MUFG Americas’s Everforth Inc EFOR Stock Holding History

MUFG Americas’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 Q4	–	Sell	-27,000	Closed	-$2.44M	–	51
2022 Q3	$2.44M	Hold	27,000	–	–	0.06%	204
2022 Q2	$2.44M	Hold	27,000	–	–	0.06%	211
2022 Q1	$3.15M	Hold	27,000	–	–	0.06%	208
2021 Q4	$3.33M	Hold	27,000	–	–	0.06%	208
2021 Q3	$3.06M	Hold	27,000	–	–	0.05%	202
2021 Q2	$2.62M	Hold	27,000	–	–	0.04%	214
2021 Q1	$2.58M	Hold	27,000	–	–	0.05%	227
2020 Q4	$2.25M	Hold	27,000	–	–	0.04%	231
2020 Q3	$1.72M	Hold	27,000	–	–	0.05%	229
2020 Q2	$1.8M	Hold	27,000	–	–	0.05%	224
2020 Q1	$954K	Hold	27,000	–	–	0.03%	251
2019 Q4	$1.92M	Hold	27,000	–	–	0.05%	245
2019 Q3	$1.7M	Hold	27,000	–	–	0.05%	242
2019 Q2	$1.64M	Hold	27,000	–	–	0.05%	237
2019 Q1	$1.71M	Hold	27,000	–	–	0.05%	226
2018 Q4	$1.47M	Hold	27,000	–	–	0.05%	233
2018 Q3	$2.13M	Sell	27,000 -3,000	-10%	-$259K	0.06%	216
2018 Q2	$2.35M	Hold	30,000	–	–	0.07%	205
2018 Q1	$2.46M	Buy	+30,000	New	+$2.25M	0.07%	204
2014 Q4	–	Sell	-52	Closed	-$1K	–	1231
2014 Q3	$1K	Sell	52 -69	-57%	-$2.14K	﹤0.01%	1257
2014 Q2	$4K	Hold	121	–	–	﹤0.01%	1033
2014 Q1	$5K	Buy	+121	New	+$4.06K	﹤0.01%	970

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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MUFG Americas's EFOR Position: Q4 2022 in Review

MUFG Americas sold out of Everforth Inc (EFOR) in Q4 2022, closing a stake of 27,000 shares — an estimated $2.44M sold.

MUFG Americas first reported a position in EFOR in Q1 2014 and held it in 22 quarters. The position peaked at $3.33M in Q4 2021. 270 funds tracked by Wall St. Rank hold EFOR as of Q4 2022.

MUFG Americas reported no remaining Everforth Inc position as of Q4 2022 after selling out during the quarter.
MUFG Americas sold 27,000 Everforth Inc shares in Q4 2022, an estimated $2.44M.
MUFG Americas first reported a position in Everforth Inc in Q1 2014 and held it in 22 quarters.
MUFG Americas's Everforth Inc position peaked at $3.33M in Q4 2021.
270 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.