Loomis, Sayles & Company
EFOR

Loomis, Sayles & Company’s Everforth Inc EFOR Stock Holding History

Loomis, Sayles & Company’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
Q4 		– Sell
-139,874
Closed -$8.89M – 794
2020
Q3 		$8.89M Sell
139,874
-1,995
-1% -$137K 0.01% 340
2020
Q2 		$9.46M Sell
141,869
-107,091
-43% -$5.68M 0.02% 323
2020
Q1 		$8.79M Sell
248,960
-449,953
-64% -$25.5M 0.02% 300
2019
Q4 		$49.6M Buy
698,913
+334,852
+92% +$21.9M 0.08% 97
2019
Q3 		$22.9M Sell
364,061
-590
-0.2% -$36.4K 0.04% 184
2019
Q2 		$22.1M Buy
364,651
+159,561
+78% +$9.58M 0.04% 197
2019
Q1 		$13M Buy
+205,090
New +$12.8M 0.03% 298
2015
Q2 		– Sell
-445,422
Closed -$17.1M – 909
2015
Q1 		$17.1M Sell
445,422
-30,399
-6% -$1.11M 0.05% 380
2014
Q4 		$15.8M Sell
475,821
-139,350
-23% -$4.19M 0.04% 410
2014
Q3 		$16.5M Sell
615,171
-78,188
-11% -$2.42M 0.05% 390
2014
Q2 		$24.7M Buy
693,359
+30,479
+5% +$1.09M 0.07% 275
2014
Q1 		$25.6M Sell
662,880
-4,513
-0.7% -$151K 0.07% 270
2013
Q4 		$23.3M Sell
667,393
-6,366
-0.9% -$212K 0.07% 291
2013
Q3 		$22.2M Sell
673,759
-3,662
-0.5% -$114K 0.07% 290
2013
Q2 		$18.1K Buy
+677,421
New +$17.1M 0.06% 330

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Loomis, Sayles & Company's EFOR Position: Q4 2020 in Review

Loomis, Sayles & Company sold out of Everforth Inc (EFOR) in Q4 2020, closing a stake of 139,874 shares — an estimated $8.89M sold.

Loomis, Sayles & Company first reported a position in EFOR in Q2 2013 and held it in 15 quarters. The position peaked at $49.6M in Q4 2019. 272 funds tracked by Wall St. Rank hold EFOR as of Q4 2020.

  • Loomis, Sayles & Company reported no remaining Everforth Inc position as of Q4 2020 after selling out during the quarter.
  • Loomis, Sayles & Company sold 139,874 Everforth Inc shares in Q4 2020, an estimated $8.89M.
  • Loomis, Sayles & Company first reported a position in Everforth Inc in Q2 2013 and held it in 15 quarters.
  • Loomis, Sayles & Company's Everforth Inc position peaked at $49.6M in Q4 2019.
  • 272 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2020.

Based on Loomis, Sayles & Company's 13F filing for Q4 2020, filed 12 Feb 2021.