USAA
EFOR

United Services Automobile Association’s Everforth Inc EFOR Stock Holding History

United Services Automobile Association’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
2019
Q3 		– Sell
-8,174
Closed -$495K – 533
2019
Q2 		$495K Hold
8,174
– – ﹤0.01% 1630
2019
Q1 		$519K Sell
8,174
-1,479
-15% -$92.5K ﹤0.01% 1616
2018
Q4 		$526K Sell
9,653
-103
-1% -$6.71K ﹤0.01% 1540
2018
Q3 		$770K Buy
+9,756
New +$843K ﹤0.01% 1470
2018
Q2 		– Sell
-8,671
Closed -$710K – 2302
2018
Q1 		$710K Buy
+8,671
New +$649K ﹤0.01% 1549
2016
Q3 		– Sell
-6,260
Closed -$231K – 1302
2016
Q2 		$231K Hold
6,260
– – ﹤0.01% 1256
2016
Q1 		$231K Hold
6,260
– – ﹤0.01% 1263
2015
Q4 		$281K Buy
+6,260
New +$274K ﹤0.01% 1310

Other funds holding EFOR

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

United Services Automobile Association's EFOR Position: Q3 2019 in Review

United Services Automobile Association sold out of Everforth Inc (EFOR) in Q3 2019, closing a stake of 8,174 shares — an estimated $495K sold.

United Services Automobile Association first reported a position in EFOR in Q4 2015 and held it in 8 quarters. The position peaked at $770K in Q3 2018. 267 funds tracked by Wall St. Rank hold EFOR as of Q3 2019.

  • United Services Automobile Association reported no remaining Everforth Inc position as of Q3 2019 after selling out during the quarter.
  • United Services Automobile Association sold 8,174 Everforth Inc shares in Q3 2019, an estimated $495K.
  • United Services Automobile Association first reported a position in Everforth Inc in Q4 2015 and held it in 8 quarters.
  • United Services Automobile Association's Everforth Inc position peaked at $770K in Q3 2018.
  • 267 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2019.

Based on United Services Automobile Association's 13F filing for Q3 2019, filed 13 Nov 2019.