Concourse Financial Group Securities’s Everforth Inc EFOR Stock Holding History

Concourse Financial Group Securities’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 Q3	–	Sell	-2	Closed	-$159	–	2314
2023 Q2	$151	Hold	2	–	–	﹤0.01%	2298
2023 Q1	$165	Buy	+2	New	+$173	﹤0.01%	2318
2020 Q1	–	Sell	-40	Closed	-$2.27K	–	2162
2019 Q4	$3K	Buy	+40	New	+$2.61K	﹤0.01%	1741
2019 Q3	–	Sell	-40	Closed	-$2.47K	–	1764
2019 Q2	$2K	Buy	40 +6	+18%	+$360	﹤0.01%	1964
2019 Q1	$2K	Sell	34 -39	-53%	-$2.44K	﹤0.01%	2000
2018 Q4	$3K	Sell	73 -7	-9%	-$456	﹤0.01%	1798
2018 Q3	$6K	Buy	+80	New	+$6.91K	﹤0.01%	1317

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Concourse Financial Group Securities's EFOR Position: Q3 2023 in Review

Concourse Financial Group Securities sold out of Everforth Inc (EFOR) in Q3 2023, closing a stake of 2 shares — an estimated $159 sold.

Concourse Financial Group Securities first reported a position in EFOR in Q3 2018 and held it in 7 quarters. The position peaked at $6K in Q3 2018. 261 funds tracked by Wall St. Rank hold EFOR as of Q3 2023.

Concourse Financial Group Securities reported no remaining Everforth Inc position as of Q3 2023 after selling out during the quarter.
Concourse Financial Group Securities sold 2 Everforth Inc shares in Q3 2023, an estimated $159.
Concourse Financial Group Securities first reported a position in Everforth Inc in Q3 2018 and held it in 7 quarters.
Concourse Financial Group Securities's Everforth Inc position peaked at $6K in Q3 2018.
261 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2023.

Based on Concourse Financial Group Securities's 13F filing for Q3 2023, filed 25 Oct 2023.