SRAM
EFOR

Stone Ridge Asset Management’s Everforth Inc EFOR Stock Holding History

Stone Ridge 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
2020
Q3 		– Sell
-11,849
Closed -$790K – 35
2020
Q2 		$790K Buy
11,849
+300
+3% +$15.9K 0.13% 157
2020
Q1 		$408K Sell
11,549
-4,600
-28% -$261K 0.04% 440
2019
Q4 		$1.15M Sell
16,149
-1,300
-7% -$84.9K 0.07% 358
2019
Q3 		$1.1M Buy
17,449
+200
+1% +$12.3K 0.07% 375
2019
Q2 		$1.04M Sell
17,249
-100
-0.6% -$6.01K 0.06% 404
2019
Q1 		$1.1M Buy
17,349
+100
+0.6% +$6.25K 0.06% 395
2018
Q4 		$940K Buy
17,249
+171
+1% +$11.1K 0.06% 446
2018
Q3 		$1.35M Hold
17,078
– – 0.07% 328
2018
Q2 		$1.33M Hold
17,078
– – 0.08% 295
2018
Q1 		$1.4M Hold
17,078
– – 0.08% 261
2017
Q4 		$1.1M Buy
+17,078
New +$1.03M 0.07% 345

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Stone Ridge Asset Management's EFOR Position: Q3 2020 in Review

Stone Ridge Asset Management sold out of Everforth Inc (EFOR) in Q3 2020, closing a stake of 11,849 shares — an estimated $790K sold.

Stone Ridge Asset Management first reported a position in EFOR in Q4 2017 and held it in 11 quarters. The position peaked at $1.4M in Q1 2018. 273 funds tracked by Wall St. Rank hold EFOR as of Q3 2020.

  • Stone Ridge Asset Management reported no remaining Everforth Inc position as of Q3 2020 after selling out during the quarter.
  • Stone Ridge Asset Management sold 11,849 Everforth Inc shares in Q3 2020, an estimated $790K.
  • Stone Ridge Asset Management first reported a position in Everforth Inc in Q4 2017 and held it in 11 quarters.
  • Stone Ridge Asset Management's Everforth Inc position peaked at $1.4M in Q1 2018.
  • 273 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2020.

Based on Stone Ridge Asset Management's 13F filing for Q3 2020.