CANY
EFOR

Caxton Associates (New York)’s Everforth Inc EFOR Stock Holding History

Caxton Associates (New York)’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
-6,405
Closed -$578K – 481
2022
Q2 		$578K Buy
+6,405
New +$657K 0.06% 238
2021
Q3 		– Sell
-7,375
Closed -$715K – 446
2021
Q2 		$715K Hold
7,375
– – 0.08% 114
2021
Q1 		$704K Buy
+7,375
New +$681K 0.06% 110
2018
Q4 		– Sell
-7,220
Closed -$570K – 277
2018
Q3 		$570K Buy
+7,220
New +$624K 0.04% 216

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
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Caxton Associates (New York)'s EFOR Position: Q3 2022 in Review

Caxton Associates (New York) sold out of Everforth Inc (EFOR) in Q3 2022, closing a stake of 6,405 shares — an estimated $578K sold.

Caxton Associates (New York) first reported a position in EFOR in Q3 2018 and held it in 4 quarters. The position peaked at $715K in Q2 2021. 277 funds tracked by Wall St. Rank hold EFOR as of Q3 2022.

  • Caxton Associates (New York) reported no remaining Everforth Inc position as of Q3 2022 after selling out during the quarter.
  • Caxton Associates (New York) sold 6,405 Everforth Inc shares in Q3 2022, an estimated $578K.
  • Caxton Associates (New York) first reported a position in Everforth Inc in Q3 2018 and held it in 4 quarters.
  • Caxton Associates (New York)'s Everforth Inc position peaked at $715K in Q2 2021.
  • 277 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2022.

Based on Caxton Associates (New York)'s 13F filing for Q3 2022, filed 14 Nov 2022.