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Oppenheimer & Co’s EverQuote EVER Stock Holding History

Oppenheimer & Co’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
Q1 		– Sell
-6,110
Closed -$228K – 1461
2020
Q4 		$228K Buy
+6,110
New +$231K ﹤0.01% 1199
2020
Q3 		– Sell
-4,593
Closed -$267K – 1298
2020
Q2 		$267K Buy
+4,593
New +$216K 0.01% 1006

Other funds holding EVER

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SRFM
Shannon River Fund Management New York $524M AUM 90.54% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

Oppenheimer & Co's EVER Position: Q1 2021 in Review

Oppenheimer & Co sold out of EverQuote (EVER) in Q1 2021, closing a stake of 6,110 shares — an estimated $228K sold.

Oppenheimer & Co first reported a position in EVER in Q2 2020 and held it in 2 quarters. The position peaked at $267K in Q2 2020. 124 funds tracked by Wall St. Rank hold EVER as of Q1 2021.

  • Oppenheimer & Co reported no remaining EverQuote position as of Q1 2021 after selling out during the quarter.
  • Oppenheimer & Co sold 6,110 EverQuote shares in Q1 2021, an estimated $228K.
  • Oppenheimer & Co first reported a position in EverQuote in Q2 2020 and held it in 2 quarters.
  • Oppenheimer & Co's EverQuote position peaked at $267K in Q2 2020.
  • 124 funds tracked by Wall St. Rank held EverQuote as of Q1 2021.

Based on Oppenheimer & Co's 13F filing for Q1 2021, filed 10 May 2021.