SFI
EFOR

Susquehanna Fundamental Investments’s Everforth Inc EFOR Stock Holding History

Susquehanna Fundamental Investments’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
-5,651
Closed -$639K – 1425
2021
Q3 		$639K Sell
5,651
-7,702
-58% -$811K 0.01% 1087
2021
Q2 		$1.29M Hold
13,353
– – 0.02% 742
2021
Q1 		$1.27M Hold
13,353
– – 0.02% 793
2020
Q4 		$1.11M Buy
13,353
+5,651
+73% +$435K 0.02% 831
2020
Q3 		$490K Buy
+7,702
New +$530K 0.01% 883

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

Susquehanna Fundamental Investments's EFOR Position: Q4 2021 in Review

Susquehanna Fundamental Investments sold out of Everforth Inc (EFOR) in Q4 2021, closing a stake of 5,651 shares — an estimated $639K sold.

Susquehanna Fundamental Investments first reported a position in EFOR in Q3 2020 and held it in 5 quarters. The position peaked at $1.29M in Q2 2021. 297 funds tracked by Wall St. Rank hold EFOR as of Q4 2021.

  • Susquehanna Fundamental Investments reported no remaining Everforth Inc position as of Q4 2021 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 5,651 Everforth Inc shares in Q4 2021, an estimated $639K.
  • Susquehanna Fundamental Investments first reported a position in Everforth Inc in Q3 2020 and held it in 5 quarters.
  • Susquehanna Fundamental Investments's Everforth Inc position peaked at $1.29M in Q2 2021.
  • 297 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2021.

Based on Susquehanna Fundamental Investments's 13F filing for Q4 2021, filed 14 Feb 2022.