Cornercap Investment Counsel’s Everforth Inc EFOR Stock Holding History

Cornercap Investment Counsel’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	-6,192	Closed	-$512K	–	576
2023 Q1	$512K	Hold	6,192	–	–	0.09%	381
2022 Q4	$505K	Hold	6,192	–	–	0.09%	399
2022 Q3	$560K	Hold	6,192	–	–	0.11%	361
2022 Q2	$559K	Buy	+6,192	New	+$635K	0.1%	372
2020 Q2	–	Sell	-20,993	Closed	-$741K	–	426
2020 Q1	$741K	Buy	+20,993	New	+$1.19M	0.14%	242
2019 Q1	–	Sell	-15,980	Closed	-$871K	–	403
2018 Q4	$871K	Buy	+15,980	New	+$1.04M	0.13%	253
2016 Q4	–	Sell	-16,135	Closed	-$586K	–	355
2016 Q3	$586K	Buy	16,135 +1,900	+13%	+$70.7K	0.11%	229
2016 Q2	$526K	Hold	14,235	–	–	0.1%	222
2016 Q1	$526K	Buy	+14,235	New	+$503K	0.1%	182
2015 Q1	–	Sell	-15,540	Closed	-$516K	–	336
2014 Q4	$516K	Hold	15,540	–	–	0.09%	127
2014 Q3	$417K	Buy	+15,540	New	+$482K	0.08%	147

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

Cornercap Investment Counsel's EFOR Position: Q2 2023 in Review

Cornercap Investment Counsel sold out of Everforth Inc (EFOR) in Q2 2023, closing a stake of 6,192 shares — an estimated $512K sold.

Cornercap Investment Counsel first reported a position in EFOR in Q3 2014 and held it in 11 quarters. The position peaked at $871K in Q4 2018. 250 funds tracked by Wall St. Rank hold EFOR as of Q2 2023.

Cornercap Investment Counsel reported no remaining Everforth Inc position as of Q2 2023 after selling out during the quarter.
Cornercap Investment Counsel sold 6,192 Everforth Inc shares in Q2 2023, an estimated $512K.
Cornercap Investment Counsel first reported a position in Everforth Inc in Q3 2014 and held it in 11 quarters.
Cornercap Investment Counsel's Everforth Inc position peaked at $871K in Q4 2018.
250 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2023.

Based on Cornercap Investment Counsel's 13F filing for Q2 2023, filed 11 Aug 2023.