RHJA
EFOR

Rice Hall James & Associates’s Everforth Inc EFOR Stock Holding History

Rice Hall James & Associates’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
-2,574
Closed -$300K – 270
2022
Q1 		$300K Sell
2,574
-33
-1% -$3.74K 0.01% 275
2021
Q4 		$322K Hold
2,607
– – 0.01% 276
2021
Q3 		$295K Sell
2,607
-577
-18% -$60.7K 0.01% 279
2021
Q2 		$309K Hold
3,184
– – 0.01% 280
2021
Q1 		$304K Buy
3,184
+171
+6% +$15.8K 0.01% 277
2020
Q4 		$252K Buy
+3,013
New +$232K 0.01% 279
2019
Q2 		– Sell
-87,207
Closed -$5.54M – 275
2019
Q1 		$5.54M Sell
87,207
-172,701
-66% -$10.8M 0.18% 126
2018
Q4 		$14.2M Buy
259,908
+4,872
+2% +$318K 0.52% 71
2018
Q3 		$20.1M Sell
255,036
-3,038
-1% -$262K 0.72% 48
2018
Q2 		$20.2M Sell
258,074
-70,930
-22% -$5.8M 0.73% 43
2018
Q1 		$26.9M Sell
329,004
-101,435
-24% -$7.59M 1.05% 23
2017
Q4 		$27.7M Sell
430,439
-95,870
-18% -$5.8M 1.09% 15
2017
Q3 		$28.3M Sell
526,309
-25,073
-5% -$1.25M 1.25% 12
2017
Q2 		$29.9M Buy
551,382
+873
+0.2% +$44.8K 1.3% 10
2017
Q1 		$26.7M Buy
+550,509
New +$25.5M 1.3% 7

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

Rice Hall James & Associates's EFOR Position: Q2 2022 in Review

Rice Hall James & Associates sold out of Everforth Inc (EFOR) in Q2 2022, closing a stake of 2,574 shares — an estimated $300K sold.

Rice Hall James & Associates first reported a position in EFOR in Q1 2017 and held it in 15 quarters. The position peaked at $29.9M in Q2 2017. 289 funds tracked by Wall St. Rank hold EFOR as of Q2 2022.

  • Rice Hall James & Associates reported no remaining Everforth Inc position as of Q2 2022 after selling out during the quarter.
  • Rice Hall James & Associates sold 2,574 Everforth Inc shares in Q2 2022, an estimated $300K.
  • Rice Hall James & Associates first reported a position in Everforth Inc in Q1 2017 and held it in 15 quarters.
  • Rice Hall James & Associates's Everforth Inc position peaked at $29.9M in Q2 2017.
  • 289 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2022.

Based on Rice Hall James & Associates's 13F filing for Q2 2022, filed 8 Aug 2022.