AIL
EFOR

AGF Investments LLC’s Everforth Inc EFOR Stock Holding History

AGF Investments LLC’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
2020
Q4 		– Sell
-43
Closed -$3K – 517
2020
Q3 		$3K Sell
43
-11
-20% -$757 ﹤0.01% 488
2020
Q2 		$4K Buy
+54
New +$2.87K ﹤0.01% 509
2019
Q2 		– Sell
-124
Closed -$8K – 638
2019
Q1 		$8K Hold
124
– – ﹤0.01% 518
2018
Q4 		$7K Buy
+124
New +$8.08K ﹤0.01% 599

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AGF Investments LLC's EFOR Position: Q4 2020 in Review

AGF Investments LLC sold out of Everforth Inc (EFOR) in Q4 2020, closing a stake of 43 shares — an estimated $3K sold.

AGF Investments LLC first reported a position in EFOR in Q4 2018 and held it in 4 quarters. The position peaked at $8K in Q1 2019. 272 funds tracked by Wall St. Rank hold EFOR as of Q4 2020.

  • AGF Investments LLC reported no remaining Everforth Inc position as of Q4 2020 after selling out during the quarter.
  • AGF Investments LLC sold 43 Everforth Inc shares in Q4 2020, an estimated $3K.
  • AGF Investments LLC first reported a position in Everforth Inc in Q4 2018 and held it in 4 quarters.
  • AGF Investments LLC's Everforth Inc position peaked at $8K in Q1 2019.
  • 272 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2020.

Based on AGF Investments LLC's 13F filing for Q4 2020, filed 8 Feb 2021.