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Summit Global Investments’s EverQuote EVER Stock Holding History

Summit Global 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
2021
Q4 		– Sell
-29,800
Closed -$555K – 564
2021
Q3 		$555K Buy
29,800
+13,200
+80% +$316K 0.04% 292
2021
Q2 		$542K Buy
16,600
+9,400
+131% +$313K 0.03% 343
2021
Q1 		$261K Buy
+7,200
New +$307K 0.02% 473

Other funds holding EVER

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
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

Summit Global Investments's EVER Position: Q4 2021 in Review

Summit Global Investments sold out of EverQuote (EVER) in Q4 2021, closing a stake of 29,800 shares — an estimated $555K sold.

Summit Global Investments first reported a position in EVER in Q1 2021 and held it in 3 quarters. The position peaked at $555K in Q3 2021. 121 funds tracked by Wall St. Rank hold EVER as of Q4 2021.

  • Summit Global Investments reported no remaining EverQuote position as of Q4 2021 after selling out during the quarter.
  • Summit Global Investments sold 29,800 EverQuote shares in Q4 2021, an estimated $555K.
  • Summit Global Investments first reported a position in EverQuote in Q1 2021 and held it in 3 quarters.
  • Summit Global Investments's EverQuote position peaked at $555K in Q3 2021.
  • 121 funds tracked by Wall St. Rank held EverQuote as of Q4 2021.

Based on Summit Global Investments's 13F filing for Q4 2021, filed 14 Feb 2022.