AIA
EFOR

Affinity Investment Advisors’s Everforth Inc EFOR Stock Holding History

Affinity Investment Advisors’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
Q1 		– Sell
-9,395
Closed -$1.16M – 200
2021
Q4 		$1.16M Sell
9,395
-625
-6% -$76.4K 0.47% 63
2021
Q3 		$1.13M Sell
10,020
-78
-0.8% -$8.21K 0.51% 63
2021
Q2 		$979K Sell
10,098
-1,291
-11% -$132K 0.44% 83
2021
Q1 		$1.09M Hold
11,389
– – 0.4% 72
2020
Q4 		$951K Sell
11,389
-900
-7% -$69.2K 0.38% 72
2020
Q3 		$781K Sell
12,289
-370
-3% -$25.5K 0.34% 70
2020
Q2 		$844K Sell
12,659
-5
-0% -$265 0.4% 68
2020
Q1 		$447K Buy
12,664
+3,820
+43% +$216K 0.23% 88
2019
Q4 		$628K Hold
8,844
– – 0.23% 71
2019
Q3 		$556K Buy
8,844
+21
+0.2% +$1.3K 0.17% 72
2019
Q2 		$535K Buy
8,823
+1,057
+14% +$63.5K 0.15% 78
2019
Q1 		$493K Sell
7,766
-551
-7% -$34.5K 0.1% 77
2018
Q4 		$453K Hold
8,317
– – 0.08% 82
2018
Q3 		$656K Buy
8,317
+1,807
+28% +$156K 0.09% 73
2018
Q2 		$509K Buy
6,510
+77
+1% +$6.3K 0.07% 112
2018
Q1 		$527K Buy
6,433
+224
+4% +$16.8K 0.06% 104
2017
Q4 		$399K Buy
6,209
+65
+1% +$3.94K 0.05% 109
2017
Q3 		$330K Hold
6,144
– – 0.04% 116
2017
Q2 		$333K Buy
6,144
+782
+15% +$40.2K 0.04% 116
2017
Q1 		$260K Buy
+5,362
New +$248K 0.02% 160

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
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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Affinity Investment Advisors's EFOR Position: Q1 2022 in Review

Affinity Investment Advisors sold out of Everforth Inc (EFOR) in Q1 2022, closing a stake of 9,395 shares — an estimated $1.16M sold.

Affinity Investment Advisors first reported a position in EFOR in Q1 2017 and held it in 20 quarters. The position peaked at $1.16M in Q4 2021. 279 funds tracked by Wall St. Rank hold EFOR as of Q1 2022.

  • Affinity Investment Advisors reported no remaining Everforth Inc position as of Q1 2022 after selling out during the quarter.
  • Affinity Investment Advisors sold 9,395 Everforth Inc shares in Q1 2022, an estimated $1.16M.
  • Affinity Investment Advisors first reported a position in Everforth Inc in Q1 2017 and held it in 20 quarters.
  • Affinity Investment Advisors's Everforth Inc position peaked at $1.16M in Q4 2021.
  • 279 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2022.

Based on Affinity Investment Advisors's 13F filing for Q1 2022, filed 5 May 2022.