CIP
EFOR

Chartwell Investment Partners’s Everforth Inc EFOR Stock Holding History

Chartwell Investment Partners’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
-5,257
Closed -$334K – 424
2020
Q3 		$334K Buy
5,257
+320
+6% +$22K 0.01% 407
2020
Q2 		$329K Buy
+4,937
New +$262K 0.01% 393
2020
Q1 		– Sell
-29,784
Closed -$2.11M – 397
2019
Q4 		$2.11M Sell
29,784
-40,439
-58% -$2.64M 0.07% 278
2019
Q3 		$4.41M Hold
70,223
– – 0.15% 214
2019
Q2 		$4.26M Sell
70,223
-90,860
-56% -$5.46M 0.14% 220
2019
Q1 		$10.2M Buy
161,083
+8,332
+5% +$521K 0.33% 117
2018
Q4 		$8.32M Buy
152,751
+26,041
+21% +$1.7M 0.29% 117
2018
Q3 		$10M Buy
126,710
+166
+0.1% +$14.3K 0.29% 119
2018
Q2 		$9.89M Sell
126,544
-4,542
-3% -$372K 0.29% 125
2018
Q1 		$10.7M Buy
131,086
+17,889
+16% +$1.34M 0.37% 112
2017
Q4 		$7.28M Sell
113,197
-24,051
-18% -$1.46M 0.25% 147
2017
Q3 		$7.37M Buy
137,248
+5,275
+4% +$264K 0.25% 143
2017
Q2 		$7.15M Buy
131,973
+48
+0% +$2.47K 0.27% 132
2017
Q1 		$6.4M Sell
131,925
-120,013
-48% -$5.56M 0.23% 145
2016
Q4 		$11.1M Sell
251,938
-610,051
-71% -$24.3M 0.38% 102
2016
Q3 		$31.3M Sell
861,989
-629,245
-42% -$23.4M 0.56% 42
2016
Q2 		$55.1M Buy
1,491,234
+11,965
+0.8% +$440K 0.98% 27
2016
Q1 		$54.6M Buy
1,479,269
+170,636
+13% +$6.02M 1.03% 28
2015
Q4 		$58.8M Buy
1,308,633
+196,040
+18% +$8.57M 1.2% 21
2015
Q3 		$41.1M Buy
1,112,593
+217,133
+24% +$8.25M 0.88% 31
2015
Q2 		$35.2M Buy
895,460
+139,360
+18% +$5.32M 0.69% 41
2015
Q1 		$29M Buy
756,100
+284,507
+60% +$10.4M 0.56% 48
2014
Q4 		$15.7M Buy
+471,593
New +$14.2M 0.33% 118

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 $95.5B AUM 28.4% 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

Chartwell Investment Partners's EFOR Position: Q4 2020 in Review

Chartwell Investment Partners sold out of Everforth Inc (EFOR) in Q4 2020, closing a stake of 5,257 shares — an estimated $334K sold.

Chartwell Investment Partners first reported a position in EFOR in Q4 2014 and held it in 23 quarters. The position peaked at $58.8M in Q4 2015. 272 funds tracked by Wall St. Rank hold EFOR as of Q4 2020.

  • Chartwell Investment Partners reported no remaining Everforth Inc position as of Q4 2020 after selling out during the quarter.
  • Chartwell Investment Partners sold 5,257 Everforth Inc shares in Q4 2020, an estimated $334K.
  • Chartwell Investment Partners first reported a position in Everforth Inc in Q4 2014 and held it in 23 quarters.
  • Chartwell Investment Partners's Everforth Inc position peaked at $58.8M in Q4 2015.
  • 272 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2020.

Based on Chartwell Investment Partners's 13F filing for Q4 2020, filed 9 Feb 2021.