MERSOM
EFOR

Municipal Employees' Retirement System of Michigan’s Everforth Inc EFOR Stock Holding History

Municipal Employees' Retirement System of Michigan’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
Q2 		– Sell
-9,810
Closed -$346K – 331
2020
Q1 		$346K Hold
9,810
– – 0.01% 844
2019
Q4 		$696K Buy
9,810
+100
+1% +$6.53K 0.02% 688
2019
Q3 		$610K Sell
9,710
-30
-0.3% -$1.85K 0.02% 729
2019
Q2 		$590K Buy
9,740
+170
+2% +$10.2K 0.04% 753
2019
Q1 		$608K Sell
9,570
-3,010
-24% -$188K 0.04% 728
2018
Q4 		$686K Buy
+12,580
New +$820K 0.04% 680
2018
Q2 		$1.31M Sell
16,790
-7,880
-32% -$645K 0.07% 341
2018
Q1 		$2.02M Buy
24,670
+800
+3% +$59.9K 0.1% 199
2017
Q4 		$1.53M Buy
23,870
+410
+2% +$24.8K 0.08% 326
2017
Q3 		$1.26M Buy
23,460
+7,240
+45% +$362K 0.07% 429
2017
Q2 		$878K Buy
16,220
+1,950
+14% +$100K 0.04% 687
2017
Q1 		$693K Sell
14,270
-40
-0.3% -$1.85K 0.03% 843
2016
Q4 		$632K Buy
14,310
+630
+5% +$25K 0.03% 867
2016
Q3 		$497K Buy
13,680
+170
+1% +$6.32K 0.03% 975
2016
Q2 		$500K Buy
13,510
+280
+2% +$10.3K 0.03% 926
2016
Q1 		$488K Buy
13,230
+3,640
+38% +$129K 0.03% 853
2015
Q4 		$431K Buy
9,590
+440
+5% +$19.2K 0.03% 878
2015
Q3 		$338K Buy
9,150
+310
+4% +$11.8K 0.03% 1000
2015
Q2 		$347K Sell
8,840
-60
-0.7% -$2.29K 0.03% 1030
2015
Q1 		$341K Sell
8,900
-3,000
-25% -$109K 0.03% 986
2014
Q4 		$395K Hold
11,900
– – 0.03% 1004
2014
Q3 		$320K Buy
11,900
+400
+3% +$12.4K 0.02% 1099
2014
Q2 		$409K Buy
11,500
+300
+3% +$10.7K 0.03% 943
2014
Q1 		$432K Buy
+11,200
New +$376K 0.03% 887

Other funds holding EFOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Municipal Employees' Retirement System of Michigan's EFOR Position: Q2 2020 in Review

Municipal Employees' Retirement System of Michigan sold out of Everforth Inc (EFOR) in Q2 2020, closing a stake of 9,810 shares — an estimated $346K sold.

Municipal Employees' Retirement System of Michigan first reported a position in EFOR in Q1 2014 and held it in 24 quarters. The position peaked at $2.02M in Q1 2018. 248 funds tracked by Wall St. Rank hold EFOR as of Q2 2020.

  • Municipal Employees' Retirement System of Michigan reported no remaining Everforth Inc position as of Q2 2020 after selling out during the quarter.
  • Municipal Employees' Retirement System of Michigan sold 9,810 Everforth Inc shares in Q2 2020, an estimated $346K.
  • Municipal Employees' Retirement System of Michigan first reported a position in Everforth Inc in Q1 2014 and held it in 24 quarters.
  • Municipal Employees' Retirement System of Michigan's Everforth Inc position peaked at $2.02M in Q1 2018.
  • 248 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2020.

Based on Municipal Employees' Retirement System of Michigan's 13F filing for Q2 2020, filed 6 Jul 2020.