AAMU
EFOR

Amundi Asset Management US’s Everforth Inc EFOR Stock Holding History

Amundi Asset Management US’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
2021
Q1 		$17.6M Buy
184,598
+9,453
+5% +$873K 0.01% 706
2020
Q4 		$14.6M Buy
175,145
+22,452
+15% +$1.73M 0.01% 718
2020
Q3 		$9.71M Buy
152,693
+22,643
+17% +$1.56M 0.01% 744
2020
Q2 		$8.67M Buy
130,050
+7,235
+6% +$384K 0.01% 744
2020
Q1 		$4.34M Buy
122,815
+38,721
+46% +$2.19M 0.01% 778
2019
Q4 		$5.97M Buy
84,094
+40,402
+92% +$2.64M 0.01% 859
2019
Q3 		$2.75M Buy
43,692
+13,126
+43% +$811K ﹤0.01% 1029
2019
Q2 		$1.85M Buy
30,566
+19,592
+179% +$1.18M ﹤0.01% 1159
2019
Q1 		$697K Buy
10,974
+5,974
+119% +$374K ﹤0.01% 1271
2018
Q4 		$272 Buy
+5,000
New +$326K ﹤0.01% 1354
2015
Q3 		– Sell
-125,548
Closed -$4.93M – 582
2015
Q2 		$4.93M Buy
+125,548
New +$4.79M 0.02% 462

Other funds holding EFOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $113B AUM 38.87% 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 $3.37T AUM 44.26% 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

Amundi Asset Management US's EFOR Position: Q1 2021 in Review

Amundi Asset Management US increased its Everforth Inc (EFOR) stake by 5.4% in Q1 2021, buying an estimated $873K and bringing the position to 184,598 shares worth $17.6M. The position accounts for 0.01% of the portfolio, ranked #706.

Amundi Asset Management US first reported a position in EFOR in Q2 2015 and has held it in 11 quarters since. 281 funds tracked by Wall St. Rank hold EFOR as of Q1 2021.

  • Amundi Asset Management US held 184,598 shares of Everforth Inc worth $17.6M as of Q1 2021.
  • Amundi Asset Management US bought 9,453 Everforth Inc shares in Q1 2021, an estimated $873K.
  • Everforth Inc made up 0.01% of Amundi Asset Management US's portfolio in Q1 2021, its #706 holding.
  • Amundi Asset Management US first reported a position in Everforth Inc in Q2 2015 and has held it in 11 quarters since.
  • 281 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2021.

Based on Amundi Asset Management US's 13F filing for Q1 2021, filed 17 May 2021.