TAM
EFOR

THB Asset Management’s Everforth Inc EFOR Stock Holding History

THB 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
Q4 		$533K Sell
6,383
-1,238
-16% -$95.2K 0.12% 143
2020
Q3 		$484K Buy
7,621
+3
+0% +$206 0.13% 140
2020
Q2 		$507K Sell
7,618
-916
-11% -$48.6K 0.15% 135
2020
Q1 		$301K Hold
8,534
– – 0.09% 144
2019
Q4 		$605K Hold
8,534
– – 0.11% 131
2019
Q3 		$536K Sell
8,534
-10
-0.1% -$618 0.1% 134
2019
Q2 		$517K Hold
8,544
– – 0.08% 135
2019
Q1 		$542K Buy
+8,544
New +$534K 0.08% 132

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Boston Partners
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Invesco
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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
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Macquarie Group
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return