SEI Investments’s EverQuote EVER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.62M | Sell |
169,953
-16,358
| -9% | -$309K | ﹤0.01% | 1873 |
|
|
2025
Q4 | $5.03M | Buy |
186,311
+49,000
| +36% | +$1.19M | 0.01% | 1371 |
|
|
2025
Q3 | $3.14M | Sell |
137,311
-9,143
| -6% | -$221K | ﹤0.01% | 1504 |
|
|
2025
Q2 | $3.54M | Buy |
146,454
+1,862
| +1% | +$44.1K | ﹤0.01% | 1408 |
|
|
2025
Q1 | $3.79M | Buy |
144,592
+19,829
| +16% | +$454K | ﹤0.01% | 1380 |
|
|
2024
Q4 | $2.49M | Sell |
124,763
-20,953
| -14% | -$396K | ﹤0.01% | 1599 |
|
|
2024
Q3 | $3.07M | Sell |
145,716
-10,802
| -7% | -$247K | ﹤0.01% | 1497 |
|
|
2024
Q2 | $3.27M | Buy |
156,518
+68,866
| +79% | +$1.46M | ﹤0.01% | 1412 |
|
|
2024
Q1 | $1.63M | Sell |
87,652
-10,998
| -11% | -$162K | ﹤0.01% | 1705 |
|
|
2023
Q4 | $1.21M | Buy |
98,650
+3,565
| +4% | +$32.4K | ﹤0.01% | 1810 |
|
|
2023
Q3 | $687K | Buy |
95,085
+36,778
| +63% | +$240K | ﹤0.01% | 1999 |
|
|
2023
Q2 | $379K | Buy |
58,307
+10,924
| +23% | +$92.1K | ﹤0.01% | 2238 |
|
|
2023
Q1 | $659K | Buy |
47,383
+10,597
| +29% | +$158K | ﹤0.01% | 2030 |
|
|
2022
Q4 | $542K | Buy |
36,786
+6,641
| +22% | +$62.4K | ﹤0.01% | 1978 |
|
|
2022
Q3 | $205K | Buy |
30,145
+1,226
| +4% | +$11.5K | ﹤0.01% | 2447 |
|
|
2022
Q2 | $263K | Buy |
28,919
+118
| +0.4% | +$1.35K | ﹤0.01% | 2384 |
|
|
2022
Q1 | $475K | Buy |
+28,801
| New | +$436K | ﹤0.01% | 2110 |
|
|
2020
Q4 | – | Sell |
-33,737
| Closed | -$1.3M | – | 2475 |
|
|
2020
Q3 | $1.3M | Buy |
33,737
+600
| +2% | +$27K | ﹤0.01% | 1476 |
|
|
2020
Q2 | $1.93M | Buy |
33,137
+8,613
| +35% | +$405K | 0.01% | 1281 |
|
|
2020
Q1 | $643K | Buy |
24,524
+800
| +3% | +$28.2K | ﹤0.01% | 1652 |
|
|
2019
Q4 | $815K | Sell |
23,724
-2,084
| -8% | -$58.1K | ﹤0.01% | 1723 |
|
|
2019
Q3 | $551K | Buy |
+25,808
| New | +$487K | ﹤0.01% | 1834 |
|
Other funds holding EVER
VCM
VPM
