EAM
EFOR

Eagle Asset Management’s Everforth Inc EFOR Stock Holding History

Eagle 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
2021
Q1 		– Sell
-18,077
Closed -$1.51M – 599
2020
Q4 		$1.51M Buy
+18,077
New +$1.39M 0.01% 438
2014
Q1 		– Sell
-220,929
Closed -$7.71M – 641
2013
Q4 		$7.71M Buy
220,929
+30,721
+16% +$1.02M 0.04% 345
2013
Q3 		$6.32M Buy
190,208
+32,940
+21% +$1.02M 0.03% 443
2013
Q2 		$4.2M Buy
+157,268
New +$3.96M 0.03% 485

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Eagle Asset Management's EFOR Position: Q1 2021 in Review

Eagle Asset Management sold out of Everforth Inc (EFOR) in Q1 2021, closing a stake of 18,077 shares — an estimated $1.51M sold.

Eagle Asset Management first reported a position in EFOR in Q2 2013 and held it in 4 quarters. The position peaked at $7.71M in Q4 2013. 281 funds tracked by Wall St. Rank hold EFOR as of Q1 2021.

  • Eagle Asset Management reported no remaining Everforth Inc position as of Q1 2021 after selling out during the quarter.
  • Eagle Asset Management sold 18,077 Everforth Inc shares in Q1 2021, an estimated $1.51M.
  • Eagle Asset Management first reported a position in Everforth Inc in Q2 2013 and held it in 4 quarters.
  • Eagle Asset Management's Everforth Inc position peaked at $7.71M in Q4 2013.
  • 281 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2021.

Based on Eagle Asset Management's 13F filing for Q1 2021, filed 14 May 2021.