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Osterweis Capital Management’s EverQuote EVER Stock Holding History

Osterweis Capital 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
-32,340
Closed -$1.25M – 130
2020
Q3 		$1.25M Sell
32,340
-45,730
-59% -$2.06M 0.08% 98
2020
Q2 		$4.54M Buy
78,070
+31,160
+66% +$1.46M 0.33% 73
2020
Q1 		$1.23M Sell
46,910
-4,740
-9% -$167K 0.1% 91
2019
Q4 		$1.77M Buy
+51,650
New +$1.44M 0.12% 88

Other funds holding EVER

SRFM
Shannon River Fund Management New York $524M AUM 90.54% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
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

Osterweis Capital Management's EVER Position: Q4 2020 in Review

Osterweis Capital Management sold out of EverQuote (EVER) in Q4 2020, closing a stake of 32,340 shares — an estimated $1.25M sold.

Osterweis Capital Management first reported a position in EVER in Q4 2019 and held it in 4 quarters. The position peaked at $4.54M in Q2 2020. 127 funds tracked by Wall St. Rank hold EVER as of Q4 2020.

  • Osterweis Capital Management reported no remaining EverQuote position as of Q4 2020 after selling out during the quarter.
  • Osterweis Capital Management sold 32,340 EverQuote shares in Q4 2020, an estimated $1.25M.
  • Osterweis Capital Management first reported a position in EverQuote in Q4 2019 and held it in 4 quarters.
  • Osterweis Capital Management's EverQuote position peaked at $4.54M in Q2 2020.
  • 127 funds tracked by Wall St. Rank held EverQuote as of Q4 2020.

Based on Osterweis Capital Management's 13F filing for Q4 2020, filed 12 Feb 2021.