Acadian Asset Management
EFOR

Acadian Asset Management’s Everforth Inc EFOR Stock Holding History

Acadian Asset Management’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
2023
Q1 		– Sell
-266
Closed -$21K – 1734
2022
Q4 		$21K Sell
266
-1,251
-82% -$110K ﹤0.01% 1707
2022
Q3 		$137K Buy
+1,517
New +$147K ﹤0.01% 1292
2022
Q2 		– Sell
-13,451
Closed -$1.57M – 1677
2022
Q1 		$1.57M Buy
13,451
+13,253
+6,693% +$1.5M 0.01% 721
2021
Q4 		$24K Buy
+198
New +$24.2K ﹤0.01% 1585
2021
Q3 		– Sell
-510
Closed -$49K – 1711
2021
Q2 		$49K Sell
510
-915
-64% -$93.5K ﹤0.01% 1802
2021
Q1 		$136K Buy
1,425
+705
+98% +$65.1K ﹤0.01% 1599
2020
Q4 		$60K Buy
720
+375
+109% +$28.8K ﹤0.01% 1892
2020
Q3 		$22K Buy
+345
New +$23.7K ﹤0.01% 2069
2020
Q2 		– Sell
-13,042
Closed -$460K – 2216
2020
Q1 		$460K Sell
13,042
-8,459
-39% -$479K ﹤0.01% 980
2019
Q4 		$1.52M Buy
21,501
+20,697
+2,574% +$1.35M 0.01% 770
2019
Q3 		$51K Hold
804
– – ﹤0.01% 1611
2019
Q2 		$49K Sell
804
-13,592
-94% -$816K ﹤0.01% 1475
2019
Q1 		$915K Sell
14,396
-61,405
-81% -$3.84M ﹤0.01% 921
2018
Q4 		$4.13M Sell
75,801
-184,569
-71% -$12M 0.02% 403
2018
Q3 		$20.5M Sell
260,370
-176,393
-40% -$15.2M 0.08% 194
2018
Q2 		$34.1M Sell
436,763
-123,519
-22% -$10.1M 0.15% 139
2018
Q1 		$45.9M Buy
560,282
+261,096
+87% +$19.5M 0.2% 113
2017
Q4 		$19.2M Buy
+299,186
New +$18.1M 0.08% 206
2017
Q3 		– Sell
-585
Closed -$32K – 1397
2017
Q2 		$32K Sell
585
-11,796
-95% -$606K ﹤0.01% 1193
2017
Q1 		$601K Buy
+12,381
New +$574K ﹤0.01% 854
2016
Q1 		– Sell
-26
Closed -$1K – 1360
2015
Q4 		$1K Buy
+26
New +$1.14K ﹤0.01% 1359
2015
Q3 		– Sell
-15,226
Closed -$598K – 1299
2015
Q2 		$598K Buy
+15,226
New +$581K ﹤0.01% 766

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Acadian Asset Management's EFOR Position: Q1 2023 in Review

Acadian Asset Management sold out of Everforth Inc (EFOR) in Q1 2023, closing a stake of 266 shares — an estimated $21K sold.

Acadian Asset Management first reported a position in EFOR in Q2 2015 and held it in 22 quarters. The position peaked at $45.9M in Q1 2018. 274 funds tracked by Wall St. Rank hold EFOR as of Q1 2023.

  • Acadian Asset Management reported no remaining Everforth Inc position as of Q1 2023 after selling out during the quarter.
  • Acadian Asset Management sold 266 Everforth Inc shares in Q1 2023, an estimated $21K.
  • Acadian Asset Management first reported a position in Everforth Inc in Q2 2015 and held it in 22 quarters.
  • Acadian Asset Management's Everforth Inc position peaked at $45.9M in Q1 2018.
  • 274 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2023.

Based on Acadian Asset Management's 13F filing for Q1 2023, filed 11 May 2023.