Berman Capital Advisors’s Everforth Inc EFOR Stock Holding History

Berman Capital Advisors’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 Q3	$7K	Buy	63 +15	+31%	+$1.58K	﹤0.01%	1298
2021 Q2	$4K	Hold	48	–	–	﹤0.01%	1379
2021 Q1	$4K	Hold	48	–	–	﹤0.01%	1310
2020 Q4	$4K	Hold	48	–	–	﹤0.01%	1198
2020 Q3	$3K	Buy	48 +37	+336%	+$2.55K	﹤0.01%	1165
2020 Q2	$0	Hold	11	–	–	﹤0.01%	1600
2020 Q1	$0	Hold	11	–	–	﹤0.01%	1457
2019 Q4	$0	Hold	11	–	–	﹤0.01%	1456
2019 Q3	$0	Hold	11	–	–	﹤0.01%	1443
2019 Q2	$0	Sell	11 -175	-94%	-$10.5K	﹤0.01%	1460
2019 Q1	$11K	Buy	186 +164	+745%	+$10.3K	﹤0.01%	619
2018 Q4	$1K	Buy	+22	New	+$1.43K	﹤0.01%	946

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 $113B AUM 38.87% 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

Berman Capital Advisors's EFOR Position: Q3 2021 in Review

Berman Capital Advisors increased its Everforth Inc (EFOR) stake by 31% in Q3 2021, buying an estimated $1.58K and bringing the position to 63 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

Berman Capital Advisors first reported a position in EFOR in Q4 2018 and has held it in 12 quarters since. The position peaked at $11K in Q1 2019. 249 funds tracked by Wall St. Rank hold EFOR as of Q3 2021.

Berman Capital Advisors held 63 shares of Everforth Inc worth $7K as of Q3 2021.
Berman Capital Advisors bought 15 Everforth Inc shares in Q3 2021, an estimated $1.58K.
Everforth Inc made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1298 holding.
Berman Capital Advisors first reported a position in Everforth Inc in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Everforth Inc position peaked at $11K in Q1 2019.
249 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.