Trellus Management Company’s Everforth Inc EFOR Stock Holding History

Trellus Management Company’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 Q2	–	Sell	-7,800	Closed	-$275K	–	56
2020 Q1	$275K	Buy	+7,800	New	+$442K	0.49%	50

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Trellus Management Company's EFOR Position: Q2 2020 in Review

Trellus Management Company sold out of Everforth Inc (EFOR) in Q2 2020, closing a stake of 7,800 shares — an estimated $275K sold.

Trellus Management Company first reported a position in EFOR in Q1 2020 and held it in 1 quarter. The position peaked at $275K in Q1 2020. 248 funds tracked by Wall St. Rank hold EFOR as of Q2 2020.

Trellus Management Company reported no remaining Everforth Inc position as of Q2 2020 after selling out during the quarter.
Trellus Management Company sold 7,800 Everforth Inc shares in Q2 2020, an estimated $275K.
Trellus Management Company first reported a position in Everforth Inc in Q1 2020 and held it in 1 quarter.
Trellus Management Company's Everforth Inc position peaked at $275K in Q1 2020.
248 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2020.

Based on Trellus Management Company's 13F filing for Q2 2020, filed 12 Aug 2020.