Nordea Investment Management
EFOR

Nordea Investment Management’s Everforth Inc EFOR Stock Holding History

Nordea Investment Management’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
-6,724
Closed -$652K – 981
2021
Q2 		$652K Buy
6,724
+768
+13% +$78.5K ﹤0.01% 878
2021
Q1 		$565K Buy
+5,956
New +$550K ﹤0.01% 889
2017
Q1 		– Sell
-31,674
Closed -$1.4M – 1037
2016
Q4 		$1.4M Hold
31,674
– – ﹤0.01% 606
2016
Q3 		$1.15M Buy
31,674
+14,774
+87% +$550K ﹤0.01% 643
2016
Q2 		$624K Buy
16,900
+12,091
+251% +$445K ﹤0.01% 672
2016
Q1 		$178K Buy
+4,809
New +$170K ﹤0.01% 774
2015
Q1 		– Sell
-84,976
Closed -$2.82M – 879
2014
Q4 		$2.82M Sell
84,976
-6,150
-7% -$185K 0.01% 310
2014
Q3 		$2.45M Buy
91,126
+1,250
+1% +$38.8K 0.01% 338
2014
Q2 		$3.2M Buy
89,876
+4,730
+6% +$169K 0.01% 347
2014
Q1 		$3.29M Sell
85,146
-40,177
-32% -$1.35M 0.02% 335
2013
Q4 		$4.38M Buy
125,323
+10,150
+9% +$338K 0.02% 306
2013
Q3 		$3.8M Buy
115,173
+26,645
+30% +$826K 0.02% 321
2013
Q2 		$2.37M Buy
+88,528
New +$2.23M 0.01% 386

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

Nordea Investment Management's EFOR Position: Q3 2021 in Review

Nordea Investment Management sold out of Everforth Inc (EFOR) in Q3 2021, closing a stake of 6,724 shares — an estimated $652K sold.

Nordea Investment Management first reported a position in EFOR in Q2 2013 and held it in 13 quarters. The position peaked at $4.38M in Q4 2013. 249 funds tracked by Wall St. Rank hold EFOR as of Q3 2021.

  • Nordea Investment Management reported no remaining Everforth Inc position as of Q3 2021 after selling out during the quarter.
  • Nordea Investment Management sold 6,724 Everforth Inc shares in Q3 2021, an estimated $652K.
  • Nordea Investment Management first reported a position in Everforth Inc in Q2 2013 and held it in 13 quarters.
  • Nordea Investment Management's Everforth Inc position peaked at $4.38M in Q4 2013.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2021.

Based on Nordea Investment Management's 13F filing for Q3 2021, filed 1 Nov 2021.