FMT
EFOR

First Mercantile Trust’s Everforth Inc EFOR Stock Holding History

First Mercantile Trust’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 		$240K Buy
2,117
+87
+4% +$9.16K 0.03% 349
2021
Q2 		$197K Sell
2,030
-115
-5% -$11.8K 0.02% 454
2021
Q1 		$205K Sell
2,145
-56
-3% -$5.17K 0.02% 426
2020
Q4 		$184K Sell
2,201
-233
-10% -$17.9K 0.02% 458
2020
Q3 		$191K Sell
2,434
-86
-3% -$5.92K 0.02% 426
2020
Q2 		$168K Buy
2,520
+1,022
+68% +$54.2K 0.02% 473
2020
Q1 		$53K Buy
1,498
+113
+8% +$6.4K 0.01% 690
2019
Q4 		$98K Sell
1,385
-4
-0.3% -$261 0.01% 688
2019
Q3 		$87K Buy
1,389
+144
+12% +$8.89K 0.01% 728
2019
Q2 		$75K Sell
1,245
-5
-0.4% -$300 0.01% 701
2019
Q1 		$79K Buy
1,250
+180
+17% +$11.3K 0.02% 720
2018
Q4 		$58K Buy
1,070
+45
+4% +$2.93K 0.01% 750
2018
Q3 		$81K Sell
1,025
-415
-29% -$35.8K 0.02% 738
2018
Q2 		$113K Buy
+1,440
New +$118K 0.02% 685
2018
Q1 		– Sell
-5,653
Closed -$363K – 762
2017
Q4 		$363K Sell
5,653
-880
-13% -$53.3K 0.07% 352
2017
Q3 		$350K Sell
6,533
-2,786
-30% -$139K 0.06% 392
2017
Q2 		$505K Buy
9,319
+3,129
+51% +$161K 0.09% 286
2017
Q1 		$301K Buy
6,190
+2,810
+83% +$130K 0.05% 485
2016
Q4 		$149K Buy
3,380
+40
+1% +$1.59K 0.02% 658
2016
Q3 		$121K Sell
3,340
-290
-8% -$10.8K 0.02% 694
2016
Q2 		$134K Sell
3,630
-130
-3% -$4.78K 0.02% 671
2016
Q1 		$139K Sell
3,760
-110
-3% -$3.88K 0.02% 661
2015
Q4 		$174K Buy
3,870
+100
+3% +$4.37K 0.02% 680
2015
Q3 		$139K Buy
3,770
+660
+21% +$25.1K 0.01% 744
2015
Q2 		$122K Buy
3,110
+540
+21% +$20.6K 0.01% 807
2015
Q1 		$99K Buy
+2,570
New +$93.6K 0.01% 861

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

First Mercantile Trust's EFOR Position: Q3 2021 in Review

First Mercantile Trust increased its Everforth Inc (EFOR) stake by 4.3% in Q3 2021, buying an estimated $9.16K and bringing the position to 2,117 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #349.

First Mercantile Trust first reported a position in EFOR in Q1 2015 and has held it in 26 quarters since. The position peaked at $505K in Q2 2017. 249 funds tracked by Wall St. Rank hold EFOR as of Q3 2021.

  • First Mercantile Trust held 2,117 shares of Everforth Inc worth $240K as of Q3 2021.
  • First Mercantile Trust bought 87 Everforth Inc shares in Q3 2021, an estimated $9.16K.
  • Everforth Inc made up 0.03% of First Mercantile Trust's portfolio in Q3 2021, its #349 holding.
  • First Mercantile Trust first reported a position in Everforth Inc in Q1 2015 and has held it in 26 quarters since.
  • First Mercantile Trust's Everforth Inc position peaked at $505K in Q2 2017.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2021.

Based on First Mercantile Trust's 13F filing for Q3 2021, filed 24 Nov 2021.