Beck Bode LLC’s Everforth Inc EFOR Stock Holding History

Beck Bode LLC’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 Q3	–	Sell	-54,698	Closed	-$4.93M	–	226
2022 Q2	$4.93M	Sell	54,698 -3,307	-6%	-$339K	1.05%	29
2022 Q1	$6.77M	Sell	58,005 -1,233	-2%	-$140K	1.53%	21
2021 Q4	$7.31M	Buy	+59,238	New	+$7.24M	1.83%	25

Other funds holding EFOR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Beck Bode LLC's EFOR Position: Q3 2022 in Review

Beck Bode LLC sold out of Everforth Inc (EFOR) in Q3 2022, closing a stake of 54,698 shares — an estimated $4.93M sold.

Beck Bode LLC first reported a position in EFOR in Q4 2021 and held it in 3 quarters. The position peaked at $7.31M in Q4 2021. 276 funds tracked by Wall St. Rank hold EFOR as of Q3 2022.

Beck Bode LLC reported no remaining Everforth Inc position as of Q3 2022 after selling out during the quarter.
Beck Bode LLC sold 54,698 Everforth Inc shares in Q3 2022, an estimated $4.93M.
Beck Bode LLC first reported a position in Everforth Inc in Q4 2021 and held it in 3 quarters.
Beck Bode LLC's Everforth Inc position peaked at $7.31M in Q4 2021.
276 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2022.

Based on Beck Bode LLC's 13F filing for Q3 2022, filed 14 Nov 2022.