UBS Group’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 | $7.13M | Buy |
462,608
+211,554
| +84% | +$4M | ﹤0.01% | 3700 |
|
|
2025
Q4 | $6.78M | Buy |
251,054
+16,360
| +7% | +$396K | ﹤0.01% | 3712 |
|
|
2025
Q3 | $5.37M | Sell |
234,694
-361,034
| -61% | -$8.72M | ﹤0.01% | 3963 |
|
|
2025
Q2 | $14.4M | Buy |
595,728
+7,719
| +1% | +$183K | ﹤0.01% | 2717 |
|
|
2025
Q1 | $15.4M | Sell |
588,009
-360,204
| -38% | -$8.25M | ﹤0.01% | 2602 |
|
|
2024
Q4 | $19M | Buy |
948,213
+768,928
| +429% | +$14.5M | ﹤0.01% | 2381 |
|
|
2024
Q3 | $3.78M | Buy |
179,285
+20,022
| +13% | +$458K | ﹤0.01% | 3366 |
|
|
2024
Q2 | $3.32M | Buy |
159,263
+20,140
| +14% | +$426K | ﹤0.01% | 3244 |
|
|
2024
Q1 | $2.58M | Buy |
139,123
+114,766
| +471% | +$1.69M | ﹤0.01% | 3683 |
|
|
2023
Q4 | $298K | Buy |
24,357
+14,585
| +149% | +$133K | ﹤0.01% | 5504 |
|
|
2023
Q3 | $70.7K | Sell |
9,772
-3,803
| -28% | -$24.8K | ﹤0.01% | 6073 |
|
|
2023
Q2 | $88.2K | Buy |
13,575
+1,982
| +17% | +$16.7K | ﹤0.01% | 6114 |
|
|
2023
Q1 | $161K | Sell |
11,593
-1,369
| -11% | -$20.4K | ﹤0.01% | 5555 |
|
|
2022
Q4 | $191K | Buy |
12,962
+11,115
| +602% | +$104K | ﹤0.01% | 5497 |
|
|
2022
Q3 | $13K | Sell |
1,847
-982
| -35% | -$9.2K | ﹤0.01% | 8022 |
|
|
2022
Q2 | $25K | Sell |
2,829
-8,308
| -75% | -$94.9K | ﹤0.01% | 6599 |
|
|
2022
Q1 | $180K | Sell |
11,137
-1,467
| -12% | -$22.2K | ﹤0.01% | 5446 |
|
|
2021
Q4 | $198K | Sell |
12,604
-4,226
| -25% | -$64.5K | ﹤0.01% | 5699 |
|
|
2021
Q3 | $313K | Buy |
16,830
+16,730
| +16,730% | +$400K | ﹤0.01% | 5009 |
|
|
2021
Q2 | $3K | Sell |
100
-1,100
| -92% | -$36.7K | ﹤0.01% | 8796 |
|
|
2021
Q1 | $44K | Sell |
1,200
-318
| -21% | -$13.5K | ﹤0.01% | 6677 |
|
|
2020
Q4 | $57K | Sell |
1,518
-2,356
| -61% | -$89.1K | ﹤0.01% | 6076 |
|
|
2020
Q3 | $150K | Sell |
3,874
-12,093
| -76% | -$545K | ﹤0.01% | 4963 |
|
|
2020
Q2 | $928K | Sell |
15,967
-603
| -4% | -$28.3K | ﹤0.01% | 3573 |
|
|
2020
Q1 | $435K | Buy |
16,570
+54
| +0.3% | +$1.9K | ﹤0.01% | 4094 |
|
|
2019
Q4 | $568K | Buy |
16,516
+14,163
| +602% | +$395K | ﹤0.01% | 4725 |
|
|
2019
Q3 | $50K | Sell |
2,353
-1,570
| -40% | -$29.7K | ﹤0.01% | 6199 |
|
|
2019
Q2 | $51K | Buy |
+3,923
| New | +$40.8K | ﹤0.01% | 5909 |
|
|
2019
Q1 | – | Sell |
-152
| Closed | -$1K | – | 7826 |
|
|
2018
Q4 | $1K | Sell |
152
-875
| -85% | -$8.11K | ﹤0.01% | 7888 |
|
|
2018
Q3 | $15K | Sell |
1,027
-933
| -48% | -$14.1K | ﹤0.01% | 6961 |
|
|
2018
Q2 | $36K | Buy |
+1,960
| New | +$35.4K | ﹤0.01% | 6252 |
|
Other funds holding EVER
VCM
VPM
