CFM
EFOR

Catalyst Funds Management’s Everforth Inc EFOR Stock Holding History

Catalyst Funds 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
2024
Q4 		– Sell
-1,100
Closed -$103K – 382
2024
Q3 		$103K Buy
1,100
+700
+175% +$64.9K 0.02% 494
2024
Q2 		$35.3K Sell
400
-1,300
-76% -$124K 0.01% 514
2024
Q1 		$178K Buy
+1,700
New +$164K 0.05% 283

Other funds holding EFOR

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Catalyst Funds Management's EFOR Position: Q4 2024 in Review

Catalyst Funds Management sold out of Everforth Inc (EFOR) in Q4 2024, closing a stake of 1,100 shares — an estimated $103K sold.

Catalyst Funds Management first reported a position in EFOR in Q1 2024 and held it in 3 quarters. The position peaked at $178K in Q1 2024. 309 funds tracked by Wall St. Rank hold EFOR as of Q4 2024.

  • Catalyst Funds Management reported no remaining Everforth Inc position as of Q4 2024 after selling out during the quarter.
  • Catalyst Funds Management sold 1,100 Everforth Inc shares in Q4 2024, an estimated $103K.
  • Catalyst Funds Management first reported a position in Everforth Inc in Q1 2024 and held it in 3 quarters.
  • Catalyst Funds Management's Everforth Inc position peaked at $178K in Q1 2024.
  • 309 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2024.

Based on Catalyst Funds Management's 13F filing for Q4 2024, filed 10 Feb 2025.