Sumitomo Mitsui Trust Group
EFOR

Sumitomo Mitsui Trust Group’s Everforth Inc EFOR Stock Holding History

Sumitomo Mitsui Trust 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
2022
Q4 		– Sell
-11,801
Closed -$1.07M – 1187
2022
Q3 		$1.07M Buy
11,801
+729
+7% +$70.7K ﹤0.01% 1023
2022
Q2 		$999K Hold
11,072
– – ﹤0.01% 1046
2022
Q1 		$1.29M Hold
11,072
– – ﹤0.01% 1016
2021
Q4 		$1.37M Buy
+11,072
New +$1.35M ﹤0.01% 998
2021
Q3 		– Sell
-13,560
Closed -$1.31M – 1183
2021
Q2 		$1.31M Buy
+13,560
New +$1.39M ﹤0.01% 1006

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
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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sumitomo Mitsui Trust Group's EFOR Position: Q4 2022 in Review

Sumitomo Mitsui Trust Group sold out of Everforth Inc (EFOR) in Q4 2022, closing a stake of 11,801 shares — an estimated $1.07M sold.

Sumitomo Mitsui Trust Group first reported a position in EFOR in Q2 2021 and held it in 5 quarters. The position peaked at $1.37M in Q4 2021. 270 funds tracked by Wall St. Rank hold EFOR as of Q4 2022.

  • Sumitomo Mitsui Trust Group reported no remaining Everforth Inc position as of Q4 2022 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 11,801 Everforth Inc shares in Q4 2022, an estimated $1.07M.
  • Sumitomo Mitsui Trust Group first reported a position in Everforth Inc in Q2 2021 and held it in 5 quarters.
  • Sumitomo Mitsui Trust Group's Everforth Inc position peaked at $1.37M in Q4 2021.
  • 270 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2022.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q4 2022, filed 30 Jan 2023.