Fiera Capital (Canada)’s Everforth Inc EFOR Stock Holding History

Fiera Capital (Canada)’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
2023 Q2	–	Sell	-30,339	Closed	-$2.51M	–	497
2023 Q1	$2.51M	Buy	30,339 +455	+2%	+$39.5K	0.01%	269
2022 Q4	$2.43M	Sell	29,884 -576	-2%	-$50.5K	0.01%	268
2022 Q3	$1.81M	Sell	30,460 -898	-3%	-$87.1K	0.01%	306
2022 Q2	$2.83M	Sell	31,358 -692	-2%	-$71K	0.01%	252
2022 Q1	$3.74M	Sell	32,050 -1,166	-4%	-$132K	0.01%	238
2021 Q4	$4.1M	Buy	+33,216	New	+$4.06M	0.01%	226
2019 Q2	–	Sell	-46,812	Closed	-$2.97M	–	643
2019 Q1	$2.97M	Sell	46,812 -20,293	-30%	-$1.27M	0.01%	330
2018 Q4	$3.66M	Sell	67,105 -2,374	-3%	-$155K	0.02%	312
2018 Q3	$5.48M	Sell	69,479 -32,227	-32%	-$2.78M	0.02%	273
2018 Q2	$7.95M	Buy	+101,706	New	+$8.32M	0.03%	227
2016 Q3	–	Sell	-20,700	Closed	-$765K	–	737
2016 Q2	$765K	Sell	20,700 -28,500	-58%	-$1.05M	﹤0.01%	596
2016 Q1	$1.82M	Buy	49,200 +6,500	+15%	+$229K	0.01%	352
2015 Q4	$1.92M	Buy	42,700 +1,700	+4%	+$74.3K	0.01%	366
2015 Q3	$1.51M	Buy	+41,000	New	+$1.56M	0.01%	344

Other funds holding EFOR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Fiera Capital (Canada)'s EFOR Position: Q2 2023 in Review

Fiera Capital (Canada) sold out of Everforth Inc (EFOR) in Q2 2023, closing a stake of 30,339 shares — an estimated $2.51M sold.

Fiera Capital (Canada) first reported a position in EFOR in Q3 2015 and held it in 14 quarters. The position peaked at $7.95M in Q2 2018. 248 funds tracked by Wall St. Rank hold EFOR as of Q2 2023.

Fiera Capital (Canada) reported no remaining Everforth Inc position as of Q2 2023 after selling out during the quarter.
Fiera Capital (Canada) sold 30,339 Everforth Inc shares in Q2 2023, an estimated $2.51M.
Fiera Capital (Canada) first reported a position in Everforth Inc in Q3 2015 and held it in 14 quarters.
Fiera Capital (Canada)'s Everforth Inc position peaked at $7.95M in Q2 2018.
248 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2023.

Based on Fiera Capital (Canada)'s 13F filing for Q2 2023, filed 9 Aug 2023.