NIT
EFOR

NumerixS Investment Technologies’s Everforth Inc EFOR Stock Holding History

NumerixS Investment Technologies’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
Q1 		– Sell
-400
Closed -$28K – 984
2019
Q4 		$28K Sell
400
-400
-50% -$26.1K 0.01% 903
2019
Q3 		$50K Sell
800
-400
-33% -$24.7K 0.01% 722
2019
Q2 		$73K Hold
1,200
– – 0.02% 685
2019
Q1 		$76K Sell
1,200
-3,300
-73% -$206K 0.01% 926
2018
Q4 		$242K Sell
4,500
-1,300
-22% -$84.7K 0.08% 284
2018
Q3 		$453K Buy
5,800
+4,600
+383% +$397K 0.09% 329
2018
Q2 		$92K Buy
1,200
+300
+33% +$24.5K 0.02% 775
2018
Q1 		$73K Sell
900
-400
-31% -$29.9K 0.02% 731
2017
Q4 		$84K Buy
+1,300
New +$78.7K 0.02% 747
2017
Q2 		– Sell
-6,300
Closed -$306K – 1116
2017
Q1 		$306K Buy
+6,300
New +$292K 0.04% 578
2016
Q4 		– Sell
-2,895
Closed -$105K – 1112
2016
Q3 		$105K Sell
2,895
-3,000
-51% -$112K 0.01% 828
2016
Q2 		$218K Sell
5,895
-3,700
-39% -$136K 0.03% 675
2016
Q1 		$354K Buy
+9,595
New +$339K 0.04% 588

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

NumerixS Investment Technologies's EFOR Position: Q1 2020 in Review

NumerixS Investment Technologies sold out of Everforth Inc (EFOR) in Q1 2020, closing a stake of 400 shares — an estimated $28K sold.

NumerixS Investment Technologies first reported a position in EFOR in Q1 2016 and held it in 13 quarters. The position peaked at $453K in Q3 2018. 243 funds tracked by Wall St. Rank hold EFOR as of Q1 2020.

  • NumerixS Investment Technologies reported no remaining Everforth Inc position as of Q1 2020 after selling out during the quarter.
  • NumerixS Investment Technologies sold 400 Everforth Inc shares in Q1 2020, an estimated $28K.
  • NumerixS Investment Technologies first reported a position in Everforth Inc in Q1 2016 and held it in 13 quarters.
  • NumerixS Investment Technologies's Everforth Inc position peaked at $453K in Q3 2018.
  • 243 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2020.

Based on NumerixS Investment Technologies's 13F filing for Q1 2020, filed 15 May 2020.