverQuote in Q4 2019 and held it in 4 quarters.
Oberweis Asset Management's EverQuote position peaked at $1.51M in Q2 2020.
127 funds tracked by Wall St. Rank held EverQuote as of Q4 2020.

Based on Oberweis Asset Management's 13F filing for Q4 2020, filed 16 Feb 2021.