DI
EFOR

Disciplined Investments’s Everforth Inc EFOR Stock Holding History

Disciplined Investments’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
-6
Closed -$454 – 209
2023
Q2 		$454 Sell
6
-4
-40% -$288 ﹤0.01% 1263
2023
Q1 		$827 Buy
10
+2
+25% +$173 ﹤0.01% 1043
2022
Q4 		$652 Buy
8
+1
+14% +$88 ﹤0.01% 1079
2022
Q3 		$1K Buy
7
+2
+40% +$194 ﹤0.01% 782
2022
Q2 		$0 Sell
5
-4
-44% -$410 ﹤0.01% 1251
2022
Q1 		$1K Buy
+9
New +$1.02K ﹤0.01% 861

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Disciplined Investments's EFOR Position: Q3 2023 in Review

Disciplined Investments sold out of Everforth Inc (EFOR) in Q3 2023, closing a stake of 6 shares — an estimated $454 sold.

Disciplined Investments first reported a position in EFOR in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 261 funds tracked by Wall St. Rank hold EFOR as of Q3 2023.

  • Disciplined Investments reported no remaining Everforth Inc position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 6 Everforth Inc shares in Q3 2023, an estimated $454.
  • Disciplined Investments first reported a position in Everforth Inc in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Everforth Inc position peaked at $1K in Q3 2022.
  • 261 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.