ICP
EFOR

Interchange Capital Partners’s Everforth Inc EFOR Stock Holding History

Interchange Capital Partners’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
-33
Closed -$2K – 287
2020
Q4 		$2K Buy
+33
New +$2.54K ﹤0.01% 1058

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
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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

Interchange Capital Partners's EFOR Position: Q1 2021 in Review

Interchange Capital Partners sold out of Everforth Inc (EFOR) in Q1 2021, closing a stake of 33 shares — an estimated $2K sold.

Interchange Capital Partners first reported a position in EFOR in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 281 funds tracked by Wall St. Rank hold EFOR as of Q1 2021.

  • Interchange Capital Partners reported no remaining Everforth Inc position as of Q1 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 33 Everforth Inc shares in Q1 2021, an estimated $2K.
  • Interchange Capital Partners first reported a position in Everforth Inc in Q4 2020 and held it in 1 quarter.
  • Interchange Capital Partners's Everforth Inc position peaked at $2K in Q4 2020.
  • 281 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2021.

Based on Interchange Capital Partners's 13F filing for Q1 2021, filed 5 May 2021.