PAM
EFOR

Panagora Asset Management’s Everforth Inc EFOR Stock Holding History

Panagora 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
Q3 		– Sell
-315
Closed -$31K – 1745
2021
Q2 		$31K Sell
315
-3,232
-91% -$330K ﹤0.01% 2113
2021
Q1 		$339K Hold
3,547
– – ﹤0.01% 1504
2020
Q4 		$296K Sell
3,547
-41,963
-92% -$3.23M ﹤0.01% 1432
2020
Q3 		$2.89M Sell
45,510
-1,276
-3% -$87.8K 0.02% 525
2020
Q2 		$3.12M Buy
46,786
+27,380
+141% +$1.45M 0.02% 529
2020
Q1 		$685K Hold
19,406
– – ﹤0.01% 989
2019
Q4 		$1.38M Buy
19,406
+15,238
+366% +$995K 0.01% 931
2019
Q3 		$262K Hold
4,168
– – ﹤0.01% 1532
2019
Q2 		$252K Hold
4,168
– – ﹤0.01% 1710
2019
Q1 		$265K Hold
4,168
– – ﹤0.01% 1614
2018
Q4 		$227K Sell
4,168
-5,958
-59% -$388K ﹤0.01% 1583
2018
Q3 		$799K Hold
10,126
– – ﹤0.01% 1230
2018
Q2 		$792K Sell
10,126
-52,029
-84% -$4.26M ﹤0.01% 1235
2018
Q1 		$5.09M Sell
62,155
-1,859
-3% -$139K 0.02% 525
2017
Q4 		$4.11M Sell
64,014
-118,406
-65% -$7.17M 0.02% 608
2017
Q3 		$9.79M Sell
182,420
-45,240
-20% -$2.26M 0.04% 410
2017
Q2 		$12.3M Buy
227,660
+223,450
+5,308% +$11.5M 0.05% 359
2017
Q1 		$204K Buy
4,210
+42
+1% +$1.95K ﹤0.01% 1648
2016
Q4 		$184K Hold
4,168
– – ﹤0.01% 1773
2016
Q3 		$151K Hold
4,168
– – ﹤0.01% 1853
2016
Q2 		$154K Hold
4,168
– – ﹤0.01% 1774
2016
Q1 		$154K Hold
4,168
– – ﹤0.01% 1746
2015
Q4 		$187K Sell
4,168
-14,976
-78% -$655K ﹤0.01% 1615
2015
Q3 		$706K Buy
19,144
+1,915
+11% +$72.7K ﹤0.01% 1183
2015
Q2 		$677K Buy
17,229
+315
+2% +$12K ﹤0.01% 1240
2015
Q1 		$649K Sell
16,914
-203,711
-92% -$7.42M ﹤0.01% 1219
2014
Q4 		$7.32M Buy
220,625
+10,140
+5% +$305K 0.04% 379
2014
Q3 		$5.65M Buy
210,485
+79,358
+61% +$2.46M 0.03% 452
2014
Q2 		$4.66M Buy
131,127
+112,978
+623% +$4.04M 0.02% 539
2014
Q1 		$700K Buy
+18,149
New +$609K ﹤0.01% 1309

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

Panagora Asset Management's EFOR Position: Q3 2021 in Review

Panagora Asset Management sold out of Everforth Inc (EFOR) in Q3 2021, closing a stake of 315 shares — an estimated $31K sold.

Panagora Asset Management first reported a position in EFOR in Q1 2014 and held it in 30 quarters. The position peaked at $12.3M in Q2 2017. 249 funds tracked by Wall St. Rank hold EFOR as of Q3 2021.

  • Panagora Asset Management reported no remaining Everforth Inc position as of Q3 2021 after selling out during the quarter.
  • Panagora Asset Management sold 315 Everforth Inc shares in Q3 2021, an estimated $31K.
  • Panagora Asset Management first reported a position in Everforth Inc in Q1 2014 and held it in 30 quarters.
  • Panagora Asset Management's Everforth Inc position peaked at $12.3M in Q2 2017.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2021.

Based on Panagora Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.