Planned Solutions’s EverQuote EVER Stock Holding History

Planned Solutions’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	-300	Closed	-$11K	–	169
2020 Q4	$11K	Buy	+300	New	+$11.4K	0.01%	327

Other funds holding EVER

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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 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

Planned Solutions's EVER Position: Q1 2021 in Review

Planned Solutions sold out of EverQuote (EVER) in Q1 2021, closing a stake of 300 shares — an estimated $11K sold.

Planned Solutions first reported a position in EVER in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 124 funds tracked by Wall St. Rank hold EVER as of Q1 2021.

Planned Solutions reported no remaining EverQuote position as of Q1 2021 after selling out during the quarter.
Planned Solutions sold 300 EverQuote shares in Q1 2021, an estimated $11K.
Planned Solutions first reported a position in EverQuote in Q4 2020 and held it in 1 quarter.
Planned Solutions's EverQuote position peaked at $11K in Q4 2020.
124 funds tracked by Wall St. Rank held EverQuote as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.