Claris Advisors’s Everforth Inc EFOR Stock Holding History

Claris Advisors’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	-3	Closed	-$280	–	148
2024 Q3	$280	Buy	+3	New	+$278	﹤0.01%	854

Other funds holding EFOR

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Claris Advisors's EFOR Position: Q4 2024 in Review

Claris Advisors sold out of Everforth Inc (EFOR) in Q4 2024, closing a stake of 3 shares — an estimated $280 sold.

Claris Advisors first reported a position in EFOR in Q3 2024 and held it in 1 quarter. The position peaked at $280 in Q3 2024. 309 funds tracked by Wall St. Rank hold EFOR as of Q4 2024.

Claris Advisors reported no remaining Everforth Inc position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 3 Everforth Inc shares in Q4 2024, an estimated $280.
Claris Advisors first reported a position in Everforth Inc in Q3 2024 and held it in 1 quarter.
Claris Advisors's Everforth Inc position peaked at $280 in Q3 2024.
309 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.