Gemmer Asset Management’s Everforth Inc EFOR Stock Holding History

Gemmer Asset 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	-83	Closed	-$8K	–	1270
2021 Q2	$8K	Hold	83	–	–	﹤0.01%	869
2021 Q1	$8K	Hold	83	–	–	﹤0.01%	835
2020 Q4	$7K	Hold	83	–	–	﹤0.01%	816
2020 Q3	$5K	Hold	83	–	–	﹤0.01%	836
2020 Q2	$6K	Hold	83	–	–	﹤0.01%	761
2020 Q1	$3K	Hold	83	–	–	﹤0.01%	918
2019 Q4	$6K	Hold	83	–	–	﹤0.01%	849
2019 Q3	$5K	Hold	83	–	–	﹤0.01%	926
2019 Q2	$5K	Hold	83	–	–	﹤0.01%	917
2019 Q1	$5K	Hold	83	–	–	﹤0.01%	959
2018 Q4	$5K	Hold	83	–	–	﹤0.01%	884
2018 Q3	$7K	Hold	83	–	–	﹤0.01%	847
2018 Q2	$6K	Hold	83	–	–	﹤0.01%	918
2018 Q1	$7K	Hold	83	–	–	﹤0.01%	826
2017 Q4	$5K	Hold	83	–	–	﹤0.01%	948
2017 Q3	$4K	Hold	83	–	–	﹤0.01%	990
2017 Q2	$4K	Hold	83	–	–	﹤0.01%	974
2017 Q1	$4K	Hold	83	–	–	﹤0.01%	960
2016 Q4	$4K	Hold	83	–	–	﹤0.01%	954
2016 Q3	$3K	Hold	83	–	–	﹤0.01%	1026
2016 Q2	$3K	Hold	83	–	–	﹤0.01%	986
2016 Q1	$3K	Hold	83	–	–	﹤0.01%	945
2015 Q4	$4K	Hold	83	–	–	﹤0.01%	897
2015 Q3	$3K	Hold	83	–	–	﹤0.01%	950
2015 Q2	$3K	Hold	83	–	–	﹤0.01%	987
2015 Q1	$3K	Hold	83	–	–	﹤0.01%	1037
2014 Q4	$3K	Hold	83	–	–	﹤0.01%	1010
2014 Q3	$2K	Hold	83	–	–	﹤0.01%	1115
2014 Q2	$3K	Hold	83	–	–	﹤0.01%	1047
2014 Q1	$3K	Buy	+83	New	+$2.78K	﹤0.01%	1025

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gemmer Asset Management's EFOR Position: Q3 2021 in Review

Gemmer Asset Management sold out of Everforth Inc (EFOR) in Q3 2021, closing a stake of 83 shares — an estimated $8K sold.

Gemmer Asset Management first reported a position in EFOR in Q1 2014 and held it in 30 quarters. The position peaked at $8K in Q2 2021. 249 funds tracked by Wall St. Rank hold EFOR as of Q3 2021.

Gemmer Asset Management reported no remaining Everforth Inc position as of Q3 2021 after selling out during the quarter.
Gemmer Asset Management sold 83 Everforth Inc shares in Q3 2021, an estimated $8K.
Gemmer Asset Management first reported a position in Everforth Inc in Q1 2014 and held it in 30 quarters.
Gemmer Asset Management's Everforth Inc position peaked at $8K in Q2 2021.
249 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2021.

Based on Gemmer Asset Management's 13F filing for Q3 2021, filed 19 Oct 2021.