CAM
EFOR

ClariVest Asset Management’s Everforth Inc EFOR Stock Holding History

ClariVest Asset 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
2023
Q2 		– Sell
-17,844
Closed -$1.48M – 661
2023
Q1 		$1.48M Buy
17,844
+52
+0.3% +$4.51K 0.07% 216
2022
Q4 		$1.45M Sell
17,792
-28
-0.2% -$2.46K 0.07% 215
2022
Q3 		$1.61M Sell
17,820
-49
-0.3% -$4.75K 0.08% 188
2022
Q2 		$1.61M Hold
17,869
– – 0.07% 215
2022
Q1 		$2.09M Hold
17,869
– – 0.08% 209
2021
Q4 		$2.21M Buy
17,869
+3,418
+24% +$418K 0.07% 222
2021
Q3 		$1.64M Sell
14,451
-4,498
-24% -$473K 0.05% 257
2021
Q2 		$1.84M Buy
18,949
+44
+0.2% +$4.5K 0.06% 222
2021
Q1 		$1.8M Buy
18,905
+828
+5% +$76.5K 0.06% 219
2020
Q4 		$1.51M Sell
18,077
-24,684
-58% -$1.9M 0.05% 235
2020
Q3 		$2.72M Sell
42,761
-1,904
-4% -$131K 0.09% 176
2020
Q2 		$2.98M Sell
44,665
-3,136
-7% -$166K 0.08% 180
2020
Q1 		$1.69M Buy
47,801
+107
+0.2% +$6.06K 0.05% 221
2019
Q4 		$3.38M Sell
47,694
-31,661
-40% -$2.07M 0.08% 184
2019
Q3 		$4.99M Sell
79,355
-1,000
-1% -$61.8K 0.11% 165
2019
Q2 		$4.87M Sell
80,355
-800
-1% -$48.1K 0.11% 163
2019
Q1 		$5.15M Sell
81,155
-6,115
-7% -$382K 0.1% 180
2018
Q4 		$4.76M Buy
87,270
+33,723
+63% +$2.2M 0.1% 177
2018
Q3 		$4.23M Sell
53,547
-1,443
-3% -$125K 0.07% 201
2018
Q2 		$4.3M Sell
54,990
-2,115
-4% -$173K 0.07% 216
2018
Q1 		$4.67M Buy
57,105
+5,423
+10% +$406K 0.08% 200
2017
Q4 		$3.32M Buy
+51,682
New +$3.13M 0.06% 248
2014
Q3 		– Sell
-20,589
Closed -$732K – 568
2014
Q2 		$732K Sell
20,589
-3,374
-14% -$121K 0.03% 253
2014
Q1 		$924K Sell
23,963
-16
-0.1% -$536 0.04% 224
2013
Q4 		$837K Buy
+23,979
New +$799K 0.04% 237

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

ClariVest Asset Management's EFOR Position: Q2 2023 in Review

ClariVest Asset Management sold out of Everforth Inc (EFOR) in Q2 2023, closing a stake of 17,844 shares — an estimated $1.48M sold.

ClariVest Asset Management first reported a position in EFOR in Q4 2013 and held it in 25 quarters. The position peaked at $5.15M in Q1 2019. 250 funds tracked by Wall St. Rank hold EFOR as of Q2 2023.

  • ClariVest Asset Management reported no remaining Everforth Inc position as of Q2 2023 after selling out during the quarter.
  • ClariVest Asset Management sold 17,844 Everforth Inc shares in Q2 2023, an estimated $1.48M.
  • ClariVest Asset Management first reported a position in Everforth Inc in Q4 2013 and held it in 25 quarters.
  • ClariVest Asset Management's Everforth Inc position peaked at $5.15M in Q1 2019.
  • 250 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2023.

Based on ClariVest Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.