GEA
EFOR

Glen Eagle Advisors’s Everforth Inc EFOR Stock Holding History

Glen Eagle Advisors’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
-25
Closed -$2.42K – 1062
2021
Q2 		$2.42K Hold
25
– – ﹤0.01% 900
2021
Q1 		$2.39K Buy
+25
New +$2.31K ﹤0.01% 863
2019
Q3 		– Sell
-112
Closed -$6.79K – 823
2019
Q2 		$6.79K Buy
+112
New +$6.73K ﹤0.01% 569

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

Glen Eagle Advisors's EFOR Position: Q3 2021 in Review

Glen Eagle Advisors sold out of Everforth Inc (EFOR) in Q3 2021, closing a stake of 25 shares — an estimated $2.42K sold.

Glen Eagle Advisors first reported a position in EFOR in Q2 2019 and held it in 3 quarters. The position peaked at $6.79K in Q2 2019. 249 funds tracked by Wall St. Rank hold EFOR as of Q3 2021.

  • Glen Eagle Advisors reported no remaining Everforth Inc position as of Q3 2021 after selling out during the quarter.
  • Glen Eagle Advisors sold 25 Everforth Inc shares in Q3 2021, an estimated $2.42K.
  • Glen Eagle Advisors first reported a position in Everforth Inc in Q2 2019 and held it in 3 quarters.
  • Glen Eagle Advisors's Everforth Inc position peaked at $6.79K in Q2 2019.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2021.

Based on Glen Eagle Advisors's 13F filing for Q3 2021, filed 13 Aug 2024.