BC
EFOR

Bartlett & Co’s Everforth Inc EFOR Stock Holding History

Bartlett & Co’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
Q2 		– Sell
-725
Closed -$69K – 1028
2021
Q1 		$69K Hold
725
– – ﹤0.01% 483
2020
Q4 		$61K Hold
725
– – ﹤0.01% 501
2020
Q3 		$46K Hold
725
– – ﹤0.01% 508
2020
Q2 		$48K Hold
725
– – ﹤0.01% 504
2020
Q1 		$26K Buy
+725
New +$41.1K ﹤0.01% 548
2019
Q3 		$46K Hold
725
– – ﹤0.01% 545
2019
Q2 		$44K Hold
725
– – ﹤0.01% 450
2019
Q1 		$46K Hold
725
– – ﹤0.01% 435
2018
Q4 		$40K Hold
725
– – ﹤0.01% 440
2018
Q3 		$57K Buy
+725
New +$62.6K ﹤0.01% 415

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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

Bartlett & Co's EFOR Position: Q2 2021 in Review

Bartlett & Co sold out of Everforth Inc (EFOR) in Q2 2021, closing a stake of 725 shares — an estimated $69K sold.

Bartlett & Co first reported a position in EFOR in Q3 2018 and held it in 10 quarters. The position peaked at $69K in Q1 2021. 268 funds tracked by Wall St. Rank hold EFOR as of Q2 2021.

  • Bartlett & Co reported no remaining Everforth Inc position as of Q2 2021 after selling out during the quarter.
  • Bartlett & Co sold 725 Everforth Inc shares in Q2 2021, an estimated $69K.
  • Bartlett & Co first reported a position in Everforth Inc in Q3 2018 and held it in 10 quarters.
  • Bartlett & Co's Everforth Inc position peaked at $69K in Q1 2021.
  • 268 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2021.

Based on Bartlett & Co's 13F filing for Q2 2021, filed 19 Jul 2021.