LSV Asset Management
EFOR

LSV Asset Management’s Everforth Inc EFOR Stock Holding History

LSV Asset Management’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
-12,100
Closed -$769K – 939
2020
Q3 		$769K Hold
12,100
– – ﹤0.01% 753
2020
Q2 		$806K Sell
12,100
-1,437
-11% -$76.2K ﹤0.01% 772
2020
Q1 		$478K Buy
+13,537
New +$767K ﹤0.01% 800

Other funds holding EFOR

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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

LSV Asset Management's EFOR Position: Q4 2020 in Review

LSV Asset Management sold out of Everforth Inc (EFOR) in Q4 2020, closing a stake of 12,100 shares — an estimated $769K sold.

LSV Asset Management first reported a position in EFOR in Q1 2020 and held it in 3 quarters. The position peaked at $806K in Q2 2020. 272 funds tracked by Wall St. Rank hold EFOR as of Q4 2020.

  • LSV Asset Management reported no remaining Everforth Inc position as of Q4 2020 after selling out during the quarter.
  • LSV Asset Management sold 12,100 Everforth Inc shares in Q4 2020, an estimated $769K.
  • LSV Asset Management first reported a position in Everforth Inc in Q1 2020 and held it in 3 quarters.
  • LSV Asset Management's Everforth Inc position peaked at $806K in Q2 2020.
  • 272 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2020.

Based on LSV Asset Management's 13F filing for Q4 2020, filed 8 Feb 2021.