GC
EFOR

Globeflex Capital’s Everforth Inc EFOR Stock Holding History

Globeflex Capital’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
-12,854
Closed -$1.25M – 460
2021
Q2 		$1.25M Sell
12,854
-3,075
-19% -$314K 0.22% 164
2021
Q1 		$1.52M Hold
15,929
– – 0.28% 112
2020
Q4 		$1.33M Sell
15,929
-2,194
-12% -$169K 0.28% 106
2020
Q3 		$1.15M Sell
18,123
-4,081
-18% -$281K 0.3% 95
2020
Q2 		$1.48M Sell
22,204
-1,064
-5% -$56.4K 0.38% 66
2020
Q1 		$822K Sell
23,268
-1,287
-5% -$72.9K 0.25% 138
2019
Q4 		$1.74M Sell
24,555
-662
-3% -$43.2K 0.33% 81
2019
Q3 		$1.58M Buy
25,217
+9
+0% +$556 0.35% 66
2019
Q2 		$1.53M Sell
25,208
-18
-0.1% -$1.08K 0.32% 82
2019
Q1 		$1.6M Buy
25,226
+1,517
+6% +$94.8K 0.34% 78
2018
Q4 		$1.29M Buy
23,709
+18,305
+339% +$1.19M 0.31% 105
2018
Q3 		$427K Hold
5,404
– – 0.08% 323
2018
Q2 		$423K Buy
+5,404
New +$442K 0.09% 321
2015
Q2 		– Sell
-20
Closed -$1K – 509
2015
Q1 		$1K Sell
20
-8
-29% -$291 ﹤0.01% 418
2014
Q4 		$1K Sell
28
-5
-15% -$150 ﹤0.01% 421
2014
Q3 		$1K Buy
+33
New +$1.02K ﹤0.01% 439

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

Globeflex Capital's EFOR Position: Q3 2021 in Review

Globeflex Capital sold out of Everforth Inc (EFOR) in Q3 2021, closing a stake of 12,854 shares — an estimated $1.25M sold.

Globeflex Capital first reported a position in EFOR in Q3 2014 and held it in 16 quarters. The position peaked at $1.74M in Q4 2019. 249 funds tracked by Wall St. Rank hold EFOR as of Q3 2021.

  • Globeflex Capital reported no remaining Everforth Inc position as of Q3 2021 after selling out during the quarter.
  • Globeflex Capital sold 12,854 Everforth Inc shares in Q3 2021, an estimated $1.25M.
  • Globeflex Capital first reported a position in Everforth Inc in Q3 2014 and held it in 16 quarters.
  • Globeflex Capital's Everforth Inc position peaked at $1.74M in Q4 2019.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2021.

Based on Globeflex Capital's 13F filing for Q3 2021, filed 12 Nov 2021.