CIM
EFOR

Contravisory Investment Management’s Everforth Inc EFOR Stock Holding History

Contravisory Investment 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
2024
Q3 		– Sell
-190
Closed -$16.8K – 351
2024
Q2 		$16.8K Sell
190
-82
-30% -$7.83K ﹤0.01% 287
2024
Q1 		$28.5K Hold
272
– – 0.01% 265
2023
Q4 		$26.2K Buy
+272
New +$23.8K 0.01% 240
2022
Q3 		– Sell
-1,875
Closed -$169K – 322
2022
Q2 		$169K Hold
1,875
– – 0.05% 194
2022
Q1 		$219K Sell
1,875
-104
-5% -$11.8K 0.06% 178
2021
Q4 		$244K Buy
1,979
+194
+11% +$23.7K 0.07% 176
2021
Q3 		$202K Hold
1,785
– – 0.06% 174
2021
Q2 		$173K Hold
1,785
– – 0.05% 184
2021
Q1 		$170K Hold
1,785
– – 0.05% 180
2020
Q4 		$149K Buy
+1,785
New +$137K 0.05% 173

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Contravisory Investment Management's EFOR Position: Q3 2024 in Review

Contravisory Investment Management sold out of Everforth Inc (EFOR) in Q3 2024, closing a stake of 190 shares — an estimated $16.8K sold.

Contravisory Investment Management first reported a position in EFOR in Q4 2020 and held it in 10 quarters. The position peaked at $244K in Q4 2021. 296 funds tracked by Wall St. Rank hold EFOR as of Q3 2024.

  • Contravisory Investment Management reported no remaining Everforth Inc position as of Q3 2024 after selling out during the quarter.
  • Contravisory Investment Management sold 190 Everforth Inc shares in Q3 2024, an estimated $16.8K.
  • Contravisory Investment Management first reported a position in Everforth Inc in Q4 2020 and held it in 10 quarters.
  • Contravisory Investment Management's Everforth Inc position peaked at $244K in Q4 2021.
  • 296 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2024.

Based on Contravisory Investment Management's 13F filing for Q3 2024, filed 9 Oct 2024.