Linscomb Wealth’s Everforth Inc EFOR Stock Holding History

Linscomb Wealth’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	-6,761	Closed	-$239K	–	304
2020 Q1	$239K	Sell	6,761 -4,300	-39%	-$244K	0.02%	354
2019 Q4	$785K	Buy	+11,061	New	+$722K	0.05%	262

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Linscomb Wealth's EFOR Position: Q2 2020 in Review

Linscomb Wealth sold out of Everforth Inc (EFOR) in Q2 2020, closing a stake of 6,761 shares — an estimated $239K sold.

Linscomb Wealth first reported a position in EFOR in Q4 2019 and held it in 2 quarters. The position peaked at $785K in Q4 2019. 248 funds tracked by Wall St. Rank hold EFOR as of Q2 2020.

Linscomb Wealth reported no remaining Everforth Inc position as of Q2 2020 after selling out during the quarter.
Linscomb Wealth sold 6,761 Everforth Inc shares in Q2 2020, an estimated $239K.
Linscomb Wealth first reported a position in Everforth Inc in Q4 2019 and held it in 2 quarters.
Linscomb Wealth's Everforth Inc position peaked at $785K in Q4 2019.
248 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2020.

Based on Linscomb Wealth's 13F filing for Q2 2020, filed 11 Aug 2020.