WEC
EFOR

Winslow Evans & Crocker’s Everforth Inc EFOR Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$163K Buy
1,950
+725
+59% +$55.8K 0.03% 362
2020
Q3 		$78K Hold
1,225
– – 0.02% 391
2020
Q2 		$82K Sell
1,225
-1
-0.1% -$53 0.02% 385
2020
Q1 		$44K Hold
1,226
– – 0.01% 442
2019
Q4 		$88K Hold
1,226
– – 0.02% 410
2019
Q3 		$78K Sell
1,226
-200
-14% -$12.3K 0.02% 439
2019
Q2 		$88K Sell
1,426
-462
-24% -$27.8K 0.02% 424
2019
Q1 		$120K Buy
1,888
+22
+1% +$1.38K 0.03% 354
2018
Q4 		$102K Sell
1,866
-100
-5% -$6.52K 0.03% 349
2018
Q3 		$156K Hold
1,966
– – 0.05% 293
2018
Q2 		$154K Hold
1,966
– – 0.05% 301
2018
Q1 		$161K Sell
1,966
-224
-10% -$16.8K 0.05% 289
2017
Q4 		$141K Sell
2,190
-300
-12% -$18.2K 0.05% 311
2017
Q3 		$134K Sell
2,490
-1,100
-31% -$55K 0.04% 307
2017
Q2 		$194K Sell
3,590
-200
-5% -$10.3K 0.05% 322
2017
Q1 		$184K Hold
3,790
– – 0.06% 306
2016
Q4 		$167K Sell
3,790
-2,820
-43% -$112K 0.05% 312
2016
Q3 		$240K Sell
6,610
-1,596
-19% -$59.4K 0.07% 273
2016
Q2 		$303K Sell
8,206
-339
-4% -$12.5K 0.09% 217
2016
Q1 		$315K Sell
8,545
-301
-3% -$10.6K 0.1% 197
2015
Q4 		$398K Buy
8,846
+5,046
+133% +$221K 0.11% 193
2015
Q3 		$140K Buy
+3,800
New +$144K 0.04% 337
2014
Q4 		– Sell
-242
Closed -$6.47K – 1300
2014
Q3 		$6.47K Buy
+242
New +$7.51K ﹤0.01% 1008
2014
Q1 		– Sell
-360
Closed -$13K – 1298
2013
Q4 		$13K Buy
+360
New +$12K ﹤0.01% 815

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Winslow Evans & Crocker's EFOR Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Everforth Inc (EFOR) stake by 59% in Q4 2020, buying an estimated $55.8K and bringing the position to 1,950 shares worth $163K. The position accounts for 0.03% of the portfolio, ranked #362.

Winslow Evans & Crocker first reported a position in EFOR in Q4 2013 and has held it in 24 quarters since. The position peaked at $398K in Q4 2015. 272 funds tracked by Wall St. Rank hold EFOR as of Q4 2020.

  • Winslow Evans & Crocker held 1,950 shares of Everforth Inc worth $163K as of Q4 2020.
  • Winslow Evans & Crocker bought 725 Everforth Inc shares in Q4 2020, an estimated $55.8K.
  • Everforth Inc made up 0.03% of Winslow Evans & Crocker's portfolio in Q4 2020, its #362 holding.
  • Winslow Evans & Crocker first reported a position in Everforth Inc in Q4 2013 and has held it in 24 quarters since.
  • Winslow Evans & Crocker's Everforth Inc position peaked at $398K in Q4 2015.
  • 272 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.