EAM Investors’s Everforth Inc EFOR Stock Holding History

EAM Investors’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 Q1	–	Sell	-13,780	Closed	-$1.7M	–	278
2021 Q4	$1.7M	Buy	+13,780	New	+$1.69M	0.28%	161
2018 Q2	–	Sell	-46,247	Closed	-$3.79M	–	291
2018 Q1	$3.79M	Buy	+46,247	New	+$3.46M	0.63%	32
2017 Q3	–	Sell	-51,243	Closed	-$2.77M	–	293
2017 Q2	$2.77M	Buy	+51,243	New	+$2.63M	0.46%	91
2016 Q2	–	Sell	-86,120	Closed	-$3.18M	–	300
2016 Q1	$3.18M	Buy	86,120 +17,930	+26%	+$633K	0.5%	56
2015 Q4	$3.06M	Buy	+68,190	New	+$2.98M	0.4%	106
2014 Q3	–	Sell	-36,040	Closed	-$1.28M	–	315
2014 Q2	$1.28M	Buy	36,040 +2,156	+6%	+$77.2K	0.24%	217
2014 Q1	$1.31M	Sell	33,884 -17,161	-34%	-$575K	0.24%	216
2013 Q4	$1.78M	Sell	51,045 -16,288	-24%	-$543K	0.32%	107
2013 Q3	$2.22M	Sell	67,333 -10,150	-13%	-$315K	0.44%	56
2013 Q2	$2.07M	Buy	+77,483	New	+$1.95M	0.45%	55

Other funds holding EFOR

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

BlackRock New York $5.72T AUM 30.48% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

EAM Investors's EFOR Position: Q1 2022 in Review

EAM Investors sold out of Everforth Inc (EFOR) in Q1 2022, closing a stake of 13,780 shares — an estimated $1.7M sold.

EAM Investors first reported a position in EFOR in Q2 2013 and held it in 10 quarters. The position peaked at $3.79M in Q1 2018. 279 funds tracked by Wall St. Rank hold EFOR as of Q1 2022.

EAM Investors reported no remaining Everforth Inc position as of Q1 2022 after selling out during the quarter.
EAM Investors sold 13,780 Everforth Inc shares in Q1 2022, an estimated $1.7M.
EAM Investors first reported a position in Everforth Inc in Q2 2013 and held it in 10 quarters.
EAM Investors's Everforth Inc position peaked at $3.79M in Q1 2018.
279 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2022.

Based on EAM Investors's 13F filing for Q1 2022, filed 13 May 2022.