FWIA
EFOR

Fort Washington Investment Advisors’s Everforth Inc EFOR Stock Holding History

Fort Washington Investment Advisors’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
2024
Q2 		– Sell
-135,877
Closed -$14.2M – 399
2024
Q1 		$14.2M Buy
135,877
+7,960
+6% +$770K 0.09% 188
2023
Q4 		$12.3M Sell
127,917
-63,763
-33% -$5.57M 0.09% 193
2023
Q3 		$15.7M Buy
191,680
+6,970
+4% +$555K 0.12% 151
2023
Q2 		$14M Buy
184,710
+34,810
+23% +$2.5M 0.1% 195
2023
Q1 		$12.4M Buy
149,900
+9,821
+7% +$852K 0.09% 183
2022
Q4 		$11.4M Buy
140,079
+37,190
+36% +$3.26M 0.09% 186
2022
Q3 		$9.3M Sell
102,889
-13,910
-12% -$1.35M 0.08% 193
2022
Q2 		$10.5M Sell
116,799
-22,930
-16% -$2.35M 0.08% 191
2022
Q1 		$16.3M Buy
139,729
+35,510
+34% +$4.03M 0.1% 146
2021
Q4 		$12.9M Sell
104,219
-11,580
-10% -$1.42M 0.08% 185
2021
Q3 		$13.1M Buy
115,799
+1,771
+2% +$186K 0.08% 156
2021
Q2 		$11.1M Sell
114,028
-7,902
-6% -$807K 0.1% 187
2021
Q1 		$11.6M Buy
121,930
+8,783
+8% +$811K 0.11% 151
2020
Q4 		$9.45M Sell
113,147
-12,341
-10% -$949K 0.1% 184
2020
Q3 		$7.98M Sell
125,488
-11,852
-9% -$815K 0.08% 173
2020
Q2 		$9.16M Sell
137,340
-90,800
-40% -$4.82M 0.1% 143
2020
Q1 		$8.06M Buy
228,140
+45,300
+25% +$2.57M 0.11% 142
2019
Q4 		$13M Sell
182,840
-18,700
-9% -$1.22M 0.14% 139
2019
Q3 		$12.7M Buy
201,540
+76,000
+61% +$4.69M 0.14% 133
2019
Q2 		$7.61M Buy
+125,540
New +$7.54M 0.08% 182

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fort Washington Investment Advisors's EFOR Position: Q2 2024 in Review

Fort Washington Investment Advisors sold out of Everforth Inc (EFOR) in Q2 2024, closing a stake of 135,877 shares — an estimated $14.2M sold.

Fort Washington Investment Advisors first reported a position in EFOR in Q2 2019 and held it in 20 quarters. The position peaked at $16.3M in Q1 2022. 297 funds tracked by Wall St. Rank hold EFOR as of Q2 2024.

  • Fort Washington Investment Advisors reported no remaining Everforth Inc position as of Q2 2024 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 135,877 Everforth Inc shares in Q2 2024, an estimated $14.2M.
  • Fort Washington Investment Advisors first reported a position in Everforth Inc in Q2 2019 and held it in 20 quarters.
  • Fort Washington Investment Advisors's Everforth Inc position peaked at $16.3M in Q1 2022.
  • 297 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2024.

Based on Fort Washington Investment Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.