DZ Bank
EFOR

DZ Bank’s Everforth Inc EFOR Stock Holding History

DZ Bank’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
Q1 		– Sell
-15,895
Closed -$1.3M – 1045
2022
Q4 		$1.3M Sell
15,895
-121
-0.8% -$10.6K ﹤0.01% 661
2022
Q3 		$1.45M Sell
16,016
-282
-2% -$27.3K ﹤0.01% 640
2022
Q2 		$1.47M Hold
16,298
– – ﹤0.01% 658
2022
Q1 		$1.9M Sell
16,298
-63,736
-80% -$7.22M ﹤0.01% 646
2021
Q4 		$9.88M Buy
80,034
+44,418
+125% +$5.43M 0.01% 506
2021
Q3 		$4.03M Buy
35,616
+28,256
+384% +$2.97M 0.01% 524
2021
Q2 		$713K Buy
+7,360
New +$752K ﹤0.01% 722

Other funds holding EFOR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

DZ Bank's EFOR Position: Q1 2023 in Review

DZ Bank sold out of Everforth Inc (EFOR) in Q1 2023, closing a stake of 15,895 shares — an estimated $1.3M sold.

DZ Bank first reported a position in EFOR in Q2 2021 and held it in 7 quarters. The position peaked at $9.88M in Q4 2021. 274 funds tracked by Wall St. Rank hold EFOR as of Q1 2023.

  • DZ Bank reported no remaining Everforth Inc position as of Q1 2023 after selling out during the quarter.
  • DZ Bank sold 15,895 Everforth Inc shares in Q1 2023, an estimated $1.3M.
  • DZ Bank first reported a position in Everforth Inc in Q2 2021 and held it in 7 quarters.
  • DZ Bank's Everforth Inc position peaked at $9.88M in Q4 2021.
  • 274 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2023.

Based on DZ Bank's 13F filing for Q1 2023, filed 15 May 2023.