HFS
EFOR

Heritage Financial Services’s Everforth Inc EFOR Stock Holding History

Heritage Financial Services’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
-38
Closed -$3K – 84
2022
Q2 		$3K Buy
+38
New +$3.9K ﹤0.01% 382

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
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Heritage Financial Services's EFOR Position: Q3 2022 in Review

Heritage Financial Services sold out of Everforth Inc (EFOR) in Q3 2022, closing a stake of 38 shares — an estimated $3K sold.

Heritage Financial Services first reported a position in EFOR in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 277 funds tracked by Wall St. Rank hold EFOR as of Q3 2022.

  • Heritage Financial Services reported no remaining Everforth Inc position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 38 Everforth Inc shares in Q3 2022, an estimated $3K.
  • Heritage Financial Services first reported a position in Everforth Inc in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Everforth Inc position peaked at $3K in Q2 2022.
  • 277 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.