Sandy Spring Bank’s Everforth Inc EFOR Stock Holding History

Sandy Spring Bank’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
2024 Q1	–	Sell	-20	Closed	-$1.92K	–	1246
2023 Q4	$1.92K	Buy	+20	New	+$1.75K	﹤0.01%	1021

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sandy Spring Bank's EFOR Position: Q1 2024 in Review

Sandy Spring Bank sold out of Everforth Inc (EFOR) in Q1 2024, closing a stake of 20 shares — an estimated $1.92K sold.

Sandy Spring Bank first reported a position in EFOR in Q4 2023 and held it in 1 quarter. The position peaked at $1.92K in Q4 2023. 281 funds tracked by Wall St. Rank hold EFOR as of Q1 2024.

Sandy Spring Bank reported no remaining Everforth Inc position as of Q1 2024 after selling out during the quarter.
Sandy Spring Bank sold 20 Everforth Inc shares in Q1 2024, an estimated $1.92K.
Sandy Spring Bank first reported a position in Everforth Inc in Q4 2023 and held it in 1 quarter.
Sandy Spring Bank's Everforth Inc position peaked at $1.92K in Q4 2023.
281 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2024.

Based on Sandy Spring Bank's 13F filing for Q1 2024, filed 8 May 2024.