HIIFS
EFOR

Harel Insurance Investments & Financial Services’s Everforth Inc EFOR Stock Holding History

Harel Insurance Investments & Financial Services’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
Q2 		– Sell
-431
Closed -$15K – 506
2020
Q1 		$15K Sell
431
-596
-58% -$33.8K ﹤0.01% 370
2019
Q4 		$73K Buy
1,027
+252
+33% +$16.4K ﹤0.01% 319
2019
Q3 		$49K Buy
+775
New +$47.9K ﹤0.01% 308

Other funds holding EFOR

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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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Harel Insurance Investments & Financial Services's EFOR Position: Q2 2020 in Review

Harel Insurance Investments & Financial Services sold out of Everforth Inc (EFOR) in Q2 2020, closing a stake of 431 shares — an estimated $15K sold.

Harel Insurance Investments & Financial Services first reported a position in EFOR in Q3 2019 and held it in 3 quarters. The position peaked at $73K in Q4 2019. 248 funds tracked by Wall St. Rank hold EFOR as of Q2 2020.

  • Harel Insurance Investments & Financial Services reported no remaining Everforth Inc position as of Q2 2020 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 431 Everforth Inc shares in Q2 2020, an estimated $15K.
  • Harel Insurance Investments & Financial Services first reported a position in Everforth Inc in Q3 2019 and held it in 3 quarters.
  • Harel Insurance Investments & Financial Services's Everforth Inc position peaked at $73K in Q4 2019.
  • 248 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2020.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2020, filed 14 Jul 2020.