CPBTD
EFOR

Central Pacific Bank - Trust Division’s Everforth Inc EFOR Stock Holding History

Central Pacific Bank - Trust Division’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
2024
Q2 		– Sell
-1,260
Closed -$129K – 954
2024
Q1 		$129K Buy
+1,260
New +$122K 0.02% 631

Other funds holding EFOR

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Vanguard Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Central Pacific Bank - Trust Division's EFOR Position: Q2 2024 in Review

Central Pacific Bank - Trust Division sold out of Everforth Inc (EFOR) in Q2 2024, closing a stake of 1,260 shares — an estimated $129K sold.

Central Pacific Bank - Trust Division first reported a position in EFOR in Q1 2024 and held it in 1 quarter. The position peaked at $129K in Q1 2024. 297 funds tracked by Wall St. Rank hold EFOR as of Q2 2024.

  • Central Pacific Bank - Trust Division reported no remaining Everforth Inc position as of Q2 2024 after selling out during the quarter.
  • Central Pacific Bank - Trust Division sold 1,260 Everforth Inc shares in Q2 2024, an estimated $129K.
  • Central Pacific Bank - Trust Division first reported a position in Everforth Inc in Q1 2024 and held it in 1 quarter.
  • Central Pacific Bank - Trust Division's Everforth Inc position peaked at $129K in Q1 2024.
  • 297 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2024.

Based on Central Pacific Bank - Trust Division's 13F filing for Q2 2024, filed 30 Jul 2024.