OQS
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Occudo Quantitative Strategies’s EverQuote EVER Stock Holding History

Occudo Quantitative Strategies’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
Q4 		– Sell
-26,285
Closed -$554K – 757
2024
Q3 		$554K Buy
26,285
+3,387
+15% +$77.4K 0.1% 256
2024
Q2 		$478K Buy
22,898
+1,819
+9% +$38.5K 0.08% 308
2024
Q1 		$391K Buy
21,079
+117
+0.6% +$1.72K 0.07% 382
2023
Q4 		$257K Buy
+20,962
New +$191K 0.03% 576
2022
Q4 		– Sell
-15,006
Closed -$102K – 1091
2022
Q3 		$102K Sell
15,006
-9,106
-38% -$85.3K 0.01% 1038
2022
Q2 		$213K Sell
24,112
-3,521
-13% -$40.2K 0.02% 896
2022
Q1 		$447K Sell
27,633
-20,809
-43% -$315K 0.04% 691
2021
Q4 		$759K Sell
48,442
-1,386
-3% -$21.1K 0.07% 462
2021
Q3 		$928K Buy
+49,828
New +$1.19M 0.11% 312

Other funds holding EVER

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
TP
Toronado Partners San Francisco, California $53M AUM 13.38% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return

Occudo Quantitative Strategies's EVER Position: Q4 2024 in Review

Occudo Quantitative Strategies sold out of EverQuote (EVER) in Q4 2024, closing a stake of 26,285 shares — an estimated $554K sold.

Occudo Quantitative Strategies first reported a position in EVER in Q3 2021 and held it in 9 quarters. The position peaked at $928K in Q3 2021. 175 funds tracked by Wall St. Rank hold EVER as of Q4 2024.

  • Occudo Quantitative Strategies reported no remaining EverQuote position as of Q4 2024 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 26,285 EverQuote shares in Q4 2024, an estimated $554K.
  • Occudo Quantitative Strategies first reported a position in EverQuote in Q3 2021 and held it in 9 quarters.
  • Occudo Quantitative Strategies's EverQuote position peaked at $928K in Q3 2021.
  • 175 funds tracked by Wall St. Rank held EverQuote as of Q4 2024.

Based on Occudo Quantitative Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.