VNIM
EFOR

Vaughan Nelson Investment Management’s Everforth Inc EFOR Stock Holding History

Vaughan Nelson Investment 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
2024
Q3 		– Sell
-580,937
Closed -$51.2M – 206
2024
Q2 		$51.2M Buy
580,937
+35,165
+6% +$3.36M 0.47% 64
2024
Q1 		$57.2M Buy
545,772
+70,850
+15% +$6.85M 0.5% 59
2023
Q4 		$45.7M Buy
474,922
+19,330
+4% +$1.69M 0.46% 65
2023
Q3 		$37.2M Buy
455,592
+10,935
+2% +$871K 0.42% 68
2023
Q2 		$33.6M Sell
444,657
-120,036
-21% -$8.63M 0.37% 80
2023
Q1 		$46.7M Sell
564,693
-11,250
-2% -$976K 0.58% 48
2022
Q4 		$46.9M Buy
575,943
+4,960
+0.9% +$435K 0.61% 44
2022
Q3 		$51.6M Buy
570,983
+22,155
+4% +$2.15M 0.75% 34
2022
Q2 		$49.5M Sell
548,828
-12,085
-2% -$1.24M 0.67% 42
2022
Q1 		$65.5M Sell
560,913
-17,140
-3% -$1.94M 0.74% 37
2021
Q4 		$71.3M Sell
578,053
-183,590
-24% -$22.4M 0.73% 36
2021
Q3 		$86.2M Buy
761,643
+33,480
+5% +$3.52M 0.88% 34
2021
Q2 		$70.6M Sell
728,163
-5,745
-0.8% -$587K 0.72% 42
2021
Q1 		$70M Buy
733,908
+75,450
+11% +$6.97M 0.75% 49
2020
Q4 		$55M Buy
658,458
+2,515
+0.4% +$193K 0.64% 54
2020
Q3 		$41.7M Sell
655,943
-74,940
-10% -$5.16M 0.58% 50
2020
Q2 		$48.7M Buy
730,883
+70,788
+11% +$3.76M 0.7% 43
2020
Q1 		$23.3M Buy
660,095
+448,820
+212% +$25.4M 0.4% 89
2019
Q4 		$15M Buy
+211,275
New +$13.8M 0.19% 143

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Vaughan Nelson Investment Management's EFOR Position: Q3 2024 in Review

Vaughan Nelson Investment Management sold out of Everforth Inc (EFOR) in Q3 2024, closing a stake of 580,937 shares — an estimated $51.2M sold.

Vaughan Nelson Investment Management first reported a position in EFOR in Q4 2019 and held it in 19 quarters. The position peaked at $86.2M in Q3 2021. 296 funds tracked by Wall St. Rank hold EFOR as of Q3 2024.

  • Vaughan Nelson Investment Management reported no remaining Everforth Inc position as of Q3 2024 after selling out during the quarter.
  • Vaughan Nelson Investment Management sold 580,937 Everforth Inc shares in Q3 2024, an estimated $51.2M.
  • Vaughan Nelson Investment Management first reported a position in Everforth Inc in Q4 2019 and held it in 19 quarters.
  • Vaughan Nelson Investment Management's Everforth Inc position peaked at $86.2M in Q3 2021.
  • 296 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2024.

Based on Vaughan Nelson Investment Management's 13F filing for Q3 2024, filed 6 Nov 2024.