PMA
EFOR

Prudent Man Advisors’s Everforth Inc EFOR Stock Holding History

Prudent Man Advisors’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
-1,932
Closed -$225K – 162
2022
Q1 		$225K Sell
1,932
-120
-6% -$13.6K 0.09% 163
2021
Q4 		$253K Sell
2,052
-387
-16% -$47.3K 0.1% 155
2021
Q3 		$276K Sell
2,439
-5
-0.2% -$526 0.1% 154
2021
Q2 		$237K Sell
2,444
-7
-0.3% -$715 0.09% 180
2021
Q1 		$234K Buy
2,451
+7
+0.3% +$647 0.1% 174
2020
Q4 		$204K Buy
+2,444
New +$188K 0.09% 174

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

Prudent Man Advisors's EFOR Position: Q2 2022 in Review

Prudent Man Advisors sold out of Everforth Inc (EFOR) in Q2 2022, closing a stake of 1,932 shares — an estimated $225K sold.

Prudent Man Advisors first reported a position in EFOR in Q4 2020 and held it in 6 quarters. The position peaked at $276K in Q3 2021. 289 funds tracked by Wall St. Rank hold EFOR as of Q2 2022.

  • Prudent Man Advisors reported no remaining Everforth Inc position as of Q2 2022 after selling out during the quarter.
  • Prudent Man Advisors sold 1,932 Everforth Inc shares in Q2 2022, an estimated $225K.
  • Prudent Man Advisors first reported a position in Everforth Inc in Q4 2020 and held it in 6 quarters.
  • Prudent Man Advisors's Everforth Inc position peaked at $276K in Q3 2021.
  • 289 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2022.

Based on Prudent Man Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.