AG
EFOR

Algert Global’s Everforth Inc EFOR Stock Holding History

Algert Global’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
2024
Q3 		– Sell
-4,682
Closed -$413K – 1196
2024
Q2 		$413K Sell
4,682
-43,086
-90% -$4.12M 0.01% 985
2024
Q1 		$5M Sell
47,768
-84,897
-64% -$8.21M 0.2% 154
2023
Q4 		$12.8M Sell
132,665
-4,500
-3% -$393K 0.51% 3
2023
Q3 		$11.2M Buy
137,165
+10,791
+9% +$859K 0.53% 1
2023
Q2 		$9.56M Buy
126,374
+102,891
+438% +$7.4M 0.42% 19
2023
Q1 		$1.94M Buy
23,483
+1,913
+9% +$166K 0.09% 365
2022
Q4 		$1.76M Sell
21,570
-550
-2% -$48.2K 0.1% 336
2022
Q3 		$2M Buy
22,120
+18,071
+446% +$1.75M 0.12% 271
2022
Q2 		$365K Sell
4,049
-480
-11% -$49.2K 0.03% 864
2022
Q1 		$529K Sell
4,529
-10,970
-71% -$1.24M 0.03% 792
2021
Q4 		$1.91M Sell
15,499
-13,992
-47% -$1.71M 0.24% 88
2021
Q3 		$3.34M Buy
29,491
+14,837
+101% +$1.56M 0.44% 13
2021
Q2 		$1.42M Buy
14,654
+1,003
+7% +$102K 0.48% 66
2021
Q1 		$1.3M Buy
+13,651
New +$1.26M 0.42% 75
2016
Q2 		– Sell
-8,069
Closed -$298K – 355
2016
Q1 		$298K Buy
+8,069
New +$285K 0.11% 281

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Algert Global's EFOR Position: Q3 2024 in Review

Algert Global sold out of Everforth Inc (EFOR) in Q3 2024, closing a stake of 4,682 shares — an estimated $413K sold.

Algert Global first reported a position in EFOR in Q1 2016 and held it in 15 quarters. The position peaked at $12.8M in Q4 2023. 296 funds tracked by Wall St. Rank hold EFOR as of Q3 2024.

  • Algert Global reported no remaining Everforth Inc position as of Q3 2024 after selling out during the quarter.
  • Algert Global sold 4,682 Everforth Inc shares in Q3 2024, an estimated $413K.
  • Algert Global first reported a position in Everforth Inc in Q1 2016 and held it in 15 quarters.
  • Algert Global's Everforth Inc position peaked at $12.8M in Q4 2023.
  • 296 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2024.

Based on Algert Global's 13F filing for Q3 2024, filed 12 Nov 2024.