Aberdeen Group
EFOR

Aberdeen Group’s Everforth Inc EFOR Stock Holding History

Aberdeen Group’s Portfolio EFOR Stock Details EFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-265,846
Closed -$31.1M – 950
2022
Q1 		$31.1M Sell
265,846
-154,398
-37% -$17.5M 0.08% 248
2021
Q4 		$51.9M Sell
420,244
-13,995
-3% -$1.71M 0.11% 184
2021
Q3 		$50.1M Buy
434,239
+7,462
+2% +$785K 0.11% 188
2021
Q2 		$41.4M Sell
426,777
-18,858
-4% -$1.93M 0.09% 215
2021
Q1 		$42.5M Buy
445,635
+9,277
+2% +$857K 0.1% 207
2020
Q4 		$36.4M Sell
436,358
-1,348
-0.3% -$104K 0.09% 207
2020
Q3 		$27.8M Sell
437,706
-9,168
-2% -$631K 0.07% 214
2020
Q2 		$29.8M Buy
446,874
+106,389
+31% +$5.64M 0.08% 219
2020
Q1 		$12M Buy
+340,485
New +$19.3M 0.04% 360

Other funds holding EFOR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Aberdeen Group's EFOR Position: Q2 2022 in Review

Aberdeen Group sold out of Everforth Inc (EFOR) in Q2 2022, closing a stake of 265,846 shares — an estimated $31.1M sold.

Aberdeen Group first reported a position in EFOR in Q1 2020 and held it in 9 quarters. The position peaked at $51.9M in Q4 2021. 289 funds tracked by Wall St. Rank hold EFOR as of Q2 2022.

  • Aberdeen Group reported no remaining Everforth Inc position as of Q2 2022 after selling out during the quarter.
  • Aberdeen Group sold 265,846 Everforth Inc shares in Q2 2022, an estimated $31.1M.
  • Aberdeen Group first reported a position in Everforth Inc in Q1 2020 and held it in 9 quarters.
  • Aberdeen Group's Everforth Inc position peaked at $51.9M in Q4 2021.
  • 289 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2022.

Based on Aberdeen Group's 13F filing for Q2 2022, filed 5 Aug 2022.