Axa
EFOR

Axa’s Everforth Inc EFOR Stock Holding History

Axa’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
-52,775
Closed -$4.77M – 1138
2022
Q3 		$4.77M Hold
52,775
– – 0.02% 588
2022
Q2 		$4.76M Sell
52,775
-12,225
-19% -$1.25M 0.02% 592
2022
Q1 		$7.59M Buy
65,000
+31,600
+95% +$3.58M 0.02% 541
2021
Q4 		$4.12M Buy
+33,400
New +$4.08M 0.01% 713
2021
Q2 		– Sell
-54,800
Closed -$5.23M – 1253
2021
Q1 		$5.23M Buy
54,800
+48,400
+756% +$4.47M 0.02% 695
2020
Q4 		$535K Sell
6,400
-2,500
-28% -$192K ﹤0.01% 1052
2020
Q3 		$566K Sell
8,900
-39,800
-82% -$2.74M ﹤0.01% 1017
2020
Q2 		$3.25M Buy
+48,700
New +$2.58M 0.01% 725

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

Axa's EFOR Position: Q4 2022 in Review

Axa sold out of Everforth Inc (EFOR) in Q4 2022, closing a stake of 52,775 shares — an estimated $4.77M sold.

Axa first reported a position in EFOR in Q2 2020 and held it in 8 quarters. The position peaked at $7.59M in Q1 2022. 270 funds tracked by Wall St. Rank hold EFOR as of Q4 2022.

  • Axa reported no remaining Everforth Inc position as of Q4 2022 after selling out during the quarter.
  • Axa sold 52,775 Everforth Inc shares in Q4 2022, an estimated $4.77M.
  • Axa first reported a position in Everforth Inc in Q2 2020 and held it in 8 quarters.
  • Axa's Everforth Inc position peaked at $7.59M in Q1 2022.
  • 270 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2022.

Based on Axa's 13F filing for Q4 2022, filed 14 Feb 2023.