MWNA
EFOR

Marshall Wace North America’s Everforth Inc EFOR Stock Holding History

Marshall Wace North America’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
-1,271
Closed -$45K – 1151
2020
Q1 		$45K Buy
+1,271
New +$72K ﹤0.01% 1083
2019
Q4 		– Sell
-21,860
Closed -$1.37M – 1278
2019
Q3 		$1.37M Sell
21,860
-150,972
-87% -$9.32M 0.01% 626
2019
Q2 		$10.5M Buy
172,832
+66,496
+63% +$3.99M 0.07% 231
2019
Q1 		$6.75M Buy
106,336
+104,139
+4,740% +$6.51M 0.05% 268
2018
Q4 		$119K Buy
+2,197
New +$143K ﹤0.01% 1049

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Marshall Wace North America's EFOR Position: Q2 2020 in Review

Marshall Wace North America sold out of Everforth Inc (EFOR) in Q2 2020, closing a stake of 1,271 shares — an estimated $45K sold.

Marshall Wace North America first reported a position in EFOR in Q4 2018 and held it in 5 quarters. The position peaked at $10.5M in Q2 2019. 248 funds tracked by Wall St. Rank hold EFOR as of Q2 2020.

  • Marshall Wace North America reported no remaining Everforth Inc position as of Q2 2020 after selling out during the quarter.
  • Marshall Wace North America sold 1,271 Everforth Inc shares in Q2 2020, an estimated $45K.
  • Marshall Wace North America first reported a position in Everforth Inc in Q4 2018 and held it in 5 quarters.
  • Marshall Wace North America's Everforth Inc position peaked at $10.5M in Q2 2019.
  • 248 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2020.

Based on Marshall Wace North America's 13F filing for Q2 2020, filed 13 Aug 2020.