Winton Group’s EverQuote EVER Stock Holding History

Winton Group’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 Q3	–	Sell	-6,526	Closed	-$213K	–	1377
2021 Q2	$213K	Sell	6,526 -2,810	-30%	-$93.7K	0.01%	1321
2021 Q1	$339K	Buy	9,336 +78	+0.8%	+$3.32K	0.02%	1088
2020 Q4	$346K	Sell	9,258 -7,761	-46%	-$294K	0.03%	971
2020 Q3	$658K	Buy	17,019 +11,607	+214%	+$523K	0.02%	995
2020 Q2	$315K	Buy	+5,412	New	+$254K	0.01%	1273

Other funds holding EVER

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

GIPM

G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Winton Group's EVER Position: Q3 2021 in Review

Winton Group sold out of EverQuote (EVER) in Q3 2021, closing a stake of 6,526 shares — an estimated $213K sold.

Winton Group first reported a position in EVER in Q2 2020 and held it in 5 quarters. The position peaked at $658K in Q3 2020. 118 funds tracked by Wall St. Rank hold EVER as of Q3 2021.

Winton Group reported no remaining EverQuote position as of Q3 2021 after selling out during the quarter.
Winton Group sold 6,526 EverQuote shares in Q3 2021, an estimated $213K.
Winton Group first reported a position in EverQuote in Q2 2020 and held it in 5 quarters.
Winton Group's EverQuote position peaked at $658K in Q3 2020.
118 funds tracked by Wall St. Rank held EverQuote as of Q3 2021.

Based on Winton Group's 13F filing for Q3 2021, filed 28 Oct 2021.