PAM
EFOR

Premier Asset Management’s Everforth Inc EFOR Stock Holding History

Premier 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
Q4 		– Sell
-2,926
Closed -$331K – 135
2021
Q3 		$331K Sell
2,926
-9,279
-76% -$977K 0.05% 133
2021
Q2 		$1.18M Buy
12,205
+2,671
+28% +$273K 0.17% 82
2021
Q1 		$910K Buy
9,534
+2,134
+29% +$197K 0.16% 89
2020
Q4 		$618K Buy
7,400
+1,888
+34% +$145K 0.13% 92
2020
Q3 		$350K Buy
5,512
+311
+6% +$21.4K 0.09% 103
2020
Q2 		$347K Buy
+5,201
New +$276K 0.12% 86

Other funds holding EFOR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Premier Asset Management's EFOR Position: Q4 2021 in Review

Premier Asset Management sold out of Everforth Inc (EFOR) in Q4 2021, closing a stake of 2,926 shares — an estimated $331K sold.

Premier Asset Management first reported a position in EFOR in Q2 2020 and held it in 6 quarters. The position peaked at $1.18M in Q2 2021. 297 funds tracked by Wall St. Rank hold EFOR as of Q4 2021.

  • Premier Asset Management reported no remaining Everforth Inc position as of Q4 2021 after selling out during the quarter.
  • Premier Asset Management sold 2,926 Everforth Inc shares in Q4 2021, an estimated $331K.
  • Premier Asset Management first reported a position in Everforth Inc in Q2 2020 and held it in 6 quarters.
  • Premier Asset Management's Everforth Inc position peaked at $1.18M in Q2 2021.
  • 297 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2021.

Based on Premier Asset Management's 13F filing for Q4 2021, filed 10 Feb 2022.