Stifel Financial
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Stifel Financial’s EverQuote EVER Stock Holding History

Stifel Financial’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 		– Sell
-17,135
Closed -$357K – 3394
2024
Q2 		$357K Sell
17,135
-12,350
-42% -$261K ﹤0.01% 2823
2024
Q1 		$547K Sell
29,485
-11,007
-27% -$162K ﹤0.01% 2556
2023
Q4 		$496K Sell
40,492
-5,103
-11% -$46.4K ﹤0.01% 2562
2023
Q3 		$330K Buy
45,595
+3,133
+7% +$20.4K ﹤0.01% 2736
2023
Q2 		$276K Buy
42,462
+20,059
+90% +$169K ﹤0.01% 2868
2023
Q1 		$311K Sell
22,403
-21,119
-49% -$315K ﹤0.01% 2790
2022
Q4 		$642K Buy
43,522
+21,103
+94% +$198K ﹤0.01% 2322
2022
Q3 		$153K Buy
22,419
+8,487
+61% +$79.5K ﹤0.01% 3018
2022
Q2 		$123K Buy
+13,932
New +$159K ﹤0.01% 3126

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

Stifel Financial's EVER Position: Q3 2024 in Review

Stifel Financial sold out of EverQuote (EVER) in Q3 2024, closing a stake of 17,135 shares — an estimated $357K sold.

Stifel Financial first reported a position in EVER in Q2 2022 and held it in 9 quarters. The position peaked at $642K in Q4 2022. 192 funds tracked by Wall St. Rank hold EVER as of Q3 2024.

  • Stifel Financial reported no remaining EverQuote position as of Q3 2024 after selling out during the quarter.
  • Stifel Financial sold 17,135 EverQuote shares in Q3 2024, an estimated $357K.
  • Stifel Financial first reported a position in EverQuote in Q2 2022 and held it in 9 quarters.
  • Stifel Financial's EverQuote position peaked at $642K in Q4 2022.
  • 192 funds tracked by Wall St. Rank held EverQuote as of Q3 2024.

Based on Stifel Financial's 13F filing for Q3 2024, filed 14 Nov 2024.