Psagot Value Holdings’s EverQuote EVER Stock Holding History

Psagot Value Holdings’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
2022 Q4	–	Sell	-161	Closed	-$1K	–	354
2022 Q3	$1K	Buy	161 +21	+15%	+$197	﹤0.01%	336
2022 Q2	$1K	Sell	140 -238	-63%	-$2.72K	﹤0.01%	295
2022 Q1	$6K	Buy	378 +36	+11%	+$545	﹤0.01%	298
2021 Q4	$5K	Buy	342 +235	+220%	+$3.58K	﹤0.01%	328
2021 Q3	$2K	Buy	+107	New	+$2.56K	﹤0.01%	397

Other funds holding EVER

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

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

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GIPM

G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Psagot Value Holdings's EVER Position: Q4 2022 in Review

Psagot Value Holdings sold out of EverQuote (EVER) in Q4 2022, closing a stake of 161 shares — an estimated $1K sold.

Psagot Value Holdings first reported a position in EVER in Q3 2021 and held it in 5 quarters. The position peaked at $6K in Q1 2022. 97 funds tracked by Wall St. Rank hold EVER as of Q4 2022.

Psagot Value Holdings reported no remaining EverQuote position as of Q4 2022 after selling out during the quarter.
Psagot Value Holdings sold 161 EverQuote shares in Q4 2022, an estimated $1K.
Psagot Value Holdings first reported a position in EverQuote in Q3 2021 and held it in 5 quarters.
Psagot Value Holdings's EverQuote position peaked at $6K in Q1 2022.
97 funds tracked by Wall St. Rank held EverQuote as of Q4 2022.

Based on Psagot Value Holdings's 13F filing for Q4 2022, filed 30 Jan 2023.