JIR
EFOR

James Investment Research’s Everforth Inc EFOR Stock Holding History

James Investment Research’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
-27
Closed -$2K – 488
2020
Q4 		$2K Sell
27
-42
-61% -$3.23K ﹤0.01% 489
2020
Q3 		$4K Hold
69
– – ﹤0.01% 444
2020
Q2 		$5K Hold
69
– – ﹤0.01% 418
2020
Q1 		$2K Buy
69
+42
+156% +$2.38K ﹤0.01% 437
2019
Q4 		$2K Sell
27
-42
-61% -$2.74K ﹤0.01% 491
2019
Q3 		$4K Hold
69
– – ﹤0.01% 530
2019
Q2 		$4K Hold
69
– – ﹤0.01% 621
2019
Q1 		$4K Hold
69
– – ﹤0.01% 775
2018
Q4 		$4K Sell
69
-2,770
-98% -$181K ﹤0.01% 751
2018
Q3 		$224K Sell
2,839
-23,945
-89% -$2.07M 0.01% 572
2018
Q2 		$2.09M Buy
26,784
+23,972
+852% +$1.96M 0.08% 317
2018
Q1 		$230K Sell
2,812
-30,153
-91% -$2.26M 0.01% 560
2017
Q4 		$2.12M Buy
+32,965
New +$2M 0.07% 250

Other funds holding EFOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

James Investment Research's EFOR Position: Q1 2021 in Review

James Investment Research sold out of Everforth Inc (EFOR) in Q1 2021, closing a stake of 27 shares — an estimated $2K sold.

James Investment Research first reported a position in EFOR in Q4 2017 and held it in 13 quarters. The position peaked at $2.12M in Q4 2017. 281 funds tracked by Wall St. Rank hold EFOR as of Q1 2021.

  • James Investment Research reported no remaining Everforth Inc position as of Q1 2021 after selling out during the quarter.
  • James Investment Research sold 27 Everforth Inc shares in Q1 2021, an estimated $2K.
  • James Investment Research first reported a position in Everforth Inc in Q4 2017 and held it in 13 quarters.
  • James Investment Research's Everforth Inc position peaked at $2.12M in Q4 2017.
  • 281 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2021.

Based on James Investment Research's 13F filing for Q1 2021, filed 22 Apr 2021.