MFIMFI
EFOR

Mesirow Financial Investment Management - Fixed Income’s Everforth Inc EFOR Stock Holding History

Mesirow Financial Investment Management - Fixed Income’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
Q1 		– Sell
-94,839
Closed -$6.73M – 121
2019
Q4 		$6.73M Sell
94,839
-1,885
-2% -$123K 1.05% 47
2019
Q3 		$6.08M Buy
+96,724
New +$5.97M 1.01% 63

Other funds holding EFOR

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Mesirow Financial Investment Management - Fixed Income's EFOR Position: Q1 2020 in Review

Mesirow Financial Investment Management - Fixed Income sold out of Everforth Inc (EFOR) in Q1 2020, closing a stake of 94,839 shares — an estimated $6.73M sold.

Mesirow Financial Investment Management - Fixed Income first reported a position in EFOR in Q3 2019 and held it in 2 quarters. The position peaked at $6.73M in Q4 2019. 243 funds tracked by Wall St. Rank hold EFOR as of Q1 2020.

  • Mesirow Financial Investment Management - Fixed Income reported no remaining Everforth Inc position as of Q1 2020 after selling out during the quarter.
  • Mesirow Financial Investment Management - Fixed Income sold 94,839 Everforth Inc shares in Q1 2020, an estimated $6.73M.
  • Mesirow Financial Investment Management - Fixed Income first reported a position in Everforth Inc in Q3 2019 and held it in 2 quarters.
  • Mesirow Financial Investment Management - Fixed Income's Everforth Inc position peaked at $6.73M in Q4 2019.
  • 243 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2020.

Based on Mesirow Financial Investment Management - Fixed Income's 13F filing for Q1 2020, filed 28 Apr 2020.