MML Investors Services’s Everforth Inc EFOR Stock Holding History

MML Investors Services’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
2021 Q2	–	Sell	-3,018	Closed	-$288K	–	1896
2021 Q1	$288K	Buy	+3,018	New	+$279K	﹤0.01%	1528

Other funds holding EFOR

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MML Investors Services's EFOR Position: Q2 2021 in Review

MML Investors Services sold out of Everforth Inc (EFOR) in Q2 2021, closing a stake of 3,018 shares — an estimated $288K sold.

MML Investors Services first reported a position in EFOR in Q1 2021 and held it in 1 quarter. The position peaked at $288K in Q1 2021. 268 funds tracked by Wall St. Rank hold EFOR as of Q2 2021.

MML Investors Services reported no remaining Everforth Inc position as of Q2 2021 after selling out during the quarter.
MML Investors Services sold 3,018 Everforth Inc shares in Q2 2021, an estimated $288K.
MML Investors Services first reported a position in Everforth Inc in Q1 2021 and held it in 1 quarter.
MML Investors Services's Everforth Inc position peaked at $288K in Q1 2021.
268 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2021.

Based on MML Investors Services's 13F filing for Q2 2021, filed 13 Aug 2021.