McDonald Partners’s Everforth Inc EFOR Stock Holding History

McDonald Partners’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
2022 Q1	–	Sell	-8	Closed	-$987	–	331
2021 Q4	$987	Buy	+8	New	+$978	﹤0.01%	443

Other funds holding EFOR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

McDonald Partners's EFOR Position: Q1 2022 in Review

McDonald Partners sold out of Everforth Inc (EFOR) in Q1 2022, closing a stake of 8 shares — an estimated $987 sold.

McDonald Partners first reported a position in EFOR in Q4 2021 and held it in 1 quarter. The position peaked at $987 in Q4 2021. 279 funds tracked by Wall St. Rank hold EFOR as of Q1 2022.

McDonald Partners reported no remaining Everforth Inc position as of Q1 2022 after selling out during the quarter.
McDonald Partners sold 8 Everforth Inc shares in Q1 2022, an estimated $987.
McDonald Partners first reported a position in Everforth Inc in Q4 2021 and held it in 1 quarter.
McDonald Partners's Everforth Inc position peaked at $987 in Q4 2021.
279 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.