HW
EFOR

Hancock Whitney’s Everforth Inc EFOR Stock Holding History

Hancock Whitney’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
2020
Q3 		– Sell
-3,361
Closed -$224K – 787
2020
Q2 		$224K Buy
+3,361
New +$178K 0.01% 684
2020
Q1 		– Sell
-21,957
Closed -$1.56M – 825
2019
Q4 		$1.56M Buy
+21,957
New +$1.43M 0.05% 357
2015
Q3 		– Sell
-19,249
Closed -$739K – 520
2015
Q2 		$739K Hold
19,249
– – 0.03% 345
2015
Q1 		$739K Sell
19,249
-1,635
-8% -$59.6K 0.03% 345
2014
Q4 		$693K Sell
20,884
-16,139
-44% -$485K 0.03% 330
2014
Q3 		$994K Buy
37,023
+2,397
+7% +$74.3K 0.04% 294
2014
Q2 		$1.23M Buy
34,626
+2,978
+9% +$107K 0.04% 274
2014
Q1 		$1.22M Sell
31,648
-382
-1% -$12.8K 0.05% 267
2013
Q4 		$1.12M Buy
+32,030
New +$1.07M 0.05% 271

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Hancock Whitney's EFOR Position: Q3 2020 in Review

Hancock Whitney sold out of Everforth Inc (EFOR) in Q3 2020, closing a stake of 3,361 shares — an estimated $224K sold.

Hancock Whitney first reported a position in EFOR in Q4 2013 and held it in 9 quarters. The position peaked at $1.56M in Q4 2019. 273 funds tracked by Wall St. Rank hold EFOR as of Q3 2020.

  • Hancock Whitney reported no remaining Everforth Inc position as of Q3 2020 after selling out during the quarter.
  • Hancock Whitney sold 3,361 Everforth Inc shares in Q3 2020, an estimated $224K.
  • Hancock Whitney first reported a position in Everforth Inc in Q4 2013 and held it in 9 quarters.
  • Hancock Whitney's Everforth Inc position peaked at $1.56M in Q4 2019.
  • 273 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2020.

Based on Hancock Whitney's 13F filing for Q3 2020, filed 5 Nov 2020.