PGFC
EFOR

Peapack-Gladstone Financial Corp’s Everforth Inc EFOR Stock Holding History

Peapack-Gladstone Financial Corp’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
Q2 		– Sell
-2,133
Closed -$249K – 657
2022
Q1 		$249K Buy
2,133
+60
+3% +$6.8K ﹤0.01% 598
2021
Q4 		$256K Buy
2,073
+135
+7% +$16.5K ﹤0.01% 589
2021
Q3 		$219K Buy
+1,938
New +$204K ﹤0.01% 610

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
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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Peapack-Gladstone Financial Corp's EFOR Position: Q2 2022 in Review

Peapack-Gladstone Financial Corp sold out of Everforth Inc (EFOR) in Q2 2022, closing a stake of 2,133 shares — an estimated $249K sold.

Peapack-Gladstone Financial Corp first reported a position in EFOR in Q3 2021 and held it in 3 quarters. The position peaked at $256K in Q4 2021. 289 funds tracked by Wall St. Rank hold EFOR as of Q2 2022.

  • Peapack-Gladstone Financial Corp reported no remaining Everforth Inc position as of Q2 2022 after selling out during the quarter.
  • Peapack-Gladstone Financial Corp sold 2,133 Everforth Inc shares in Q2 2022, an estimated $249K.
  • Peapack-Gladstone Financial Corp first reported a position in Everforth Inc in Q3 2021 and held it in 3 quarters.
  • Peapack-Gladstone Financial Corp's Everforth Inc position peaked at $256K in Q4 2021.
  • 289 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2022.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2022, filed 12 Aug 2022.