PP
EFOR

Paloma Partners’s Everforth Inc EFOR Stock Holding History

Paloma Partners’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
2022
Q1 		– Sell
-4,936
Closed -$609K – 1753
2021
Q4 		$609K Buy
+4,936
New +$604K 0.01% 1004
2021
Q2 		– Sell
-4,699
Closed -$448K – 1768
2021
Q1 		$448K Buy
+4,699
New +$434K 0.01% 1199
2020
Q4 		– Sell
-6,412
Closed -$408K – 1629
2020
Q3 		$408K Buy
+6,412
New +$441K 0.01% 1300
2020
Q1 		– Sell
-8,448
Closed -$600K – 1239
2019
Q4 		$600K Sell
8,448
-1,105
-12% -$72.1K 0.01% 1280
2019
Q3 		$600K Buy
+9,553
New +$590K 0.01% 1028
2019
Q2 		– Sell
-4,932
Closed -$313K – 1711
2019
Q1 		$313K Buy
+4,932
New +$308K 0.01% 1293
2018
Q4 		– Sell
-13,092
Closed -$1.03M – 1258
2018
Q3 		$1.03M Buy
+13,092
New +$1.13M 0.02% 728
2018
Q1 		– Sell
-8,007
Closed -$515K – 1921
2017
Q4 		$515K Buy
+8,007
New +$485K 0.01% 1329
2017
Q3 		– Sell
-5,089
Closed -$275K – 2082
2017
Q2 		$275K Sell
5,089
-7,611
-60% -$391K ﹤0.01% 1839
2017
Q1 		$616K Sell
12,700
-10,772
-46% -$499K 0.01% 1498
2016
Q4 		$1.04M Buy
23,472
+17,521
+294% +$697K 0.01% 1155
2016
Q3 		$216K Sell
5,951
-781
-12% -$29.1K ﹤0.01% 1725
2016
Q2 		$249K Sell
6,732
-5,071
-43% -$187K ﹤0.01% 1849
2016
Q1 		$436K Buy
+11,803
New +$417K 0.01% 1371
2015
Q3 		– Sell
-29,630
Closed -$1.16M – 1599
2015
Q2 		$1.16M Sell
29,630
-657
-2% -$25.1K 0.02% 672
2015
Q1 		$1.16M Buy
30,287
+8,711
+40% +$317K 0.03% 447
2014
Q4 		$716K Sell
21,576
-2,597
-11% -$78.1K 0.03% 537
2014
Q3 		$650K Buy
+24,173
New +$750K 0.03% 449

Other funds holding EFOR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Paloma Partners's EFOR Position: Q1 2022 in Review

Paloma Partners sold out of Everforth Inc (EFOR) in Q1 2022, closing a stake of 4,936 shares — an estimated $609K sold.

Paloma Partners first reported a position in EFOR in Q3 2014 and held it in 18 quarters. The position peaked at $1.16M in Q2 2015. 279 funds tracked by Wall St. Rank hold EFOR as of Q1 2022.

  • Paloma Partners reported no remaining Everforth Inc position as of Q1 2022 after selling out during the quarter.
  • Paloma Partners sold 4,936 Everforth Inc shares in Q1 2022, an estimated $609K.
  • Paloma Partners first reported a position in Everforth Inc in Q3 2014 and held it in 18 quarters.
  • Paloma Partners's Everforth Inc position peaked at $1.16M in Q2 2015.
  • 279 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2022.

Based on Paloma Partners's 13F filing for Q1 2022, filed 16 May 2022.