ETM
EFOR

Euclidean Technologies Management’s Everforth Inc EFOR Stock Holding History

Euclidean Technologies 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
Q3 		– Sell
-2,319
Closed -$225K – 84
2021
Q2 		$225K Hold
2,319
– – 0.18% 75
2021
Q1 		$221K Buy
+2,319
New +$214K 0.19% 57

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

Euclidean Technologies Management's EFOR Position: Q3 2021 in Review

Euclidean Technologies Management sold out of Everforth Inc (EFOR) in Q3 2021, closing a stake of 2,319 shares — an estimated $225K sold.

Euclidean Technologies Management first reported a position in EFOR in Q1 2021 and held it in 2 quarters. The position peaked at $225K in Q2 2021. 249 funds tracked by Wall St. Rank hold EFOR as of Q3 2021.

  • Euclidean Technologies Management reported no remaining Everforth Inc position as of Q3 2021 after selling out during the quarter.
  • Euclidean Technologies Management sold 2,319 Everforth Inc shares in Q3 2021, an estimated $225K.
  • Euclidean Technologies Management first reported a position in Everforth Inc in Q1 2021 and held it in 2 quarters.
  • Euclidean Technologies Management's Everforth Inc position peaked at $225K in Q2 2021.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2021.

Based on Euclidean Technologies Management's 13F filing for Q3 2021, filed 2 Nov 2021.