EOJOAM
EFOR

E. Ohman J:or Asset Management’s Everforth Inc EFOR Stock Holding History

E. Ohman J:or 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
2020
Q1 		– Sell
-5,500
Closed -$390K – 442
2019
Q4 		$390K Buy
+5,500
New +$359K 0.02% 344

Other funds holding EFOR

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

E. Ohman J:or Asset Management's EFOR Position: Q1 2020 in Review

E. Ohman J:or Asset Management sold out of Everforth Inc (EFOR) in Q1 2020, closing a stake of 5,500 shares — an estimated $390K sold.

E. Ohman J:or Asset Management first reported a position in EFOR in Q4 2019 and held it in 1 quarter. The position peaked at $390K in Q4 2019. 243 funds tracked by Wall St. Rank hold EFOR as of Q1 2020.

  • E. Ohman J:or Asset Management reported no remaining Everforth Inc position as of Q1 2020 after selling out during the quarter.
  • E. Ohman J:or Asset Management sold 5,500 Everforth Inc shares in Q1 2020, an estimated $390K.
  • E. Ohman J:or Asset Management first reported a position in Everforth Inc in Q4 2019 and held it in 1 quarter.
  • E. Ohman J:or Asset Management's Everforth Inc position peaked at $390K in Q4 2019.
  • 243 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2020.

Based on E. Ohman J:or Asset Management's 13F filing for Q1 2020, filed 5 Apr 2024.