QT
EFOR

Quantamental Technologies’s Everforth Inc EFOR Stock Holding History

Quantamental Technologies’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
2020
Q1 		– Sell
-2,929
Closed -$208K – 126
2019
Q4 		$208K Sell
2,929
-1,300
-31% -$84.9K 0.11% 373
2019
Q3 		$266K Buy
4,229
+3,904
+1,201% +$241K 0.09% 388
2019
Q2 		$20K Buy
+325
New +$19.5K 0.01% 1125
2019
Q1 		– Sell
-2,198
Closed -$120K – 1463
2018
Q4 		$120K Buy
+2,198
New +$143K 0.07% 489

Other funds holding EFOR

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Quantamental Technologies's EFOR Position: Q1 2020 in Review

Quantamental Technologies sold out of Everforth Inc (EFOR) in Q1 2020, closing a stake of 2,929 shares — an estimated $208K sold.

Quantamental Technologies first reported a position in EFOR in Q4 2018 and held it in 4 quarters. The position peaked at $266K in Q3 2019. 243 funds tracked by Wall St. Rank hold EFOR as of Q1 2020.

  • Quantamental Technologies reported no remaining Everforth Inc position as of Q1 2020 after selling out during the quarter.
  • Quantamental Technologies sold 2,929 Everforth Inc shares in Q1 2020, an estimated $208K.
  • Quantamental Technologies first reported a position in Everforth Inc in Q4 2018 and held it in 4 quarters.
  • Quantamental Technologies's Everforth Inc position peaked at $266K in Q3 2019.
  • 243 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2020.

Based on Quantamental Technologies's 13F filing for Q1 2020, filed 15 May 2020.