Bailard’s Everforth Inc EFOR Stock Holding History

Bailard’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	-3,400	Closed	-$300K	–	741
2024 Q2	$300K	Buy	+3,400	New	+$325K	0.01%	549
2021 Q2	–	Sell	-2,600	Closed	-$248K	–	706
2021 Q1	$248K	Hold	2,600	–	–	0.01%	583
2020 Q4	$217K	Buy	+2,600	New	+$200K	0.01%	543

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Bailard's EFOR Position: Q3 2024 in Review

Bailard sold out of Everforth Inc (EFOR) in Q3 2024, closing a stake of 3,400 shares — an estimated $300K sold.

Bailard first reported a position in EFOR in Q4 2020 and held it in 3 quarters. The position peaked at $300K in Q2 2024. 296 funds tracked by Wall St. Rank hold EFOR as of Q3 2024.

Bailard reported no remaining Everforth Inc position as of Q3 2024 after selling out during the quarter.
Bailard sold 3,400 Everforth Inc shares in Q3 2024, an estimated $300K.
Bailard first reported a position in Everforth Inc in Q4 2020 and held it in 3 quarters.
Bailard's Everforth Inc position peaked at $300K in Q2 2024.
296 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2024.

Based on Bailard's 13F filing for Q3 2024, filed 30 Oct 2024.