AIC
EFOR

Aurora Investment Counsel’s Everforth Inc EFOR Stock Holding History

Aurora Investment Counsel’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
-11,445
Closed -$956K – 112
2020
Q4 		$956K Buy
11,445
+5
+0% +$385 0.77% 69
2020
Q3 		$965K Sell
11,440
-2,147
-16% -$148K 0.79% 66
2020
Q2 		$906K Sell
13,587
-3,085
-19% -$164K 0.86% 58
2020
Q1 		$589K Buy
16,672
+2,690
+19% +$152K 0.65% 87
2019
Q4 		$992K Sell
13,982
-7,031
-33% -$459K 0.74% 81
2019
Q3 		$1.32M Buy
21,013
+4
+0% +$247 0.64% 102
2019
Q2 		$1.32M Buy
21,009
+1,002
+5% +$60.2K 0.63% 98
2019
Q1 		$1.27M Buy
+20,007
New +$1.25M 0.63% 98
2018
Q1 		– Sell
-4,177
Closed -$268K – 107
2017
Q4 		$268K Buy
+4,177
New +$253K 0.13% 101
2014
Q4 		$2.49M Buy
+75,018
New +$2.25M 1.53% 8

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

Aurora Investment Counsel's EFOR Position: Q1 2021 in Review

Aurora Investment Counsel sold out of Everforth Inc (EFOR) in Q1 2021, closing a stake of 11,445 shares — an estimated $956K sold.

Aurora Investment Counsel first reported a position in EFOR in Q4 2014 and held it in 10 quarters. The position peaked at $2.49M in Q4 2014. 281 funds tracked by Wall St. Rank hold EFOR as of Q1 2021.

  • Aurora Investment Counsel reported no remaining Everforth Inc position as of Q1 2021 after selling out during the quarter.
  • Aurora Investment Counsel sold 11,445 Everforth Inc shares in Q1 2021, an estimated $956K.
  • Aurora Investment Counsel first reported a position in Everforth Inc in Q4 2014 and held it in 10 quarters.
  • Aurora Investment Counsel's Everforth Inc position peaked at $2.49M in Q4 2014.
  • 281 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2021.

Based on Aurora Investment Counsel's 13F filing for Q1 2021, filed 17 May 2021.