Verdad Advisers’s Everforth Inc EFOR Stock Holding History

Verdad Advisers’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
2021 Q2	–	Sell	-115,000	Closed	-$11M	–	26
2021 Q1	$11M	Hold	115,000	–	–	3.5%	9
2020 Q4	$9.61M	Buy	+115,000	New	+$8.84M	3.62%	8

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

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

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

Verdad Advisers's EFOR Position: Q2 2021 in Review

Verdad Advisers sold out of Everforth Inc (EFOR) in Q2 2021, closing a stake of 115,000 shares — an estimated $11M sold.

Verdad Advisers first reported a position in EFOR in Q4 2020 and held it in 2 quarters. The position peaked at $11M in Q1 2021. 268 funds tracked by Wall St. Rank hold EFOR as of Q2 2021.

Verdad Advisers reported no remaining Everforth Inc position as of Q2 2021 after selling out during the quarter.
Verdad Advisers sold 115,000 Everforth Inc shares in Q2 2021, an estimated $11M.
Verdad Advisers first reported a position in Everforth Inc in Q4 2020 and held it in 2 quarters.
Verdad Advisers's Everforth Inc position peaked at $11M in Q1 2021.
268 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2021.

Based on Verdad Advisers's 13F filing for Q2 2021, filed 10 Aug 2021.