P8IP
EFOR

Pier 88 Investment Partners’s Everforth Inc EFOR Stock Holding History

Pier 88 Investment 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
2021
Q3 		– Sell
-11,580
Closed -$1.12M – 116
2021
Q2 		$1.12M Sell
11,580
-1,600
-12% -$163K 0.32% 73
2021
Q1 		$1.26M Sell
13,180
-235
-2% -$21.7K 0.43% 51
2020
Q4 		$1.12M Sell
13,415
-14,245
-52% -$1.1M 0.36% 49
2020
Q3 		$1.76M Buy
27,660
+10,090
+57% +$694K 0.53% 41
2020
Q2 		$1.17M Buy
17,570
+3,505
+25% +$186K 0.33% 75
2020
Q1 		$497K Buy
14,065
+760
+6% +$43.1K 0.18% 77
2019
Q4 		$944K Sell
13,305
-5,000
-27% -$326K 0.37% 38
2019
Q3 		$1.15M Hold
18,305
– – 0.45% 35
2019
Q2 		$1.11M Buy
18,305
+5,020
+38% +$302K 0.47% 37
2019
Q1 		$843K Buy
13,285
+2,470
+23% +$154K 0.39% 46
2018
Q4 		$589K Buy
10,815
+2,375
+28% +$155K 0.3% 47
2018
Q3 		$666K Sell
8,440
-305
-3% -$26.3K 0.29% 48
2018
Q2 		$684K Buy
+8,745
New +$715K 0.32% 46

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

Pier 88 Investment Partners's EFOR Position: Q3 2021 in Review

Pier 88 Investment Partners sold out of Everforth Inc (EFOR) in Q3 2021, closing a stake of 11,580 shares — an estimated $1.12M sold.

Pier 88 Investment Partners first reported a position in EFOR in Q2 2018 and held it in 13 quarters. The position peaked at $1.76M in Q3 2020. 249 funds tracked by Wall St. Rank hold EFOR as of Q3 2021.

  • Pier 88 Investment Partners reported no remaining Everforth Inc position as of Q3 2021 after selling out during the quarter.
  • Pier 88 Investment Partners sold 11,580 Everforth Inc shares in Q3 2021, an estimated $1.12M.
  • Pier 88 Investment Partners first reported a position in Everforth Inc in Q2 2018 and held it in 13 quarters.
  • Pier 88 Investment Partners's Everforth Inc position peaked at $1.76M in Q3 2020.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2021.

Based on Pier 88 Investment Partners's 13F filing for Q3 2021, filed 12 Nov 2021.