E
EFOR

Ergoteles’s Everforth Inc EFOR Stock Holding History

Ergoteles’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
-9,285
Closed -$768K – 1041
2023
Q1 		$768K Buy
+9,285
New +$805K 0.03% 592
2022
Q4 		– Sell
-30,753
Closed -$2.78M – 1435
2022
Q3 		$2.78M Buy
30,753
+10,834
+54% +$1.05M 0.1% 207
2022
Q2 		$1.8M Buy
+19,919
New +$2.04M 0.05% 343
2022
Q1 		– Sell
-11,569
Closed -$1.43M – 1201
2021
Q4 		$1.43M Buy
11,569
+3,569
+45% +$436K 0.06% 333
2021
Q3 		$905K Buy
8,000
+3,000
+60% +$316K 0.03% 403
2021
Q2 		$485K Buy
+5,000
New +$511K 0.01% 820
2020
Q4 		– Sell
-4,000
Closed -$254K – 666
2020
Q3 		$254K Buy
+4,000
New +$275K 0.03% 397

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Ergoteles's EFOR Position: Q2 2023 in Review

Ergoteles sold out of Everforth Inc (EFOR) in Q2 2023, closing a stake of 9,285 shares — an estimated $768K sold.

Ergoteles first reported a position in EFOR in Q3 2020 and held it in 7 quarters. The position peaked at $2.78M in Q3 2022. 250 funds tracked by Wall St. Rank hold EFOR as of Q2 2023.

  • Ergoteles reported no remaining Everforth Inc position as of Q2 2023 after selling out during the quarter.
  • Ergoteles sold 9,285 Everforth Inc shares in Q2 2023, an estimated $768K.
  • Ergoteles first reported a position in Everforth Inc in Q3 2020 and held it in 7 quarters.
  • Ergoteles's Everforth Inc position peaked at $2.78M in Q3 2022.
  • 250 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2023.

Based on Ergoteles's 13F filing for Q2 2023, filed 14 Aug 2023.