Employees Retirement System of Texas’s Everforth Inc EFOR Stock Holding History

Employees Retirement System of Texas’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
2022 Q3	–	Sell	-28,000	Closed	-$2.53M	–	372
2022 Q2	$2.53M	Hold	28,000	–	–	0.04%	435
2022 Q1	$3.27M	Hold	28,000	–	–	0.04%	414
2021 Q4	$3.46M	Hold	28,000	–	–	0.04%	433
2021 Q3	$3.17M	Hold	28,000	–	–	0.04%	468
2021 Q2	$2.71M	Hold	28,000	–	–	0.03%	482
2021 Q1	$2.67M	Buy	+28,000	New	+$2.59M	0.03%	497
2020 Q1	–	Sell	-19,062	Closed	-$1.35M	–	753
2019 Q4	$1.35M	Hold	19,062	–	–	0.02%	635
2019 Q3	$1.2M	Buy	19,062 +2,062	+12%	+$127K	0.02%	665
2019 Q2	$1.03M	Buy	+17,000	New	+$1.02M	0.02%	784
2018 Q4	–	Sell	-23,000	Closed	-$1.81M	–	1062
2018 Q3	$1.81M	Hold	23,000	–	–	0.02%	646
2018 Q2	$1.8M	Buy	+23,000	New	+$1.88M	0.02%	663
2015 Q1	–	Sell	-52,000	Closed	-$1.73M	–	958
2014 Q4	$1.73M	Hold	52,000	–	–	0.02%	663
2014 Q3	$1.4M	Hold	52,000	–	–	0.02%	723
2014 Q2	$1.85M	Hold	52,000	–	–	0.02%	659
2014 Q1	$2.01M	Hold	52,000	–	–	0.03%	607
2013 Q4	$1.82M	Hold	52,000	–	–	0.02%	677
2013 Q3	$1.72M	Hold	52,000	–	–	0.02%	685
2013 Q2	$1.39M	Buy	+52,000	New	+$1.31M	0.02%	784

Other funds holding EFOR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Employees Retirement System of Texas's EFOR Position: Q3 2022 in Review

Employees Retirement System of Texas sold out of Everforth Inc (EFOR) in Q3 2022, closing a stake of 28,000 shares — an estimated $2.53M sold.

Employees Retirement System of Texas first reported a position in EFOR in Q2 2013 and held it in 18 quarters. The position peaked at $3.46M in Q4 2021. 277 funds tracked by Wall St. Rank hold EFOR as of Q3 2022.

Employees Retirement System of Texas reported no remaining Everforth Inc position as of Q3 2022 after selling out during the quarter.
Employees Retirement System of Texas sold 28,000 Everforth Inc shares in Q3 2022, an estimated $2.53M.
Employees Retirement System of Texas first reported a position in Everforth Inc in Q2 2013 and held it in 18 quarters.
Employees Retirement System of Texas's Everforth Inc position peaked at $3.46M in Q4 2021.
277 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2022.

Based on Employees Retirement System of Texas's 13F filing for Q3 2022, filed 10 Nov 2022.