Wellington Management Group
EFOR

Wellington Management Group’s Everforth Inc EFOR Stock Holding History

Wellington Management Group’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
2023
Q2 		– Sell
-283,832
Closed -$23.5M – 1812
2023
Q1 		$23.5M Sell
283,832
-115,670
-29% -$10M ﹤0.01% 894
2022
Q4 		$32.6M Sell
399,502
-66
-0% -$5.79K 0.01% 801
2022
Q3 		$36.1M Sell
399,568
-80,674
-17% -$7.82M 0.01% 744
2022
Q2 		$43.3M Sell
480,242
-77,950
-14% -$7.99M 0.01% 717
2022
Q1 		$65.1M Sell
558,192
-30,729
-5% -$3.48M 0.01% 678
2021
Q4 		$72.7M Sell
588,921
-21,851
-4% -$2.67M 0.01% 716
2021
Q3 		$69.1M Buy
610,772
+77,196
+14% +$8.12M 0.01% 722
2021
Q2 		$51.7M Sell
533,576
-11,198
-2% -$1.14M 0.01% 814
2021
Q1 		$52M Buy
544,774
+11,410
+2% +$1.05M 0.01% 781
2020
Q4 		$44.6M Sell
533,364
-17,573
-3% -$1.35M 0.01% 795
2020
Q3 		$35M Sell
550,937
-39,550
-7% -$2.72M 0.01% 794
2020
Q2 		$39.4M Sell
590,487
-205,790
-26% -$10.9M 0.01% 757
2020
Q1 		$28.1M Sell
796,277
-23,842
-3% -$1.35M 0.01% 787
2019
Q4 		$58.2M Buy
820,119
+1,039
+0.1% +$67.8K 0.01% 718
2019
Q3 		$51.5M Buy
819,080
+61,038
+8% +$3.77M 0.01% 719
2019
Q2 		$45.9M Buy
758,042
+40,306
+6% +$2.42M 0.01% 782
2019
Q1 		$45.6M Sell
717,736
-962
-0.1% -$60.1K 0.01% 770
2018
Q4 		$39.2M Buy
718,698
+82,825
+13% +$5.4M 0.01% 787
2018
Q3 		$50.2M Buy
635,873
+13,138
+2% +$1.13M 0.01% 800
2018
Q2 		$48.7M Buy
622,735
+24,748
+4% +$2.02M 0.01% 800
2018
Q1 		$49M Sell
597,987
-24,636
-4% -$1.84M 0.01% 786
2017
Q4 		$40M Buy
622,623
+4,220
+0.7% +$255K 0.01% 838
2017
Q3 		$33.2M Sell
618,403
-27,045
-4% -$1.35M 0.01% 890
2017
Q2 		$35M Sell
645,448
-51,454
-7% -$2.64M 0.01% 835
2017
Q1 		$33.8M Sell
696,902
-9,587
-1% -$444K 0.01% 856
2016
Q4 		$31.2M Buy
706,489
+41,025
+6% +$1.63M 0.01% 860
2016
Q3 		$24.1M Buy
665,464
+9,439
+1% +$351K 0.01% 921
2016
Q2 		$24.2M Buy
656,025
+53,866
+9% +$1.98M 0.01% 884
2016
Q1 		$22.2M Sell
602,159
-6,090
-1% -$215K 0.01% 893
2015
Q4 		$27.3M Buy
608,249
+15,416
+3% +$674K 0.01% 859
2015
Q3 		$21.9M Buy
592,833
+54,853
+10% +$2.08M 0.01% 937
2015
Q2 		$21.1M Sell
537,980
-359,120
-40% -$13.7M 0.01% 1004
2015
Q1 		$34.4M Sell
897,100
-182,998
-17% -$6.67M 0.01% 847
2014
Q4 		$35.8M Buy
1,080,098
+341,470
+46% +$10.3M 0.01% 833
2014
Q3 		$19.8M Buy
738,628
+276,201
+60% +$8.57M 0.01% 1022
2014
Q2 		$16.4M Sell
462,427
-19,282
-4% -$690K ﹤0.01% 1096
2014
Q1 		$18.6M Sell
481,709
-679,795
-59% -$22.8M 0.01% 1052
2013
Q4 		$40.6M Sell
1,161,504
-241,751
-17% -$8.06M 0.01% 797
2013
Q3 		$46.3M Sell
1,403,255
-207,392
-13% -$6.43M 0.01% 721
2013
Q2 		$43M Buy
+1,610,647
New +$40.5M 0.01% 738

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
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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Wellington Management Group's EFOR Position: Q2 2023 in Review

Wellington Management Group sold out of Everforth Inc (EFOR) in Q2 2023, closing a stake of 283,832 shares — an estimated $23.5M sold.

Wellington Management Group first reported a position in EFOR in Q2 2013 and held it in 40 quarters. The position peaked at $72.7M in Q4 2021. 250 funds tracked by Wall St. Rank hold EFOR as of Q2 2023.

  • Wellington Management Group reported no remaining Everforth Inc position as of Q2 2023 after selling out during the quarter.
  • Wellington Management Group sold 283,832 Everforth Inc shares in Q2 2023, an estimated $23.5M.
  • Wellington Management Group first reported a position in Everforth Inc in Q2 2013 and held it in 40 quarters.
  • Wellington Management Group's Everforth Inc position peaked at $72.7M in Q4 2021.
  • 250 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2023.

Based on Wellington Management Group's 13F filing for Q2 2023, filed 14 Aug 2023.