Convergence Investment Partners’s Everforth Inc EFOR Stock Holding History

Convergence 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	-9,760	Closed	-$620K	–	231
2020 Q3	$620K	Buy	9,760 +820	+9%	+$56.4K	0.22%	168
2020 Q2	$596K	Buy	+8,940	New	+$474K	0.2%	163
2019 Q1	–	Sell	-21,040	Closed	-$1.15M	–	307
2018 Q4	$1.15M	Buy	+21,040	New	+$1.37M	0.26%	138
2018 Q3	–	Sell	-28,967	Closed	-$2.27M	–	312
2018 Q2	$2.27M	Buy	+28,967	New	+$2.37M	0.32%	118
2017 Q3	–	Sell	-19,000	Closed	-$1.03M	–	323
2017 Q2	$1.03M	Sell	19,000 -2,956	-13%	-$152K	0.15%	243
2017 Q1	$1.07M	Buy	+21,956	New	+$1.02M	0.15%	237

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Convergence Investment Partners sold out of Everforth Inc (EFOR) in Q4 2020, closing a stake of 9,760 shares — an estimated $620K sold.

Convergence Investment Partners first reported a position in EFOR in Q1 2017 and held it in 6 quarters. The position peaked at $2.27M in Q2 2018. 272 funds tracked by Wall St. Rank hold EFOR as of Q4 2020.

Convergence Investment Partners reported no remaining Everforth Inc position as of Q4 2020 after selling out during the quarter.
Convergence Investment Partners sold 9,760 Everforth Inc shares in Q4 2020, an estimated $620K.
Convergence Investment Partners first reported a position in Everforth Inc in Q1 2017 and held it in 6 quarters.
Convergence Investment Partners's Everforth Inc position peaked at $2.27M in Q2 2018.
272 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2020.

Based on Convergence Investment Partners's 13F filing for Q4 2020, filed 5 Feb 2021.