Credit Agricole’s Everforth Inc EFOR Stock Holding History

Credit Agricole’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
2019 Q4	–	Sell	-7,000	Closed	-$440K	–	442
2019 Q3	$440K	Hold	7,000	–	–	0.02%	287
2019 Q2	$424K	Sell	7,000 -14,000	-67%	-$841K	0.02%	287
2019 Q1	$1.33M	Sell	21,000 -7,000	-25%	-$438K	0.07%	237
2018 Q4	$1.53M	Sell	28,000 -4,654	-14%	-$303K	0.09%	249
2018 Q3	$2.58M	Hold	32,654	–	–	0.12%	205
2018 Q2	$2.55M	Buy	+32,654	New	+$2.67M	0.18%	132
2018 Q1	–	Sell	-31,081	Closed	-$2M	–	334
2017 Q4	$2M	Hold	31,081	–	–	0.13%	149
2017 Q3	$1.67M	Sell	31,081 -136,919	-81%	-$6.85M	0.01%	960
2017 Q2	$9.1M	Buy	168,000 +35,801	+27%	+$1.84M	0.03%	523
2017 Q1	$7.39M	Buy	+132,199	New	+$6.12M	0.02%	643
2016 Q4	–	Sell	-60,000	Closed	-$2.18M	–	1466
2016 Q3	$2.18M	Hold	60,000	–	–	0.01%	926
2016 Q2	$2.22M	Buy	+60,000	New	+$2.21M	0.01%	824
2014 Q1	–	Sell	-336	Closed	-$12K	–	1543
2013 Q4	$12K	Buy	+336	New	+$11.2K	﹤0.01%	1559

Other funds holding EFOR

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

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Credit Agricole's EFOR Position: Q4 2019 in Review

Credit Agricole sold out of Everforth Inc (EFOR) in Q4 2019, closing a stake of 7,000 shares — an estimated $440K sold.

Credit Agricole first reported a position in EFOR in Q4 2013 and held it in 13 quarters. The position peaked at $9.1M in Q2 2017. 267 funds tracked by Wall St. Rank hold EFOR as of Q4 2019.

Credit Agricole reported no remaining Everforth Inc position as of Q4 2019 after selling out during the quarter.
Credit Agricole sold 7,000 Everforth Inc shares in Q4 2019, an estimated $440K.
Credit Agricole first reported a position in Everforth Inc in Q4 2013 and held it in 13 quarters.
Credit Agricole's Everforth Inc position peaked at $9.1M in Q2 2017.
267 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2019.

Based on Credit Agricole's 13F filing for Q4 2019, filed 12 Feb 2020.