SRAM
EFOR

Spouting Rock Asset Management’s Everforth Inc EFOR Stock Holding History

Spouting Rock Asset Management’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
2021
Q3 		– Sell
-9,770
Closed -$947K – 109
2021
Q2 		$947K Sell
9,770
-3,676
-27% -$376K 0.29% 110
2021
Q1 		$1.28M Sell
13,446
-29
-0.2% -$2.68K 0.4% 85
2020
Q4 		$1.13M Buy
13,475
+690
+5% +$53.1K 0.36% 98
2020
Q3 		$813K Buy
12,785
+5,066
+66% +$349K 0.39% 90
2020
Q2 		$515K Sell
7,719
-4,276
-36% -$227K 0.24% 112
2020
Q1 		$362K Sell
11,995
-28,025
-70% -$1.59M 0.25% 87
2019
Q4 		$2.71M Buy
+40,020
New +$2.61M 0.69% 35

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Spouting Rock Asset Management's EFOR Position: Q3 2021 in Review

Spouting Rock Asset Management sold out of Everforth Inc (EFOR) in Q3 2021, closing a stake of 9,770 shares — an estimated $947K sold.

Spouting Rock Asset Management first reported a position in EFOR in Q4 2019 and held it in 7 quarters. The position peaked at $2.71M in Q4 2019. 249 funds tracked by Wall St. Rank hold EFOR as of Q3 2021.

  • Spouting Rock Asset Management reported no remaining Everforth Inc position as of Q3 2021 after selling out during the quarter.
  • Spouting Rock Asset Management sold 9,770 Everforth Inc shares in Q3 2021, an estimated $947K.
  • Spouting Rock Asset Management first reported a position in Everforth Inc in Q4 2019 and held it in 7 quarters.
  • Spouting Rock Asset Management's Everforth Inc position peaked at $2.71M in Q4 2019.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2021.

Based on Spouting Rock Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.