Skandinaviska Enskilda Banken (SEB)

Skandinaviska Enskilda Banken (SEB)’s Everforth Inc EFOR Stock Holding History

Skandinaviska Enskilda Banken (SEB)’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
2025 Q3	–	Sell	-5,400	Closed	-$270K	–	796
2025 Q2	$270K	Buy	5,400 +500	+10%	+$27.3K	﹤0.01%	737
2025 Q1	$309K	Hold	4,900	–	–	﹤0.01%	723
2024 Q4	$409K	Buy	+4,900	New	+$447K	﹤0.01%	726
2021 Q4	–	Sell	-5,900	Closed	-$668K	–	1001
2021 Q3	$668K	Hold	5,900	–	–	﹤0.01%	841
2021 Q2	$572K	Hold	5,900	–	–	﹤0.01%	868
2021 Q1	$563K	Hold	5,900	–	–	﹤0.01%	910
2020 Q4	$493K	Hold	5,900	–	–	﹤0.01%	915
2020 Q3	$375K	Sell	5,900 -13,400	-69%	-$922K	﹤0.01%	857
2020 Q2	$1.29M	Buy	+19,300	New	+$1.02M	0.01%	677

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Dimensional Fund Advisors

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Fidelity Investments

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

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

Macquarie Group

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Geode Capital Management

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

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return