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

Other funds holding EFOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

THB Asset Management's EFOR Position: Q4 2020 in Review

THB Asset Management reduced its Everforth Inc (EFOR) stake by 16% in Q4 2020, selling an estimated $95.2K and leaving 6,383 shares worth $533K. The position accounts for 0.12% of the portfolio, ranked #143.

THB Asset Management first reported a position in EFOR in Q1 2019 and has held it in 8 quarters since. The position peaked at $605K in Q4 2019. 272 funds tracked by Wall St. Rank hold EFOR as of Q4 2020.

  • THB Asset Management held 6,383 shares of Everforth Inc worth $533K as of Q4 2020.
  • THB Asset Management sold 1,238 Everforth Inc shares in Q4 2020, an estimated $95.2K.
  • Everforth Inc made up 0.12% of THB Asset Management's portfolio in Q4 2020, its #143 holding.
  • THB Asset Management first reported a position in Everforth Inc in Q1 2019 and has held it in 8 quarters since.
  • THB Asset Management's Everforth Inc position peaked at $605K in Q4 2019.
  • 272 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2020.

Based on THB Asset Management's 13F filing for Q4 2020, filed 5 Feb 2021.