BAM
EFOR

Blueshift Asset Management’s Everforth Inc EFOR Stock Holding History

Blueshift Asset Management’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
2022
Q1 		– Sell
-3,535
Closed -$436K – 816
2021
Q4 		$436K Sell
3,535
-881
-20% -$108K 0.04% 524
2021
Q3 		$500K Buy
+4,416
New +$465K 0.03% 623
2021
Q1 		– Sell
-3,248
Closed -$271K – 846
2020
Q4 		$271K Buy
+3,248
New +$250K 0.03% 546
2019
Q4 		– Sell
-4,735
Closed -$298K – 784
2019
Q3 		$298K Sell
4,735
-6,393
-57% -$395K 0.05% 520
2019
Q2 		$674K Buy
11,128
+2,006
+22% +$120K 0.09% 332
2019
Q1 		$579K Buy
+9,122
New +$570K 0.08% 363

Other funds holding EFOR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Blueshift Asset Management's EFOR Position: Q1 2022 in Review

Blueshift Asset Management sold out of Everforth Inc (EFOR) in Q1 2022, closing a stake of 3,535 shares — an estimated $436K sold.

Blueshift Asset Management first reported a position in EFOR in Q1 2019 and held it in 6 quarters. The position peaked at $674K in Q2 2019. 279 funds tracked by Wall St. Rank hold EFOR as of Q1 2022.

  • Blueshift Asset Management reported no remaining Everforth Inc position as of Q1 2022 after selling out during the quarter.
  • Blueshift Asset Management sold 3,535 Everforth Inc shares in Q1 2022, an estimated $436K.
  • Blueshift Asset Management first reported a position in Everforth Inc in Q1 2019 and held it in 6 quarters.
  • Blueshift Asset Management's Everforth Inc position peaked at $674K in Q2 2019.
  • 279 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2022.

Based on Blueshift Asset Management's 13F filing for Q1 2022, filed 12 May 2022.