Whittier Trust’s Everforth Inc EFOR Stock Holding History

Whittier Trust’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
2022 Q4	–	Sell	-44	Closed	-$4K	–	1627
2022 Q3	$4K	Hold	44	–	–	﹤0.01%	1466
2022 Q2	$4K	Hold	44	–	–	﹤0.01%	1463
2022 Q1	$5K	Buy	+44	New	+$4.99K	﹤0.01%	1442

Other funds holding EFOR

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

BlackRock New York $5.72T AUM 30.48% 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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Whittier Trust's EFOR Position: Q4 2022 in Review

Whittier Trust sold out of Everforth Inc (EFOR) in Q4 2022, closing a stake of 44 shares — an estimated $4K sold.

Whittier Trust first reported a position in EFOR in Q1 2022 and held it in 3 quarters. The position peaked at $5K in Q1 2022. 270 funds tracked by Wall St. Rank hold EFOR as of Q4 2022.

Whittier Trust reported no remaining Everforth Inc position as of Q4 2022 after selling out during the quarter.
Whittier Trust sold 44 Everforth Inc shares in Q4 2022, an estimated $4K.
Whittier Trust first reported a position in Everforth Inc in Q1 2022 and held it in 3 quarters.
Whittier Trust's Everforth Inc position peaked at $5K in Q1 2022.
270 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2022.

Based on Whittier Trust's 13F filing for Q4 2022, filed 25 Jan 2023.