Gratus Capital’s Everforth Inc EFOR Stock Holding History

Gratus 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 Q1	–	Sell	-2,450	Closed	-$205K	–	185
2020 Q4	$205K	Buy	+2,450	New	+$188K	0.03%	175

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

Gratus Capital's EFOR Position: Q1 2021 in Review

Gratus Capital sold out of Everforth Inc (EFOR) in Q1 2021, closing a stake of 2,450 shares — an estimated $205K sold.

Gratus Capital first reported a position in EFOR in Q4 2020 and held it in 1 quarter. The position peaked at $205K in Q4 2020. 281 funds tracked by Wall St. Rank hold EFOR as of Q1 2021.

Gratus Capital reported no remaining Everforth Inc position as of Q1 2021 after selling out during the quarter.
Gratus Capital sold 2,450 Everforth Inc shares in Q1 2021, an estimated $205K.
Gratus Capital first reported a position in Everforth Inc in Q4 2020 and held it in 1 quarter.
Gratus Capital's Everforth Inc position peaked at $205K in Q4 2020.
281 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2021.

Based on Gratus Capital's 13F filing for Q1 2021, filed 4 May 2021.