PAMU
EFOR

Pictet Asset Management (UK)’s Everforth Inc EFOR Stock Holding History

Pictet Asset Management (UK)’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 		$43.2M Buy
445,860
+34,497
+8% +$3.52M 0.05% 373
2021
Q1 		$39.3M Buy
411,363
+156,918
+62% +$14.5M 0.05% 381
2020
Q4 		$21.3M Buy
254,445
+250,245
+5,958% +$19.2M 0.03% 465
2020
Q3 		$267K Buy
+4,200
New +$289K ﹤0.01% 1286

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

Pictet Asset Management (UK)'s EFOR Position: Q2 2021 in Review

Pictet Asset Management (UK) increased its Everforth Inc (EFOR) stake by 8.4% in Q2 2021, buying an estimated $3.52M and bringing the position to 445,860 shares worth $43.2M. The position accounts for 0.05% of the portfolio, ranked #373.

Pictet Asset Management (UK) first reported a position in EFOR in Q3 2020 and has held it in 4 quarters since. 268 funds tracked by Wall St. Rank hold EFOR as of Q2 2021.

  • Pictet Asset Management (UK) held 445,860 shares of Everforth Inc worth $43.2M as of Q2 2021.
  • Pictet Asset Management (UK) bought 34,497 Everforth Inc shares in Q2 2021, an estimated $3.52M.
  • Everforth Inc made up 0.05% of Pictet Asset Management (UK)'s portfolio in Q2 2021, its #373 holding.
  • Pictet Asset Management (UK) first reported a position in Everforth Inc in Q3 2020 and has held it in 4 quarters since.
  • 268 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2021.

Based on Pictet Asset Management (UK)'s 13F filing for Q2 2021, filed 16 Aug 2021.