Mason Street Advisors’s Everforth Inc EFOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-28,252
| Closed | -$2.36M | – | 108 |
|
|
2020
Q4 | $2.36M | Buy |
28,252
+153
| +0.5% | +$11.8K | 0.04% | 528 |
|
|
2020
Q3 | $1.79M | Sell |
28,099
-671
| -2% | -$46.2K | 0.03% | 577 |
|
|
2020
Q2 | $1.92M | Buy |
28,770
+686
| +2% | +$36.4K | 0.04% | 533 |
|
|
2020
Q1 | $992K | Hold |
28,084
| – | – | 0.02% | 732 |
|
|
2019
Q4 | $1.99M | Buy |
28,084
+342
| +1% | +$22.3K | 0.04% | 600 |
|
|
2019
Q3 | $1.74M | Sell |
27,742
-401
| -1% | -$24.8K | 0.04% | 632 |
|
|
2019
Q2 | $1.71M | Buy |
28,143
+143
| +0.5% | +$8.59K | 0.04% | 640 |
|
|
2019
Q1 | $1.78M | Buy |
28,000
+512
| +2% | +$32K | 0.04% | 649 |
|
|
2018
Q4 | $1.5M | Buy |
27,488
+11,976
| +77% | +$781K | 0.04% | 630 |
|
|
2018
Q3 | $1.22M | Buy |
15,512
+1,314
| +9% | +$113K | 0.03% | 814 |
|
|
2018
Q2 | $1.11M | Buy |
+14,198
| New | +$1.16M | 0.02% | 837 |
|
|
2018
Q1 | – | Sell |
-12,717
| Closed | -$817K | – | 1519 |
|
|
2017
Q4 | $817K | Buy |
12,717
+146
| +1% | +$8.84K | 0.02% | 892 |
|
|
2017
Q3 | $675K | Buy |
12,571
+588
| +5% | +$29.4K | 0.02% | 934 |
|
|
2017
Q2 | $649K | Buy |
11,983
+656
| +6% | +$33.7K | 0.02% | 923 |
|
|
2017
Q1 | $550K | Buy |
11,327
+685
| +6% | +$31.7K | 0.01% | 963 |
|
|
2016
Q4 | $470K | Buy |
10,642
+538
| +5% | +$21.4K | 0.01% | 985 |
|
|
2016
Q3 | $367K | Buy |
10,104
+712
| +8% | +$26.5K | 0.01% | 1021 |
|
|
2016
Q2 | $347K | Buy |
9,392
+881
| +10% | +$32.4K | 0.01% | 999 |
|
|
2016
Q1 | $314K | Buy |
8,511
+852
| +11% | +$30.1K | 0.01% | 995 |
|
|
2015
Q4 | $344K | Buy |
7,659
+679
| +10% | +$29.7K | 0.01% | 956 |
|
|
2015
Q3 | $258K | Buy |
6,980
+549
| +9% | +$20.9K | 0.01% | 999 |
|
|
2015
Q2 | $253K | Buy |
6,431
+273
| +4% | +$10.4K | 0.01% | 1012 |
|
|
2015
Q1 | $236K | Sell |
6,158
-172,518
| -97% | -$6.29M | 0.01% | 1033 |
|
|
2014
Q4 | $5.93M | Sell |
178,676
-82,957
| -32% | -$2.49M | 0.04% | 485 |
|
|
2014
Q3 | $7.03M | Buy |
261,633
+245
| +0.1% | +$7.6K | 0.05% | 387 |
|
|
2014
Q2 | $9.35M | Buy |
261,388
+202
| +0.1% | +$7.23K | 0.07% | 337 |
|
|
2014
Q1 | $10.1M | Sell |
261,186
-6,479
| -2% | -$217K | 0.08% | 301 |
|
|
2013
Q4 | $9.35M | Buy |
267,665
+149,589
| +127% | +$4.98M | 0.08% | 306 |
|
|
2013
Q3 | $3.9M | Buy |
118,076
+111,949
| +1,827% | +$3.47M | 0.04% | 435 |
|
|
2013
Q2 | $164K | Buy |
+6,127
| New | +$154K | ﹤0.01% | 1282 |
|
Other funds holding EFOR
Mason Street Advisors's EFOR Position: Q1 2021 in Review
Mason Street Advisors sold out of Everforth Inc (EFOR) in Q1 2021, closing a stake of 28,252 shares — an estimated $2.36M sold.
Mason Street Advisors first reported a position in EFOR in Q2 2013 and held it in 30 quarters. The position peaked at $10.1M in Q1 2014. 281 funds tracked by Wall St. Rank hold EFOR as of Q1 2021.
- Mason Street Advisors reported no remaining Everforth Inc position as of Q1 2021 after selling out during the quarter.
- Mason Street Advisors sold 28,252 Everforth Inc shares in Q1 2021, an estimated $2.36M.
- Mason Street Advisors first reported a position in Everforth Inc in Q2 2013 and held it in 30 quarters.
- Mason Street Advisors's Everforth Inc position peaked at $10.1M in Q1 2014.
- 281 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2021.
Based on Mason Street Advisors's 13F filing for Q1 2021, filed 14 May 2021.