RG
EFOR

Rathbones Group’s Everforth Inc EFOR Stock Holding History

Rathbones Group’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
-33,508
Closed -$2.38M – 326
2019
Q4 		$2.38M Sell
33,508
-8,000
-19% -$522K 0.06% 142
2019
Q3 		$2.61M Buy
41,508
+10,759
+35% +$664K 0.07% 133
2019
Q2 		$1.86M Buy
+30,749
New +$1.85M 0.06% 142

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

Rathbones Group's EFOR Position: Q1 2020 in Review

Rathbones Group sold out of Everforth Inc (EFOR) in Q1 2020, closing a stake of 33,508 shares — an estimated $2.38M sold.

Rathbones Group first reported a position in EFOR in Q2 2019 and held it in 3 quarters. The position peaked at $2.61M in Q3 2019. 243 funds tracked by Wall St. Rank hold EFOR as of Q1 2020.

  • Rathbones Group reported no remaining Everforth Inc position as of Q1 2020 after selling out during the quarter.
  • Rathbones Group sold 33,508 Everforth Inc shares in Q1 2020, an estimated $2.38M.
  • Rathbones Group first reported a position in Everforth Inc in Q2 2019 and held it in 3 quarters.
  • Rathbones Group's Everforth Inc position peaked at $2.61M in Q3 2019.
  • 243 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2020.

Based on Rathbones Group's 13F filing for Q1 2020, filed 4 May 2020.