BPM
EFOR

Bowling Portfolio Management’s Everforth Inc EFOR Stock Holding History

Bowling Portfolio 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
2020
Q4 		– Sell
-4,828
Closed -$307K – 241
2020
Q3 		$307K Buy
+4,828
New +$332K 0.07% 259

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 $113B AUM 38.87% 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

Bowling Portfolio Management's EFOR Position: Q4 2020 in Review

Bowling Portfolio Management sold out of Everforth Inc (EFOR) in Q4 2020, closing a stake of 4,828 shares — an estimated $307K sold.

Bowling Portfolio Management first reported a position in EFOR in Q3 2020 and held it in 1 quarter. The position peaked at $307K in Q3 2020. 272 funds tracked by Wall St. Rank hold EFOR as of Q4 2020.

  • Bowling Portfolio Management reported no remaining Everforth Inc position as of Q4 2020 after selling out during the quarter.
  • Bowling Portfolio Management sold 4,828 Everforth Inc shares in Q4 2020, an estimated $307K.
  • Bowling Portfolio Management first reported a position in Everforth Inc in Q3 2020 and held it in 1 quarter.
  • Bowling Portfolio Management's Everforth Inc position peaked at $307K in Q3 2020.
  • 272 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2020.

Based on Bowling Portfolio Management's 13F filing for Q4 2020, filed 15 Jan 2021.