CCMG
EFOR

Clark Capital Management Group’s Everforth Inc EFOR Stock Holding History

Clark Capital Management Group’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
Q1 		– Sell
-15,838
Closed -$1.29M – 326
2022
Q4 		$1.29M Sell
15,838
-2,390
-13% -$210K 0.01% 248
2022
Q3 		$1.65M Buy
+18,228
New +$1.77M 0.02% 219

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Clark Capital Management Group's EFOR Position: Q1 2023 in Review

Clark Capital Management Group sold out of Everforth Inc (EFOR) in Q1 2023, closing a stake of 15,838 shares — an estimated $1.29M sold.

Clark Capital Management Group first reported a position in EFOR in Q3 2022 and held it in 2 quarters. The position peaked at $1.65M in Q3 2022. 274 funds tracked by Wall St. Rank hold EFOR as of Q1 2023.

  • Clark Capital Management Group reported no remaining Everforth Inc position as of Q1 2023 after selling out during the quarter.
  • Clark Capital Management Group sold 15,838 Everforth Inc shares in Q1 2023, an estimated $1.29M.
  • Clark Capital Management Group first reported a position in Everforth Inc in Q3 2022 and held it in 2 quarters.
  • Clark Capital Management Group's Everforth Inc position peaked at $1.65M in Q3 2022.
  • 274 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2023.

Based on Clark Capital Management Group's 13F filing for Q1 2023, filed 15 May 2023.