N
EFOR

Natixis’s Everforth Inc EFOR Stock Holding History

Natixis’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
Q3 		– Sell
-18,000
Closed -$1.75M – 1192
2021
Q2 		$1.75M Buy
+18,000
New +$1.84M 0.01% 544
2018
Q4 		– Sell
-3,723
Closed -$294K – 686
2018
Q3 		$294K Buy
+3,723
New +$322K ﹤0.01% 691
2017
Q2 		– Sell
-5,392
Closed -$262K – 801
2017
Q1 		$262K Buy
5,392
+15
+0.3% +$695 ﹤0.01% 763
2016
Q4 		$237K Buy
+5,377
New +$214K ﹤0.01% 738

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Natixis's EFOR Position: Q3 2021 in Review

Natixis sold out of Everforth Inc (EFOR) in Q3 2021, closing a stake of 18,000 shares — an estimated $1.75M sold.

Natixis first reported a position in EFOR in Q4 2016 and held it in 4 quarters. The position peaked at $1.75M in Q2 2021. 249 funds tracked by Wall St. Rank hold EFOR as of Q3 2021.

  • Natixis reported no remaining Everforth Inc position as of Q3 2021 after selling out during the quarter.
  • Natixis sold 18,000 Everforth Inc shares in Q3 2021, an estimated $1.75M.
  • Natixis first reported a position in Everforth Inc in Q4 2016 and held it in 4 quarters.
  • Natixis's Everforth Inc position peaked at $1.75M in Q2 2021.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2021.

Based on Natixis's 13F filing for Q3 2021, filed 12 Nov 2021.