Formula Growth’s Everforth Inc EFOR Stock Holding History

Formula Growth’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 Q4	–	Sell	-47,157	Closed	-$4.26M	–	132
2022 Q3	$4.26M	Hold	47,157	–	–	1.22%	27
2022 Q2	$4.26M	Sell	47,157 -15,000	-24%	-$1.54M	1.18%	29
2022 Q1	$7.25M	Sell	62,157 -14,499	-19%	-$1.64M	1.37%	19
2021 Q4	$9.46M	Sell	76,656 -4,753	-6%	-$581K	1.68%	15
2021 Q3	$9.21M	Hold	81,409	–	–	1.32%	20
2021 Q2	$7.89M	Sell	81,409 -7,700	-9%	-$787K	1.09%	25
2021 Q1	$8.51M	Buy	89,109 +54,066	+154%	+$4.99M	1.22%	22
2020 Q4	$2.93M	Hold	35,043	–	–	0.49%	58
2020 Q3	$2.23M	Hold	35,043	–	–	0.42%	67
2020 Q2	$2.34M	Buy	35,043 +2,000	+6%	+$106K	0.4%	70
2020 Q1	$1.17M	Hold	33,043	–	–	0.22%	92
2019 Q4	$2.35M	Hold	33,043	–	–	0.3%	81
2019 Q3	$2.08M	Buy	33,043 +10,000	+43%	+$618K	0.31%	77
2019 Q2	$1.4M	Sell	23,043 -8,000	-26%	-$481K	0.2%	106
2019 Q1	$1.97M	Hold	31,043	–	–	0.28%	81
2018 Q4	$1.69M	Buy	31,043 +5,000	+19%	+$326K	0.28%	78
2018 Q3	$2.06M	Hold	26,043	–	–	0.24%	82
2018 Q2	$2.04M	Buy	+26,043	New	+$2.13M	0.22%	90
2018 Q1	–	Sell	-33,643	Closed	-$2.16M	–	149
2017 Q4	$2.16M	Hold	33,643	–	–	0.28%	71
2017 Q3	$1.81M	Hold	33,643	–	–	0.28%	86
2017 Q2	$1.82M	Sell	33,643 -2,500	-7%	-$128K	0.31%	88
2017 Q1	$1.75M	Hold	36,143	–	–	0.37%	85
2016 Q4	$1.6M	Hold	36,143	–	–	0.37%	80
2016 Q3	$1.31M	Sell	36,143 -10,000	-22%	-$372K	0.3%	102
2016 Q2	$1.71M	Sell	46,143 -10,000	-18%	-$368K	0.42%	79
2016 Q1	$2.07M	Hold	56,143	–	–	0.5%	72
2015 Q4	$2.52M	Buy	+56,143	New	+$2.45M	0.59%	55

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Formula Growth's EFOR Position: Q4 2022 in Review

Formula Growth sold out of Everforth Inc (EFOR) in Q4 2022, closing a stake of 47,157 shares — an estimated $4.26M sold.

Formula Growth first reported a position in EFOR in Q4 2015 and held it in 27 quarters. The position peaked at $9.46M in Q4 2021. 270 funds tracked by Wall St. Rank hold EFOR as of Q4 2022.

Formula Growth reported no remaining Everforth Inc position as of Q4 2022 after selling out during the quarter.
Formula Growth sold 47,157 Everforth Inc shares in Q4 2022, an estimated $4.26M.
Formula Growth first reported a position in Everforth Inc in Q4 2015 and held it in 27 quarters.
Formula Growth's Everforth Inc position peaked at $9.46M in Q4 2021.
270 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2022.

Based on Formula Growth's 13F filing for Q4 2022, filed 13 Feb 2023.