DA
EFOR

Duality Advisers’s Everforth Inc EFOR Stock Holding History

Duality Advisers’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
Q4 		– Sell
-4,187
Closed -$342K – 574
2023
Q3 		$342K Sell
4,187
-410
-9% -$32.6K 0.04% 468
2023
Q2 		$348K Buy
+4,597
New +$330K 0.04% 438
2022
Q3 		– Sell
-3,438
Closed -$310K – 528
2022
Q2 		$310K Sell
3,438
-1,583
-32% -$162K 0.03% 527
2022
Q1 		$586K Buy
+5,021
New +$569K 0.06% 447
2021
Q3 		– Sell
-16,694
Closed -$1.62M – 524
2021
Q2 		$1.62M Buy
16,694
+2,634
+19% +$269K 0.14% 243
2021
Q1 		$1.34M Sell
14,060
-6,807
-33% -$629K 0.12% 292
2020
Q4 		$1.74M Sell
20,867
-5,823
-22% -$448K 0.13% 246
2020
Q3 		$1.7M Sell
26,690
-3,408
-11% -$234K 0.11% 263
2020
Q2 		$2.01M Buy
+30,098
New +$1.6M 0.18% 153

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
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
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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Duality Advisers's EFOR Position: Q4 2023 in Review

Duality Advisers sold out of Everforth Inc (EFOR) in Q4 2023, closing a stake of 4,187 shares — an estimated $342K sold.

Duality Advisers first reported a position in EFOR in Q2 2020 and held it in 9 quarters. The position peaked at $2.01M in Q2 2020. 278 funds tracked by Wall St. Rank hold EFOR as of Q4 2023.

  • Duality Advisers reported no remaining Everforth Inc position as of Q4 2023 after selling out during the quarter.
  • Duality Advisers sold 4,187 Everforth Inc shares in Q4 2023, an estimated $342K.
  • Duality Advisers first reported a position in Everforth Inc in Q2 2020 and held it in 9 quarters.
  • Duality Advisers's Everforth Inc position peaked at $2.01M in Q2 2020.
  • 278 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2023.

Based on Duality Advisers's 13F filing for Q4 2023, filed 1 Feb 2024.