ACM
EFOR

Acrisure Capital Management’s Everforth Inc EFOR Stock Holding History

Acrisure Capital Management’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
-2,522
Closed -$208K – 16
2023
Q1 		$208K Buy
+2,522
New +$219K 0.21% 223

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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

Acrisure Capital Management's EFOR Position: Q2 2023 in Review

Acrisure Capital Management sold out of Everforth Inc (EFOR) in Q2 2023, closing a stake of 2,522 shares — an estimated $208K sold.

Acrisure Capital Management first reported a position in EFOR in Q1 2023 and held it in 1 quarter. The position peaked at $208K in Q1 2023. 250 funds tracked by Wall St. Rank hold EFOR as of Q2 2023.

  • Acrisure Capital Management reported no remaining Everforth Inc position as of Q2 2023 after selling out during the quarter.
  • Acrisure Capital Management sold 2,522 Everforth Inc shares in Q2 2023, an estimated $208K.
  • Acrisure Capital Management first reported a position in Everforth Inc in Q1 2023 and held it in 1 quarter.
  • Acrisure Capital Management's Everforth Inc position peaked at $208K in Q1 2023.
  • 250 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2023.

Based on Acrisure Capital Management's 13F filing for Q2 2023.