Pendal Group’s Everforth Inc EFOR Stock Holding History

Pendal Group’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 Q4	–	Sell	-3,320	Closed	-$376K	–	546
2021 Q3	$376K	Hold	3,320	–	–	﹤0.01%	447
2021 Q2	$322K	Hold	3,320	–	–	﹤0.01%	481
2021 Q1	$317K	Buy	+3,320	New	+$307K	﹤0.01%	483
2020 Q4	–	Sell	-3,701	Closed	-$235K	–	510
2020 Q3	$235K	Hold	3,701	–	–	﹤0.01%	398
2020 Q2	$247K	Buy	3,701 +1,379	+59%	+$73.2K	﹤0.01%	377
2020 Q1	$82K	Buy	+2,322	New	+$132K	﹤0.01%	403

Other funds holding EFOR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Pendal Group's EFOR Position: Q4 2021 in Review

Pendal Group sold out of Everforth Inc (EFOR) in Q4 2021, closing a stake of 3,320 shares — an estimated $376K sold.

Pendal Group first reported a position in EFOR in Q1 2020 and held it in 6 quarters. The position peaked at $376K in Q3 2021. 297 funds tracked by Wall St. Rank hold EFOR as of Q4 2021.

Pendal Group reported no remaining Everforth Inc position as of Q4 2021 after selling out during the quarter.
Pendal Group sold 3,320 Everforth Inc shares in Q4 2021, an estimated $376K.
Pendal Group first reported a position in Everforth Inc in Q1 2020 and held it in 6 quarters.
Pendal Group's Everforth Inc position peaked at $376K in Q3 2021.
297 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2021.

Based on Pendal Group's 13F filing for Q4 2021, filed 18 Jan 2022.