Harbor Investment Advisory’s Everforth Inc EFOR Stock Holding History

Harbor Investment Advisory’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 Q3	–	Sell	-1,059	Closed	-$80.1K	–	1197
2023 Q2	$80.1K	Buy	1,059 +133	+14%	+$9.56K	0.01%	567
2023 Q1	$76.6K	Hold	926	–	–	0.01%	576
2022 Q4	$75.5K	Hold	926	–	–	0.01%	564
2022 Q3	$84K	Hold	926	–	–	0.01%	515
2022 Q2	$84K	Buy	926 +110	+13%	+$11.3K	0.01%	544
2022 Q1	$95K	Hold	816	–	–	0.01%	545
2021 Q4	$101K	Hold	816	–	–	0.01%	528
2021 Q3	$92K	Hold	816	–	–	0.01%	549
2021 Q2	$79K	Hold	816	–	–	0.01%	569
2021 Q1	$78K	Hold	816	–	–	0.01%	547
2020 Q4	$68K	Buy	816 +245	+43%	+$18.8K	0.01%	548
2020 Q3	$36K	Buy	571 +296	+108%	+$20.4K	0.01%	589
2020 Q2	$18K	Hold	275	–	–	﹤0.01%	661
2020 Q1	$10K	Buy	+275	New	+$15.6K	﹤0.01%	731

Other funds holding EFOR

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Harbor Investment Advisory's EFOR Position: Q3 2023 in Review

Harbor Investment Advisory sold out of Everforth Inc (EFOR) in Q3 2023, closing a stake of 1,059 shares — an estimated $80.1K sold.

Harbor Investment Advisory first reported a position in EFOR in Q1 2020 and held it in 14 quarters. The position peaked at $101K in Q4 2021. 261 funds tracked by Wall St. Rank hold EFOR as of Q3 2023.

Harbor Investment Advisory reported no remaining Everforth Inc position as of Q3 2023 after selling out during the quarter.
Harbor Investment Advisory sold 1,059 Everforth Inc shares in Q3 2023, an estimated $80.1K.
Harbor Investment Advisory first reported a position in Everforth Inc in Q1 2020 and held it in 14 quarters.
Harbor Investment Advisory's Everforth Inc position peaked at $101K in Q4 2021.
261 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2023.

Based on Harbor Investment Advisory's 13F filing for Q3 2023, filed 13 Oct 2023.