API
EFOR

Advisor Partners II’s Everforth Inc EFOR Stock Holding History

Advisor Partners II’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
Q3 		$248K Buy
+3,039
New +$242K 0.01% 1057

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Advisor Partners II's EFOR Position: Q3 2023 in Review

Advisor Partners II opened a new position in Everforth Inc (EFOR) in Q3 2023: 3,039 shares worth $248K. The stake represents 0.01% of the portfolio and ranks #1057 among its holdings.

261 funds tracked by Wall St. Rank hold EFOR as of Q3 2023.

  • Advisor Partners II held 3,039 shares of Everforth Inc worth $248K as of Q3 2023.
  • Everforth Inc was a new Advisor Partners II position in Q3 2023.
  • Everforth Inc made up 0.01% of Advisor Partners II's portfolio in Q3 2023, its #1057 holding.
  • 261 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.