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Putnam Investments’s EverQuote EVER Stock Holding History

Putnam Investments’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
2023
Q2 		– Sell
-53,923
Closed -$750K – 1170
2023
Q1 		$750K Buy
+53,923
New +$805K ﹤0.01% 891
2022
Q2 		– Sell
-43,301
Closed -$700K – 1154
2022
Q1 		$700K Buy
+43,301
New +$655K ﹤0.01% 939

Other funds holding EVER

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Putnam Investments's EVER Position: Q2 2023 in Review

Putnam Investments sold out of EverQuote (EVER) in Q2 2023, closing a stake of 53,923 shares — an estimated $750K sold.

Putnam Investments first reported a position in EVER in Q1 2022 and held it in 2 quarters. The position peaked at $750K in Q1 2023. 95 funds tracked by Wall St. Rank hold EVER as of Q2 2023.

  • Putnam Investments reported no remaining EverQuote position as of Q2 2023 after selling out during the quarter.
  • Putnam Investments sold 53,923 EverQuote shares in Q2 2023, an estimated $750K.
  • Putnam Investments first reported a position in EverQuote in Q1 2022 and held it in 2 quarters.
  • Putnam Investments's EverQuote position peaked at $750K in Q1 2023.
  • 95 funds tracked by Wall St. Rank held EverQuote as of Q2 2023.

Based on Putnam Investments's 13F filing for Q2 2023, filed 14 Aug 2023.