AIMCA
EFOR

Alberta Investment Management Corp (AIMCo)’s Everforth Inc EFOR Stock Holding History

Alberta Investment Management Corp (AIMCo)’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
-7,100
Closed -$451K – 860
2020
Q3 		$451K Hold
7,100
– – ﹤0.01% 827
2020
Q2 		$473K Buy
+7,100
New +$377K 0.01% 848
2017
Q2 		– Sell
-13,400
Closed -$650K – 739
2017
Q1 		$650K Buy
+13,400
New +$621K 0.01% 661

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

Alberta Investment Management Corp (AIMCo)'s EFOR Position: Q4 2020 in Review

Alberta Investment Management Corp (AIMCo) sold out of Everforth Inc (EFOR) in Q4 2020, closing a stake of 7,100 shares — an estimated $451K sold.

Alberta Investment Management Corp (AIMCo) first reported a position in EFOR in Q1 2017 and held it in 3 quarters. The position peaked at $650K in Q1 2017. 272 funds tracked by Wall St. Rank hold EFOR as of Q4 2020.

  • Alberta Investment Management Corp (AIMCo) reported no remaining Everforth Inc position as of Q4 2020 after selling out during the quarter.
  • Alberta Investment Management Corp (AIMCo) sold 7,100 Everforth Inc shares in Q4 2020, an estimated $451K.
  • Alberta Investment Management Corp (AIMCo) first reported a position in Everforth Inc in Q1 2017 and held it in 3 quarters.
  • Alberta Investment Management Corp (AIMCo)'s Everforth Inc position peaked at $650K in Q1 2017.
  • 272 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2020.

Based on Alberta Investment Management Corp (AIMCo)'s 13F filing for Q4 2020, filed 16 Feb 2021.