UBS AM’s EverQuote EVER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.59M | Sell |
313,722
-25,950
| -8% | -$627K | ﹤0.01% | 1494 |
|
|
2025
Q1 | $8.9M | Buy |
339,672
+292,172
| +615% | +$7.65M | ﹤0.01% | 1282 |
|
|
2024
Q4 | $950K | Buy |
47,500
+12,118
| +34% | +$242K | ﹤0.01% | 2383 |
|
|
2024
Q3 | $746K | Sell |
35,382
-10,506
| -23% | -$222K | ﹤0.01% | 2515 |
|
|
2024
Q2 | $957K | Buy |
+45,888
| New | +$957K | ﹤0.01% | 2393 |
|
|
2023
Q3 | – | Sell |
-12,356
| Closed | -$172K | – | 2621 |
|
|
2023
Q2 | $172K | Hold |
12,356
| – | – | ﹤0.01% | 2589 |
|
|
2023
Q1 | $172K | Buy |
+12,356
| New | +$172K | ﹤0.01% | 2589 |
|
|
2022
Q4 | – | Sell |
-40,967
| Closed | -$279K | – | 2620 |
|
|
2022
Q3 | $279K | Sell |
40,967
-5,717
| -12% | -$39K | ﹤0.01% | 2514 |
|
|
2022
Q2 | $413K | Buy |
46,684
+28,160
| +152% | +$249K | ﹤0.01% | 2369 |
|
|
2022
Q1 | $300K | Buy |
18,524
+2,424
| +15% | +$39.2K | ﹤0.01% | 2595 |
|
|
2021
Q4 | $252K | Hold |
16,100
| – | – | ﹤0.01% | 2718 |
|
|
2021
Q3 | $300K | Hold |
16,100
| – | – | ﹤0.01% | 2616 |
|
|
2021
Q2 | $526K | Buy |
16,100
+8,300
| +106% | +$271K | ﹤0.01% | 2517 |
|
|
2021
Q1 | $283K | Hold |
7,800
| – | – | ﹤0.01% | 2495 |
|
|
2020
Q4 | $291K | Buy |
7,800
+1,900
| +32% | +$71K | ﹤0.01% | 2418 |
|
|
2020
Q3 | $228K | Buy |
5,900
+100
| +2% | +$3.86K | ﹤0.01% | 2370 |
|
|
2020
Q2 | $337K | Buy |
+5,800
| New | +$337K | ﹤0.01% | 2249 |
|