QIM
EFOR

Quantitative Investment Management’s Everforth Inc EFOR Stock Holding History

Quantitative Investment 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
-4,259
Closed -$481K – 251
2021
Q3 		$481K Buy
+4,259
New +$448K 0.04% 283

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Quantitative Investment Management's EFOR Position: Q4 2021 in Review

Quantitative Investment Management sold out of Everforth Inc (EFOR) in Q4 2021, closing a stake of 4,259 shares — an estimated $481K sold.

Quantitative Investment Management first reported a position in EFOR in Q3 2021 and held it in 1 quarter. The position peaked at $481K in Q3 2021. 297 funds tracked by Wall St. Rank hold EFOR as of Q4 2021.

  • Quantitative Investment Management reported no remaining Everforth Inc position as of Q4 2021 after selling out during the quarter.
  • Quantitative Investment Management sold 4,259 Everforth Inc shares in Q4 2021, an estimated $481K.
  • Quantitative Investment Management first reported a position in Everforth Inc in Q3 2021 and held it in 1 quarter.
  • Quantitative Investment Management's Everforth Inc position peaked at $481K in Q3 2021.
  • 297 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2021.

Based on Quantitative Investment Management's 13F filing for Q4 2021, filed 14 Feb 2022.