Capital International Investors
EFOR

Capital International Investors’s Everforth Inc EFOR Stock Holding History

Capital International Investors’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
Q1 		– Sell
-560,000
Closed -$46.8M – 442
2020
Q4 		$46.8M Sell
560,000
-416,725
-43% -$32.1M 0.01% 337
2020
Q3 		$62.1M Hold
976,725
– – 0.02% 306
2020
Q2 		$65.1M Sell
976,725
-311,894
-24% -$16.5M 0.02% 288
2020
Q1 		$45.5M Sell
1,288,619
-1,887,436
-59% -$107M 0.02% 266
2019
Q4 		$225M Buy
3,176,055
+505
+0% +$33K 0.08% 182
2019
Q3 		$200M Sell
3,175,550
-119,545
-4% -$7.38M 0.08% 182
2019
Q2 		$200M Buy
3,295,095
+416
+0% +$25K 0.08% 193
2019
Q1 		$209M Buy
3,294,679
+119,554
+4% +$7.47M 0.09% 178
2018
Q4 		$173M Hold
3,175,125
– – 0.09% 175
2018
Q3 		$251M Buy
+3,175,125
New +$274M 0.11% 164

Other funds holding EFOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital International Investors's EFOR Position: Q1 2021 in Review

Capital International Investors sold out of Everforth Inc (EFOR) in Q1 2021, closing a stake of 560,000 shares — an estimated $46.8M sold.

Capital International Investors first reported a position in EFOR in Q3 2018 and held it in 10 quarters. The position peaked at $251M in Q3 2018. 281 funds tracked by Wall St. Rank hold EFOR as of Q1 2021.

  • Capital International Investors reported no remaining Everforth Inc position as of Q1 2021 after selling out during the quarter.
  • Capital International Investors sold 560,000 Everforth Inc shares in Q1 2021, an estimated $46.8M.
  • Capital International Investors first reported a position in Everforth Inc in Q3 2018 and held it in 10 quarters.
  • Capital International Investors's Everforth Inc position peaked at $251M in Q3 2018.
  • 281 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2021.

Based on Capital International Investors's 13F filing for Q1 2021, filed 14 May 2021.