SBH
EFOR

Segall Bryant & Hamill’s Everforth Inc EFOR Stock Holding History

Segall Bryant & Hamill’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
2023
Q2 		– Sell
-85,390
Closed -$7.06M – 707
2023
Q1 		$7.06M Buy
85,390
+1,055
+1% +$91.5K 0.08% 286
2022
Q4 		$6.87M Buy
84,335
+5,837
+7% +$512K 0.08% 278
2022
Q3 		$7.09M Buy
78,498
+1,552
+2% +$151K 0.08% 258
2022
Q2 		$6.94M Buy
76,946
+22,764
+42% +$2.33M 0.08% 259
2022
Q1 		$6.32M Buy
54,182
+134
+0.2% +$15.2K 0.06% 285
2021
Q4 		$6.67M Buy
54,048
+2,515
+5% +$308K 0.06% 266
2021
Q3 		$5.83M Buy
51,533
+1,370
+3% +$144K 0.06% 304
2021
Q2 		$4.86M Sell
50,163
-110,350
-69% -$11.3M 0.05% 340
2021
Q1 		$15.3M Buy
160,513
+112,553
+235% +$10.4M 0.15% 163
2020
Q4 		$4.01M Sell
47,960
-875
-2% -$67.3K 0.04% 331
2020
Q3 		$3.1M Buy
48,835
+35,431
+264% +$2.44M 0.04% 328
2020
Q2 		$894K Buy
+13,404
New +$711K 0.02% 464

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Segall Bryant & Hamill's EFOR Position: Q2 2023 in Review

Segall Bryant & Hamill sold out of Everforth Inc (EFOR) in Q2 2023, closing a stake of 85,390 shares — an estimated $7.06M sold.

Segall Bryant & Hamill first reported a position in EFOR in Q2 2020 and held it in 12 quarters. The position peaked at $15.3M in Q1 2021. 250 funds tracked by Wall St. Rank hold EFOR as of Q2 2023.

  • Segall Bryant & Hamill reported no remaining Everforth Inc position as of Q2 2023 after selling out during the quarter.
  • Segall Bryant & Hamill sold 85,390 Everforth Inc shares in Q2 2023, an estimated $7.06M.
  • Segall Bryant & Hamill first reported a position in Everforth Inc in Q2 2020 and held it in 12 quarters.
  • Segall Bryant & Hamill's Everforth Inc position peaked at $15.3M in Q1 2021.
  • 250 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2023.

Based on Segall Bryant & Hamill's 13F filing for Q2 2023, filed 14 Aug 2023.