UBS U.S. SMALL CAP GROWTH FUND EVER Holdings History
Number of Shares
49,157.00
Current Holdings Value*
$1.29 Mil
% of Portfolio
1.31%
Total Estimate Gain
$80,125.91
% of Total Estimate Gain
7.12%
UBS U.S. SMALL CAP GROWTH FUND's EverQuote Inc Holding Summary
As of 2025-03-31, UBS FUNDS held 49,157.00 shares of EverQuote Inc(EVER), totaling $1.29 Mil. This investment constitutes 1.31% of their stock portfolio, and UBS FUNDS now holds 0.14% of the outstanding EverQuote Inc(EVER) stock.
The initial trade took place in 2025Q1. And since then UBS U.S. SMALL CAP GROWTH FUND has made 1 purchases of EVER, at an average price of $22.90, for a total of 49,157.00 shares. Based on historical transaction data and EVER's current price of $24.53, UBS U.S. SMALL CAP GROWTH FUND's estimated gain on his EVER holdings is $80,125.91, reflecting a 7.12% gain to date.
UBS U.S. SMALL CAP GROWTH FUND EVER ($24.53) Holding Chart
UBS U.S. SMALL CAP GROWTH FUND EVER ($24.53) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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