LC
EFOR

Loews Corp’s Everforth Inc EFOR Stock Holding History

Loews Corp’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
2022
Q2 		– Sell
-2,261
Closed -$264K – 36
2022
Q1 		$264K Hold
2,261
– – ﹤0.01% 43
2021
Q4 		$279K Hold
2,261
– – ﹤0.01% 52
2021
Q3 		$256K Hold
2,261
– – ﹤0.01% 55
2021
Q2 		$219K Sell
2,261
-8
-0.4% -$817 ﹤0.01% 55
2021
Q1 		$217K Buy
+2,269
New +$210K ﹤0.01% 53

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
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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Loews Corp's EFOR Position: Q2 2022 in Review

Loews Corp sold out of Everforth Inc (EFOR) in Q2 2022, closing a stake of 2,261 shares — an estimated $264K sold.

Loews Corp first reported a position in EFOR in Q1 2021 and held it in 5 quarters. The position peaked at $279K in Q4 2021. 289 funds tracked by Wall St. Rank hold EFOR as of Q2 2022.

  • Loews Corp reported no remaining Everforth Inc position as of Q2 2022 after selling out during the quarter.
  • Loews Corp sold 2,261 Everforth Inc shares in Q2 2022, an estimated $264K.
  • Loews Corp first reported a position in Everforth Inc in Q1 2021 and held it in 5 quarters.
  • Loews Corp's Everforth Inc position peaked at $279K in Q4 2021.
  • 289 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2022.

Based on Loews Corp's 13F filing for Q2 2022, filed 9 Aug 2022.