Associated Banc-Corp’s Everforth Inc EFOR Stock Holding History

Associated Banc-Corp’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	–	Sell	-40	Closed	-$3K	–	325
2020 Q4	$3K	Hold	40	–	–	﹤0.01%	600
2020 Q3	$3K	Hold	40	–	–	﹤0.01%	514
2020 Q2	$3K	Buy	+40	New	+$2.12K	﹤0.01%	488

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Associated Banc-Corp's EFOR Position: Q1 2021 in Review

Associated Banc-Corp sold out of Everforth Inc (EFOR) in Q1 2021, closing a stake of 40 shares — an estimated $3K sold.

Associated Banc-Corp first reported a position in EFOR in Q2 2020 and held it in 3 quarters. The position peaked at $3K in Q4 2020. 281 funds tracked by Wall St. Rank hold EFOR as of Q1 2021.

Associated Banc-Corp reported no remaining Everforth Inc position as of Q1 2021 after selling out during the quarter.
Associated Banc-Corp sold 40 Everforth Inc shares in Q1 2021, an estimated $3K.
Associated Banc-Corp first reported a position in Everforth Inc in Q2 2020 and held it in 3 quarters.
Associated Banc-Corp's Everforth Inc position peaked at $3K in Q4 2020.
281 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2021.

Based on Associated Banc-Corp's 13F filing for Q1 2021, filed 5 May 2021.