SLG
EFOR

Stanley-Laman Group’s Everforth Inc EFOR Stock Holding History

Stanley-Laman Group’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
Q4 		– Sell
-20,501
Closed -$2.32M – 262
2021
Q3 		$2.32M Buy
20,501
+1,170
+6% +$123K 0.3% 103
2021
Q2 		$1.87M Buy
19,331
+1,051
+6% +$107K 0.27% 122
2021
Q1 		$1.75M Buy
18,280
+1,090
+6% +$101K 0.29% 111
2020
Q4 		$1.44M Buy
17,190
+1,217
+8% +$93.6K 0.25% 119
2020
Q3 		$1.01M Buy
15,973
+541
+4% +$37.2K 0.22% 126
2020
Q2 		$1.03M Buy
15,432
+327
+2% +$17.3K 0.25% 113
2020
Q1 		$534K Buy
+15,105
New +$856K 0.16% 170

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Stanley-Laman Group's EFOR Position: Q4 2021 in Review

Stanley-Laman Group sold out of Everforth Inc (EFOR) in Q4 2021, closing a stake of 20,501 shares — an estimated $2.32M sold.

Stanley-Laman Group first reported a position in EFOR in Q1 2020 and held it in 7 quarters. The position peaked at $2.32M in Q3 2021. 297 funds tracked by Wall St. Rank hold EFOR as of Q4 2021.

  • Stanley-Laman Group reported no remaining Everforth Inc position as of Q4 2021 after selling out during the quarter.
  • Stanley-Laman Group sold 20,501 Everforth Inc shares in Q4 2021, an estimated $2.32M.
  • Stanley-Laman Group first reported a position in Everforth Inc in Q1 2020 and held it in 7 quarters.
  • Stanley-Laman Group's Everforth Inc position peaked at $2.32M in Q3 2021.
  • 297 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2021.

Based on Stanley-Laman Group's 13F filing for Q4 2021, filed 25 Jan 2022.