EVM
EFOR

Eaton Vance Management’s Everforth Inc EFOR Stock Holding History

Eaton Vance 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
2022
Q3 		$27.9M Buy
308,669
+84
+0% +$8.15K 0.04% 378
2022
Q2 		$27.9M Buy
308,585
+3,513
+1% +$360K 0.04% 385
2022
Q1 		$35.6M Buy
305,072
+18,654
+7% +$2.11M 0.04% 379
2021
Q4 		$35.3M Buy
286,418
+149
+0.1% +$18.2K 0.04% 365
2021
Q3 		$32.2M Buy
286,269
+19,582
+7% +$2.06M 0.04% 344
2021
Q2 		$25.9M Buy
266,687
+1,120
+0.4% +$114K 0.03% 406
2021
Q1 		$25.3M Buy
265,567
+20,428
+8% +$1.89M 0.04% 393
2020
Q4 		$20.5M Buy
245,139
+17,000
+7% +$1.31M 0.03% 410
2020
Q3 		$14.5M Hold
228,139
– – 0.03% 420
2020
Q2 		$15.2M Hold
228,139
– – 0.03% 374
2020
Q1 		$8.06M Hold
228,139
– – 0.02% 451
2019
Q4 		$16.2M Hold
228,139
– – 0.03% 370
2019
Q3 		$14.3M Buy
228,139
+57,914
+34% +$3.58M 0.03% 370
2019
Q2 		$10.3M Hold
170,225
– – 0.02% 421
2019
Q1 		$10.8M Hold
170,225
– – 0.02% 399
2018
Q4 		$9.28M Sell
170,225
-140
-0.1% -$9.13K 0.02% 378
2018
Q3 		$13.4M Hold
170,365
– – 0.03% 354
2018
Q2 		$13.3M Buy
170,365
+27
+0% +$2.21K 0.03% 340
2018
Q1 		$13.9M Buy
170,338
+10
+0% +$749 0.03% 329
2017
Q4 		$10.9M Buy
170,328
+19,932
+13% +$1.21M 0.03% 368
2017
Q3 		$8.07M Buy
150,396
+21,275
+16% +$1.06M 0.02% 404
2017
Q2 		$6.99M Buy
129,121
+34
+0% +$1.75K 0.02% 430
2017
Q1 		$6.26M Buy
129,087
+23,537
+22% +$1.09M 0.02% 437
2016
Q4 		$4.66M Hold
105,550
– – 0.01% 456
2016
Q3 		$3.83M Hold
105,550
– – 0.01% 462
2016
Q2 		$3.9M Buy
+105,550
New +$3.88M 0.01% 458

Other funds holding EFOR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $113B AUM 38.87% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Eaton Vance Management's EFOR Position: Q3 2022 in Review

Eaton Vance Management increased its Everforth Inc (EFOR) stake by 0.03% in Q3 2022, buying an estimated $8.15K and bringing the position to 308,669 shares worth $27.9M. The position accounts for 0.04% of the portfolio, ranked #378.

Eaton Vance Management first reported a position in EFOR in Q2 2016 and has held it in 26 quarters since. The position peaked at $35.6M in Q1 2022. 276 funds tracked by Wall St. Rank hold EFOR as of Q3 2022.

  • Eaton Vance Management held 308,669 shares of Everforth Inc worth $27.9M as of Q3 2022.
  • Eaton Vance Management bought 84 Everforth Inc shares in Q3 2022, an estimated $8.15K.
  • Everforth Inc made up 0.04% of Eaton Vance Management's portfolio in Q3 2022, its #378 holding.
  • Eaton Vance Management first reported a position in Everforth Inc in Q2 2016 and has held it in 26 quarters since.
  • Eaton Vance Management's Everforth Inc position peaked at $35.6M in Q1 2022.
  • 276 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.