XK
EFOR

Xact Kapitalforvaltning’s Everforth Inc EFOR Stock Holding History

Xact Kapitalforvaltning’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
Q1 		$333K Hold
9,423
– – 0.01% 943
2019
Q4 		$669K Hold
9,423
– – 0.01% 818
2019
Q3 		$592K Hold
9,423
– – 0.01% 826
2019
Q2 		$571K Hold
9,423
– – 0.01% 837
2019
Q1 		$598K Hold
9,423
– – 0.01% 817
2018
Q4 		$514K Buy
9,423
+1,000
+12% +$65.2K 0.01% 864
2018
Q3 		$665K Hold
8,423
– – 0.01% 776
2018
Q2 		$659K Buy
8,423
+1,100
+15% +$90K 0.01% 760
2018
Q1 		$600K Buy
7,323
+2,000
+38% +$150K 0.01% 735
2017
Q4 		$342K Buy
+5,323
New +$322K 0.01% 860

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Xact Kapitalforvaltning's EFOR Position: Q1 2020 in Review

Xact Kapitalforvaltning held its Everforth Inc (EFOR) position steady in Q1 2020 at 9,423 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #943.

Xact Kapitalforvaltning first reported a position in EFOR in Q4 2017 and has held it in 10 quarters since. The position peaked at $669K in Q4 2019. 243 funds tracked by Wall St. Rank hold EFOR as of Q1 2020.

  • Xact Kapitalforvaltning held 9,423 shares of Everforth Inc worth $333K as of Q1 2020.
  • Xact Kapitalforvaltning left its Everforth Inc share count unchanged in Q1 2020.
  • Everforth Inc made up 0.01% of Xact Kapitalforvaltning's portfolio in Q1 2020, its #943 holding.
  • Xact Kapitalforvaltning first reported a position in Everforth Inc in Q4 2017 and has held it in 10 quarters since.
  • Xact Kapitalforvaltning's Everforth Inc position peaked at $669K in Q4 2019.
  • 243 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2020.

Based on Xact Kapitalforvaltning's 13F filing for Q1 2020, filed 14 May 2020.