QSS
EFOR

Quantitative Systematic Strategies’s Everforth Inc EFOR Stock Holding History

Quantitative Systematic Strategies’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
2019
Q4 		– Sell
-8,073
Closed -$507K – 541
2019
Q3 		$507K Sell
8,073
-705
-8% -$43.5K 0.12% 235
2019
Q2 		$532K Buy
8,778
+4,994
+132% +$300K 0.1% 241
2019
Q1 		$240K Buy
+3,784
New +$237K 0.06% 288

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Quantitative Systematic Strategies's EFOR Position: Q4 2019 in Review

Quantitative Systematic Strategies sold out of Everforth Inc (EFOR) in Q4 2019, closing a stake of 8,073 shares — an estimated $507K sold.

Quantitative Systematic Strategies first reported a position in EFOR in Q1 2019 and held it in 3 quarters. The position peaked at $532K in Q2 2019. 267 funds tracked by Wall St. Rank hold EFOR as of Q4 2019.

  • Quantitative Systematic Strategies reported no remaining Everforth Inc position as of Q4 2019 after selling out during the quarter.
  • Quantitative Systematic Strategies sold 8,073 Everforth Inc shares in Q4 2019, an estimated $507K.
  • Quantitative Systematic Strategies first reported a position in Everforth Inc in Q1 2019 and held it in 3 quarters.
  • Quantitative Systematic Strategies's Everforth Inc position peaked at $532K in Q2 2019.
  • 267 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2019.

Based on Quantitative Systematic Strategies's 13F filing for Q4 2019, filed 11 Feb 2020.