ACM
EFOR

AlphaCrest Capital Management’s Everforth Inc EFOR Stock Holding History

AlphaCrest 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
2022
Q4 		– Sell
-9,141
Closed -$826K – 95
2022
Q3 		$826K Buy
9,141
+6,777
+287% +$657K 0.05% 730
2022
Q2 		$213K Buy
+2,364
New +$242K 0.01% 1194
2022
Q1 		– Sell
-18,972
Closed -$2.34M – 1235
2021
Q4 		$2.34M Buy
18,972
+17,187
+963% +$2.1M 0.09% 341
2021
Q3 		$202K Sell
1,785
-9,419
-84% -$991K 0.01% 1217
2021
Q2 		$1.09M Buy
+11,204
New +$1.14M 0.05% 623
2021
Q1 		– Sell
-2,541
Closed -$212K – 1178
2020
Q4 		$212K Sell
2,541
-6,987
-73% -$537K 0.02% 1060
2020
Q3 		$606K Buy
9,528
+6,491
+214% +$447K 0.07% 477
2020
Q2 		$203K Buy
+3,037
New +$161K 0.03% 837
2020
Q1 		– Sell
-11,976
Closed -$850K – 1017
2019
Q4 		$850K Sell
11,976
-18,930
-61% -$1.24M 0.07% 446
2019
Q3 		$1.94M Buy
30,906
+17,889
+137% +$1.1M 0.12% 247
2019
Q2 		$789K Buy
+13,017
New +$782K 0.07% 508

Other funds holding EFOR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AlphaCrest Capital Management's EFOR Position: Q4 2022 in Review

AlphaCrest Capital Management sold out of Everforth Inc (EFOR) in Q4 2022, closing a stake of 9,141 shares — an estimated $826K sold.

AlphaCrest Capital Management first reported a position in EFOR in Q2 2019 and held it in 11 quarters. The position peaked at $2.34M in Q4 2021. 270 funds tracked by Wall St. Rank hold EFOR as of Q4 2022.

  • AlphaCrest Capital Management reported no remaining Everforth Inc position as of Q4 2022 after selling out during the quarter.
  • AlphaCrest Capital Management sold 9,141 Everforth Inc shares in Q4 2022, an estimated $826K.
  • AlphaCrest Capital Management first reported a position in Everforth Inc in Q2 2019 and held it in 11 quarters.
  • AlphaCrest Capital Management's Everforth Inc position peaked at $2.34M in Q4 2021.
  • 270 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2022.

Based on AlphaCrest Capital Management's 13F filing for Q4 2022.