Burney Company’s Everforth Inc EFOR Stock Holding History

Burney Company’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	-14,459	Closed	-$1.31M	–	546
2022 Q3	$1.31M	Buy	14,459 +2,718	+23%	+$264K	0.07%	256
2022 Q2	$1.06M	Buy	+11,741	New	+$1.2M	0.06%	291

Other funds holding EFOR

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Burney Company's EFOR Position: Q4 2022 in Review

Burney Company sold out of Everforth Inc (EFOR) in Q4 2022, closing a stake of 14,459 shares — an estimated $1.31M sold.

Burney Company first reported a position in EFOR in Q2 2022 and held it in 2 quarters. The position peaked at $1.31M in Q3 2022. 270 funds tracked by Wall St. Rank hold EFOR as of Q4 2022.

Burney Company reported no remaining Everforth Inc position as of Q4 2022 after selling out during the quarter.
Burney Company sold 14,459 Everforth Inc shares in Q4 2022, an estimated $1.31M.
Burney Company first reported a position in Everforth Inc in Q2 2022 and held it in 2 quarters.
Burney Company's Everforth Inc position peaked at $1.31M in Q3 2022.
270 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2022.

Based on Burney Company's 13F filing for Q4 2022, filed 6 Feb 2023.