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Smith Group Asset Management’s EverQuote EVER Stock Holding History

Smith Group Asset Management’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
2020
Q4 		– Sell
-6,720
Closed -$260K – 320
2020
Q3 		$260K Sell
6,720
-10
-0.1% -$451 0.01% 156
2020
Q2 		$391K Buy
+6,730
New +$316K 0.02% 141

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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

Smith Group Asset Management's EVER Position: Q4 2020 in Review

Smith Group Asset Management sold out of EverQuote (EVER) in Q4 2020, closing a stake of 6,720 shares — an estimated $260K sold.

Smith Group Asset Management first reported a position in EVER in Q2 2020 and held it in 2 quarters. The position peaked at $391K in Q2 2020. 127 funds tracked by Wall St. Rank hold EVER as of Q4 2020.

  • Smith Group Asset Management reported no remaining EverQuote position as of Q4 2020 after selling out during the quarter.
  • Smith Group Asset Management sold 6,720 EverQuote shares in Q4 2020, an estimated $260K.
  • Smith Group Asset Management first reported a position in EverQuote in Q2 2020 and held it in 2 quarters.
  • Smith Group Asset Management's EverQuote position peaked at $391K in Q2 2020.
  • 127 funds tracked by Wall St. Rank held EverQuote as of Q4 2020.

Based on Smith Group Asset Management's 13F filing for Q4 2020, filed 9 Feb 2021.