LIA
EFOR

LS Investment Advisors’s Everforth Inc EFOR Stock Holding History

LS Investment Advisors’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
Q2 		– Sell
-3,357
Closed -$320K – 205
2021
Q1 		$320K Sell
3,357
-604
-15% -$55.8K 0.02% 557
2020
Q4 		$331K Buy
+3,961
New +$305K 0.02% 582
2020
Q3 		– Sell
-2,691
Closed -$179K – 846
2020
Q2 		$179K Buy
2,691
+109
+4% +$5.78K 0.01% 778
2020
Q1 		$91K Hold
2,582
– – 0.01% 925
2019
Q4 		$183K Sell
2,582
-1,589
-38% -$104K 0.01% 852
2019
Q3 		$262K Buy
4,171
+98
+2% +$6.05K 0.02% 671
2019
Q2 		$247K Sell
4,073
-162
-4% -$9.73K 0.01% 689
2019
Q1 		$269K Sell
4,235
-29
-0.7% -$1.81K 0.02% 664
2018
Q4 		$232K Buy
4,264
+1,106
+35% +$72.1K 0.02% 682
2018
Q3 		$249K Sell
3,158
-437
-12% -$37.7K 0.01% 751
2018
Q2 		$281K Buy
3,595
+3
+0.1% +$245 0.02% 729
2018
Q1 		$294K Sell
3,592
-79
-2% -$5.92K 0.02% 691
2017
Q4 		$236K Buy
3,671
+1,903
+108% +$115K 0.01% 812
2017
Q3 		$95K Sell
1,768
-47
-3% -$2.35K 0.01% 1168
2017
Q2 		$98K Hold
1,815
– – 0.01% 1139
2017
Q1 		$88K Sell
1,815
-99
-5% -$4.59K 0.01% 1158
2016
Q4 		$85K Buy
1,914
+109
+6% +$4.33K 0.01% 1093
2016
Q3 		$66K Hold
1,805
– – ﹤0.01% 1135
2016
Q2 		$67K Buy
1,805
+111
+7% +$4.08K ﹤0.01% 1101
2016
Q1 		$63K Buy
1,694
+124
+8% +$4.38K ﹤0.01% 1065
2015
Q4 		$71K Hold
1,570
– – 0.01% 997
2015
Q3 		$58K Hold
1,570
– – ﹤0.01% 1070
2015
Q2 		$62K Buy
+1,570
New +$60K ﹤0.01% 1081

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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

LS Investment Advisors's EFOR Position: Q2 2021 in Review

LS Investment Advisors sold out of Everforth Inc (EFOR) in Q2 2021, closing a stake of 3,357 shares — an estimated $320K sold.

LS Investment Advisors first reported a position in EFOR in Q2 2015 and held it in 23 quarters. The position peaked at $331K in Q4 2020. 268 funds tracked by Wall St. Rank hold EFOR as of Q2 2021.

  • LS Investment Advisors reported no remaining Everforth Inc position as of Q2 2021 after selling out during the quarter.
  • LS Investment Advisors sold 3,357 Everforth Inc shares in Q2 2021, an estimated $320K.
  • LS Investment Advisors first reported a position in Everforth Inc in Q2 2015 and held it in 23 quarters.
  • LS Investment Advisors's Everforth Inc position peaked at $331K in Q4 2020.
  • 268 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2021.

Based on LS Investment Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.