HR
EFOR

Hayden Royal’s Everforth Inc EFOR Stock Holding History

Hayden Royal’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
Q4 		$433K Sell
3,508
-66
-2% -$8.07K 1.01% 21
2021
Q3 		$404K Buy
3,574
+87
+2% +$9.16K 0.66% 35
2021
Q2 		$338K Sell
3,487
-18
-0.5% -$1.84K 0.19% 126
2021
Q1 		$335K Buy
3,505
+283
+9% +$26.1K 0.19% 120
2020
Q4 		$269K Buy
+3,222
New +$248K 0.15% 166

Other funds holding EFOR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Hayden Royal's EFOR Position: Q4 2021 in Review

Hayden Royal reduced its Everforth Inc (EFOR) stake by 1.8% in Q4 2021, selling an estimated $8.07K and leaving 3,508 shares worth $433K. The position accounts for 1.01% of the portfolio, ranked #21.

Hayden Royal first reported a position in EFOR in Q4 2020 and has held it in 5 quarters since. 297 funds tracked by Wall St. Rank hold EFOR as of Q4 2021.

  • Hayden Royal held 3,508 shares of Everforth Inc worth $433K as of Q4 2021.
  • Hayden Royal sold 66 Everforth Inc shares in Q4 2021, an estimated $8.07K.
  • Everforth Inc made up 1.01% of Hayden Royal's portfolio in Q4 2021, its #21 holding.
  • Hayden Royal first reported a position in Everforth Inc in Q4 2020 and has held it in 5 quarters since.
  • 297 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2021.

Based on Hayden Royal's 13F filing for Q4 2021, filed 7 Feb 2022.