CF
EFOR

CNA Financial’s Everforth Inc EFOR Stock Holding History

CNA Financial’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
-11,316
Closed -$922K – 20
2022
Q4 		$922K Sell
11,316
-8,619
-43% -$756K 0.56% 20
2022
Q3 		$1.8M Sell
19,935
-1,144
-5% -$111K 0.69% 22
2022
Q2 		$1.9M Buy
21,079
+1,084
+5% +$111K 0.66% 23
2022
Q1 		$2.33M Hold
19,995
– – 0.72% 28
2021
Q4 		$2.47M Hold
19,995
– – 0.64% 34
2021
Q3 		$2.26M Hold
19,995
– – 0.62% 35
2021
Q2 		$1.94M Hold
19,995
– – 0.55% 38
2021
Q1 		$1.91M Hold
19,995
– – 0.59% 38
2020
Q4 		$1.67M Hold
19,995
– – 0.52% 44
2020
Q3 		$1.27M Hold
19,995
– – 0.47% 45
2020
Q2 		$1.33M Buy
19,995
+5,775
+41% +$306K 0.53% 41
2020
Q1 		$502K Buy
+14,220
New +$806K 0.21% 73

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

CNA Financial's EFOR Position: Q1 2023 in Review

CNA Financial sold out of Everforth Inc (EFOR) in Q1 2023, closing a stake of 11,316 shares — an estimated $922K sold.

CNA Financial first reported a position in EFOR in Q1 2020 and held it in 12 quarters. The position peaked at $2.47M in Q4 2021. 274 funds tracked by Wall St. Rank hold EFOR as of Q1 2023.

  • CNA Financial reported no remaining Everforth Inc position as of Q1 2023 after selling out during the quarter.
  • CNA Financial sold 11,316 Everforth Inc shares in Q1 2023, an estimated $922K.
  • CNA Financial first reported a position in Everforth Inc in Q1 2020 and held it in 12 quarters.
  • CNA Financial's Everforth Inc position peaked at $2.47M in Q4 2021.
  • 274 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2023.

Based on CNA Financial's 13F filing for Q1 2023, filed 11 May 2023.