HFM
EFOR

Harvest Fund Management’s Everforth Inc EFOR Stock Holding History

Harvest Fund Management’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
Q2 		– Sell
-168
Closed -$19K – 713
2022
Q1 		$19K Hold
168
– – ﹤0.01% 578
2021
Q4 		$20K Hold
168
– – ﹤0.01% 610
2021
Q3 		$19K Hold
168
– – ﹤0.01% 593
2021
Q2 		$16K Sell
168
-172
-51% -$17.6K ﹤0.01% 649
2021
Q1 		$32K Buy
+340
New +$31.4K ﹤0.01% 523
2018
Q4 		– Sell
-623
Closed -$49K – 334
2018
Q3 		$49K Buy
+623
New +$53.8K 0.01% 364

Other funds holding EFOR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Harvest Fund Management's EFOR Position: Q2 2022 in Review

Harvest Fund Management sold out of Everforth Inc (EFOR) in Q2 2022, closing a stake of 168 shares — an estimated $19K sold.

Harvest Fund Management first reported a position in EFOR in Q3 2018 and held it in 6 quarters. The position peaked at $49K in Q3 2018. 289 funds tracked by Wall St. Rank hold EFOR as of Q2 2022.

  • Harvest Fund Management reported no remaining Everforth Inc position as of Q2 2022 after selling out during the quarter.
  • Harvest Fund Management sold 168 Everforth Inc shares in Q2 2022, an estimated $19K.
  • Harvest Fund Management first reported a position in Everforth Inc in Q3 2018 and held it in 6 quarters.
  • Harvest Fund Management's Everforth Inc position peaked at $49K in Q3 2018.
  • 289 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2022.

Based on Harvest Fund Management's 13F filing for Q2 2022, filed 11 Aug 2022.