OAM
EFOR

Oberweis Asset Management’s Everforth Inc EFOR Stock Holding History

Oberweis Asset 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
Q2 		– Sell
-2,100
Closed -$200K – 164
2021
Q1 		$200K Sell
2,100
-1,100
-34% -$102K 0.04% 161
2020
Q4 		$267K Buy
+3,200
New +$246K 0.07% 120
2016
Q3 		– Sell
-10,000
Closed -$370K – 138
2016
Q2 		$370K Sell
10,000
-2,800
-22% -$103K 0.11% 130
2016
Q1 		$473K Buy
12,800
+200
+2% +$7.06K 0.14% 116
2015
Q4 		$566K Buy
+12,600
New +$551K 0.16% 110
2014
Q4 		– Sell
-54,782
Closed -$1.47M – 129
2014
Q3 		$1.47M Sell
54,782
-139,342
-72% -$4.32M 0.4% 47
2014
Q2 		$6.91M Sell
194,124
-15,270
-7% -$547K 1.7% 23
2014
Q1 		$8.08M Sell
209,394
-1,420
-0.7% -$47.6K 1.7% 22
2013
Q4 		$7.36M Sell
210,814
-83,660
-28% -$2.79M 1.78% 20
2013
Q3 		$9.72M Sell
294,474
-91,600
-24% -$2.84M 2.76% 9
2013
Q2 		$10.3M Buy
+386,074
New +$9.72M 2.92% 7

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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

Oberweis Asset Management's EFOR Position: Q2 2021 in Review

Oberweis Asset Management sold out of Everforth Inc (EFOR) in Q2 2021, closing a stake of 2,100 shares — an estimated $200K sold.

Oberweis Asset Management first reported a position in EFOR in Q2 2013 and held it in 11 quarters. The position peaked at $10.3M in Q2 2013. 268 funds tracked by Wall St. Rank hold EFOR as of Q2 2021.

  • Oberweis Asset Management reported no remaining Everforth Inc position as of Q2 2021 after selling out during the quarter.
  • Oberweis Asset Management sold 2,100 Everforth Inc shares in Q2 2021, an estimated $200K.
  • Oberweis Asset Management first reported a position in Everforth Inc in Q2 2013 and held it in 11 quarters.
  • Oberweis Asset Management's Everforth Inc position peaked at $10.3M in Q2 2013.
  • 268 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2021.

Based on Oberweis Asset Management's 13F filing for Q2 2021, filed 16 Aug 2021.