COCM
EFOR

Charter Oak Capital Management’s Everforth Inc EFOR Stock Holding History

Charter Oak Capital 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
2022
Q3 		– Sell
-19
Closed -$2K – 212
2022
Q2 		$2K Hold
19
– – ﹤0.01% 817
2022
Q1 		$2K Buy
+19
New +$2.15K ﹤0.01% 858

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

Charter Oak Capital Management's EFOR Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Everforth Inc (EFOR) in Q3 2022, closing a stake of 19 shares — an estimated $2K sold.

Charter Oak Capital Management first reported a position in EFOR in Q1 2022 and held it in 2 quarters. The position peaked at $2K in Q2 2022. 277 funds tracked by Wall St. Rank hold EFOR as of Q3 2022.

  • Charter Oak Capital Management reported no remaining Everforth Inc position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 19 Everforth Inc shares in Q3 2022, an estimated $2K.
  • Charter Oak Capital Management first reported a position in Everforth Inc in Q1 2022 and held it in 2 quarters.
  • Charter Oak Capital Management's Everforth Inc position peaked at $2K in Q2 2022.
  • 277 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.