AF
EFOR

Amalgamated Financial’s Everforth Inc EFOR Stock Holding History

Amalgamated Financial’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 		$4.08M Buy
+34,985
New +$3.97M 0.03% 573

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

Amalgamated Financial's EFOR Position: Q1 2022 in Review

Amalgamated Financial opened a new position in Everforth Inc (EFOR) in Q1 2022: 34,985 shares worth $4.08M. The stake represents 0.03% of the portfolio and ranks #573 among its holdings.

279 funds tracked by Wall St. Rank hold EFOR as of Q1 2022.

  • Amalgamated Financial held 34,985 shares of Everforth Inc worth $4.08M as of Q1 2022.
  • Everforth Inc was a new Amalgamated Financial position in Q1 2022.
  • Everforth Inc made up 0.03% of Amalgamated Financial's portfolio in Q1 2022, its #573 holding.
  • 279 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.