Dupont Capital Management’s Everforth Inc EFOR Stock Holding History

Dupont Capital 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
2023 Q2	–	Sell	-132	Closed	-$10.9K	–	637
2023 Q1	$10.9K	Sell	132 -26	-16%	-$2.25K	﹤0.01%	568
2022 Q4	$12.9K	Sell	158 -30	-16%	-$2.63K	﹤0.01%	1142
2022 Q3	$17K	Buy	+188	New	+$18.2K	﹤0.01%	1231
2020 Q4	–	Sell	-9,904	Closed	-$629K	–	1298
2020 Q3	$629K	Sell	9,904 -3,772	-28%	-$260K	0.01%	657
2020 Q2	$912K	Buy	13,676 +9,599	+235%	+$509K	0.02%	552
2020 Q1	$144K	Sell	4,077 -2,502	-38%	-$142K	﹤0.01%	1104
2019 Q4	$467K	Sell	6,579 -904	-12%	-$59K	0.01%	875
2019 Q3	$470K	Buy	7,483 +2,195	+42%	+$136K	0.01%	795
2019 Q2	$320K	Hold	5,288	–	–	0.01%	983
2019 Q1	$336K	Hold	5,288	–	–	0.01%	908
2018 Q4	$288K	Buy	+5,288	New	+$345K	0.01%	942
2015 Q2	–	Sell	-45,234	Closed	-$1.74M	–	565
2015 Q1	$1.74M	Sell	45,234 -8,030	-15%	-$293K	0.03%	386
2014 Q4	$1.77M	Sell	53,264 -5,746	-10%	-$173K	0.03%	376
2014 Q3	$1.58M	Buy	+59,010	New	+$1.83M	0.03%	373

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

Dupont Capital Management's EFOR Position: Q2 2023 in Review

Dupont Capital Management sold out of Everforth Inc (EFOR) in Q2 2023, closing a stake of 132 shares — an estimated $10.9K sold.

Dupont Capital Management first reported a position in EFOR in Q3 2014 and held it in 14 quarters. The position peaked at $1.77M in Q4 2014. 250 funds tracked by Wall St. Rank hold EFOR as of Q2 2023.

Dupont Capital Management reported no remaining Everforth Inc position as of Q2 2023 after selling out during the quarter.
Dupont Capital Management sold 132 Everforth Inc shares in Q2 2023, an estimated $10.9K.
Dupont Capital Management first reported a position in Everforth Inc in Q3 2014 and held it in 14 quarters.
Dupont Capital Management's Everforth Inc position peaked at $1.77M in Q4 2014.
250 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2023.

Based on Dupont Capital Management's 13F filing for Q2 2023, filed 25 Jul 2023.