CIA
EFOR

Choate Investment Advisors’s Everforth Inc EFOR Stock Holding History

Choate Investment Advisors’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
Q2 		– Sell
-2,007
Closed -$234K – 317
2022
Q1 		$234K Hold
2,007
– – 0.01% 271
2021
Q4 		$248K Hold
2,007
– – 0.01% 255
2021
Q3 		$227K Buy
+2,007
New +$211K 0.01% 248
2015
Q4 		– Sell
-10,165
Closed -$375K – 265
2015
Q3 		$375K Buy
+10,165
New +$386K 0.03% 180

Other funds holding EFOR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Choate Investment Advisors's EFOR Position: Q2 2022 in Review

Choate Investment Advisors sold out of Everforth Inc (EFOR) in Q2 2022, closing a stake of 2,007 shares — an estimated $234K sold.

Choate Investment Advisors first reported a position in EFOR in Q3 2015 and held it in 4 quarters. The position peaked at $375K in Q3 2015. 289 funds tracked by Wall St. Rank hold EFOR as of Q2 2022.

  • Choate Investment Advisors reported no remaining Everforth Inc position as of Q2 2022 after selling out during the quarter.
  • Choate Investment Advisors sold 2,007 Everforth Inc shares in Q2 2022, an estimated $234K.
  • Choate Investment Advisors first reported a position in Everforth Inc in Q3 2015 and held it in 4 quarters.
  • Choate Investment Advisors's Everforth Inc position peaked at $375K in Q3 2015.
  • 289 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2022.

Based on Choate Investment Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.