Ameriprise Financial Inc ownership in EVER / EverQuote, Inc.

EverQuote, Inc.

MX ˙ BMV ˙ US30041R1086

Security	MX:EVER / EverQuote, Inc.
Institution	Ameriprise Financial Inc
Latest Disclosed Ownership	0 shares
Ownership	0.00%

2022-02-14 - Ameriprise Financial Inc has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 0 shares of EverQuote, Inc. (MX:EVER). This represents 0.0 percent ownership of the company. In their previous filing dated 2021-02-12 , Ameriprise Financial Inc had reported owning 1,095,388 shares, indicating a decrease of -100.00 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File Date	Effective Date	Form	Prev Shares	Latest Shares	ΔShares (Percent)	Ownership (Percent)	ΔOwnership (Percent)
2022-02-14	2022-02-14	13G/A	1,095,388	0	-100.00	0.00	-100.00
2021-02-12	2021-02-12	13G		1,095,388		5.38

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-15	2026-03-31	13F	EVERQUOTE INC -	COM	30041R108	224,639	-631,798	-73.77	3,455	-85.04	0.0001
2026-02-17	2025-12-31	13F	EVERQUOTE INC -	COM	30041R108	856,437	681,063	388.35	23,094	475.89	0.0052
2025-11-14	2025-09-30	13F	EVERQUOTE INC -	COM	30041R108	175,374	77,254	78.73	4,011	69.13	0.0009
2025-08-14	2025-06-30	13F	EVERQUOTE INC -	COM	30041R108	98,120	98,120		2,371		0.0006
2025-02-14	2024-12-31	13F	EVERQUOTE INC -	COM	30041R108	0	-32,448	-100.00	0	-100.00
2024-11-14	2024-09-30	13F	EVERQUOTE INC -	COM	30041R108	32,448	-8,996	-21.71	684	-20.83	0.0002
2024-08-14	2024-06-30	13F	EVERQUOTE INC -	COM	30041R108	41,444	41,444		865		0.0002
2021-11-15	2021-09-30	13F	EVERQUOTE INC -	COM	30041R108	0	-1,573,631	-100.00	0	-100.00
2021-08-16	2021-06-30	13F	EVERQUOTE INC -	COM	30041R108	1,573,631	384,558	32.34	51,427	19.18	0.0159
2021-05-17	2021-03-31	13F	EVERQUOTE INC -	COM	30041R108	1,189,073	93,685	8.55	43,152	5.47	0.0143
2021-02-12	2020-12-31	13F	EVERQUOTE INC -	COM	30041R108	1,095,388	151,843	16.09	40,913	12.22	0.0145
2020-11-16	2020-09-30	13F	EVERQUOTE INC -	COM	30041R108	943,545	434,509	85.36	36,458	23.14	0.0148
2020-08-14	2020-06-30	13F	EVERQUOTE INC -	COM	30041R108	509,036	71,443	16.33	29,607	157.74	0.0127
2020-05-15	2020-03-31	13F	EVERQUOTE INC -	COM	30041R108	437,593	437,593		11,487		0.0060
2019-02-14	2018-12-31	13F	EVERQUOTE INC -	COM	30041R108	0	-51,090	-100.00	0	-100.00
2018-11-14	2018-09-30	13F	EVERQUOTE INC -	COM	30041R108	51,090	-5,670	-9.99	759	-26.24	0.0003
2018-08-14	2018-06-30	13F	EVERQUOTE INC -	COM	30041R108	56,760	56,760		1,029		0.0005
2017-08-10	2017-06-30	13F	EVERBANK FINANCIAL	COM	29977G102	0	-21,061	-100.00	0	-100.00
2017-05-05	2017-03-31	13F	EVERBANK FINANCIAL	COM	29977G102	21,061	21,061		410		0.0002
2016-11-08	2016-09-30	13F	EVERBANK FINANCIAL	COM	29977G102	0	-2,050,407	-100.00	0	-100.00
2016-08-08	2016-06-30	13F	EVERBANK FINANCIAL	COM	29977G102	2,050,407	-23,644	-1.14	30,470	-2.64	0.0179
2016-05-12	2016-03-31	13F	EVERBANK FINANCIAL	COM	29977G102	2,074,051	9,848	0.48	31,297	-5.12	0.0187
2016-02-11	2015-12-31	13F	EVERBANK FINANCIAL	COM	29977G102	2,064,203	50,787	2.52	32,987	-15.11	0.0194
2015-11-12	2015-09-30	13F	EVERBANK FINANCIAL	COM	29977G102	2,013,416	-35,298	-1.72	38,858	-3.48	0.0241
2015-08-13	2015-06-30	13F	EVERBANK FINANCIAL	COM	29977G102	2,048,714	188,074	10.11	40,258	20.00	0.0229
2015-05-14	2015-03-31	13F	EVERBANK FINANCIAL	COM	29977G102	1,860,640	-60,860	-3.17	33,548	-8.40	0.0193
2015-02-13	2014-12-31	13F	EVERBANK FINANCIAL	COM	29977G102	1,921,500	17,300	0.91	36,623	8.90	0.0213
2014-11-14	2014-09-30	13F	EVERBANK FINANCIAL	COM	29977G102	1,904,200	125,700	7.07	33,629	-6.21	0.0202
2014-08-13	2014-06-30	13F	EVERBANK FINANCIAL	COM	29977G102	1,778,500	-49,297	-2.70	35,855	-0.58	0.0212
2014-05-14	2014-03-31	13F	EVERBANK FINANCIAL	COM	29977G102	1,827,797	8,207	0.45	36,063	8.07	0.0217
2014-02-14	2013-12-31	13F	EVERBANK FINANCIAL	COM	29977G102	1,819,590	211,493	13.15	33,371	38.54	0.0202
2013-11-14	2013-09-30	13F	EVERBANK FINANCIAL	COM	29977G102	1,608,097	443,080	38.03	24,088	24.86	0.0158
2013-08-14	2013-06-30	13F	EVERBANK FINANCIAL	COM	29977G102	1,165,017	1,165,017		19,292		0.0134

Legend

Shares: The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value: The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price: The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class: This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred

Allocation (%): The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation: The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%): The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis: The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss: This is the market value of the position as of the effective date minus the cost basis.