USA Financial Formulas’s EverQuote EVER Stock Holding History

USA Financial Formulas’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	-2,830	Closed	-$59K	–	299
2024 Q2	$59K	Buy	+2,830	New	+$59.8K	0.01%	217

Other funds holding EVER

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $240B AUM 35.51% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

USA Financial Formulas's EVER Position: Q3 2024 in Review

USA Financial Formulas sold out of EverQuote (EVER) in Q3 2024, closing a stake of 2,830 shares — an estimated $59K sold.

USA Financial Formulas first reported a position in EVER in Q2 2024 and held it in 1 quarter. The position peaked at $59K in Q2 2024. 192 funds tracked by Wall St. Rank hold EVER as of Q3 2024.

USA Financial Formulas reported no remaining EverQuote position as of Q3 2024 after selling out during the quarter.
USA Financial Formulas sold 2,830 EverQuote shares in Q3 2024, an estimated $59K.
USA Financial Formulas first reported a position in EverQuote in Q2 2024 and held it in 1 quarter.
USA Financial Formulas's EverQuote position peaked at $59K in Q2 2024.
192 funds tracked by Wall St. Rank held EverQuote as of Q3 2024.

Based on USA Financial Formulas's 13F filing for Q3 2024, filed 8 Oct 2024.