CIBC Asset Management
EFOR

CIBC Asset Management’s Everforth Inc EFOR Stock Holding History

CIBC Asset Management’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
-2,190
Closed -$256K – 1288
2022
Q1 		$256K Hold
2,190
– – ﹤0.01% 1161
2021
Q4 		$270K Sell
2,190
-21
-0.9% -$2.57K ﹤0.01% 1147
2021
Q3 		$250K Buy
+2,211
New +$233K ﹤0.01% 1154
2017
Q4 		– Sell
-4,080
Closed -$219K – 1071
2017
Q3 		$219K Buy
4,080
+85
+2% +$4.25K ﹤0.01% 924
2017
Q2 		$216K Buy
+3,995
New +$205K ﹤0.01% 893

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

CIBC Asset Management's EFOR Position: Q2 2022 in Review

CIBC Asset Management sold out of Everforth Inc (EFOR) in Q2 2022, closing a stake of 2,190 shares — an estimated $256K sold.

CIBC Asset Management first reported a position in EFOR in Q2 2017 and held it in 5 quarters. The position peaked at $270K in Q4 2021. 289 funds tracked by Wall St. Rank hold EFOR as of Q2 2022.

  • CIBC Asset Management reported no remaining Everforth Inc position as of Q2 2022 after selling out during the quarter.
  • CIBC Asset Management sold 2,190 Everforth Inc shares in Q2 2022, an estimated $256K.
  • CIBC Asset Management first reported a position in Everforth Inc in Q2 2017 and held it in 5 quarters.
  • CIBC Asset Management's Everforth Inc position peaked at $270K in Q4 2021.
  • 289 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2022.

Based on CIBC Asset Management's 13F filing for Q2 2022, filed 9 Aug 2022.