Fort LP’s Everforth Inc EFOR Stock Holding History

Fort LP’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	-2,562	Closed	-$231K	–	204
2022 Q2	$231K	Sell	2,562 -2,407	-48%	-$247K	0.16%	233
2022 Q1	$580K	Buy	4,969 +1,750	+54%	+$198K	0.22%	195
2021 Q4	$397K	Buy	+3,219	New	+$394K	0.13%	244

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

Fort LP's EFOR Position: Q3 2022 in Review

Fort LP sold out of Everforth Inc (EFOR) in Q3 2022, closing a stake of 2,562 shares — an estimated $231K sold.

Fort LP first reported a position in EFOR in Q4 2021 and held it in 3 quarters. The position peaked at $580K in Q1 2022. 277 funds tracked by Wall St. Rank hold EFOR as of Q3 2022.

Fort LP reported no remaining Everforth Inc position as of Q3 2022 after selling out during the quarter.
Fort LP sold 2,562 Everforth Inc shares in Q3 2022, an estimated $231K.
Fort LP first reported a position in Everforth Inc in Q4 2021 and held it in 3 quarters.
Fort LP's Everforth Inc position peaked at $580K in Q1 2022.
277 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2022.

Based on Fort LP's 13F filing for Q3 2022, filed 10 Nov 2022.