Cambridge Trust’s Everforth Inc EFOR Stock Holding History

Cambridge Trust’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	-9	Closed	-$1K	–	931
2021 Q4	$1K	Buy	+9	New	+$1.1K	﹤0.01%	978

Other funds holding EFOR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cambridge Trust's EFOR Position: Q1 2022 in Review

Cambridge Trust sold out of Everforth Inc (EFOR) in Q1 2022, closing a stake of 9 shares — an estimated $1K sold.

Cambridge Trust first reported a position in EFOR in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 279 funds tracked by Wall St. Rank hold EFOR as of Q1 2022.

Cambridge Trust reported no remaining Everforth Inc position as of Q1 2022 after selling out during the quarter.
Cambridge Trust sold 9 Everforth Inc shares in Q1 2022, an estimated $1K.
Cambridge Trust first reported a position in Everforth Inc in Q4 2021 and held it in 1 quarter.
Cambridge Trust's Everforth Inc position peaked at $1K in Q4 2021.
279 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2022.

Based on Cambridge Trust's 13F filing for Q1 2022, filed 12 May 2022.