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Raymond James & Associates’s EverQuote EVER Stock Holding History

Raymond James & Associates’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
2024
Q3 		$218K Sell
10,349
-31,411
-75% -$718K ﹤0.01% 3591
2024
Q2 		$871K Buy
41,760
+1,362
+3% +$28.8K ﹤0.01% 2718
2024
Q1 		$750K Sell
40,398
-3,588
-8% -$52.7K ﹤0.01% 2788
2023
Q4 		$538K Sell
43,986
-718
-2% -$6.53K ﹤0.01% 2915
2023
Q3 		$323K Buy
44,704
+18,295
+69% +$119K ﹤0.01% 3168
2023
Q2 		$172K Buy
26,409
+2,382
+10% +$20.1K ﹤0.01% 3521
2023
Q1 		$334K Sell
24,027
-7,899
-25% -$118K ﹤0.01% 3173
2022
Q4 		$471K Buy
31,926
+2,409
+8% +$22.6K ﹤0.01% 2941
2022
Q3 		$201K Sell
29,517
-764
-3% -$7.16K ﹤0.01% 3441
2022
Q2 		$268K Buy
30,281
+1,788
+6% +$20.4K ﹤0.01% 3301
2022
Q1 		$461K Buy
+28,493
New +$431K ﹤0.01% 3116
2020
Q4 		– Sell
-19,028
Closed -$735K – 3803
2020
Q3 		$735K Buy
+19,028
New +$857K ﹤0.01% 2369

Other funds holding EVER

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Raymond James & Associates's EVER Position: Q3 2024 in Review

Raymond James & Associates reduced its EverQuote (EVER) stake by 75% in Q3 2024, selling an estimated $718K and leaving 10,349 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #3591.

Raymond James & Associates first reported a position in EVER in Q3 2020 and has held it in 12 quarters since. The position peaked at $871K in Q2 2024. 192 funds tracked by Wall St. Rank hold EVER as of Q3 2024.

  • Raymond James & Associates held 10,349 shares of EverQuote worth $218K as of Q3 2024.
  • Raymond James & Associates sold 31,411 EverQuote shares in Q3 2024, an estimated $718K.
  • EverQuote made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #3591 holding.
  • Raymond James & Associates first reported a position in EverQuote in Q3 2020 and has held it in 12 quarters since.
  • Raymond James & Associates's EverQuote position peaked at $871K in Q2 2024.
  • 192 funds tracked by Wall St. Rank held EverQuote as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.