HighTower Advisors
EFOR

HighTower Advisors’s Everforth Inc EFOR Stock Holding History

HighTower 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
-2,054
Closed -$215K – 3696
2024
Q1 		$215K Buy
+2,054
New +$199K ﹤0.01% 2937
2023
Q3 		– Sell
-17,247
Closed -$1.3M – 3576
2023
Q2 		$1.3M Buy
17,247
+138
+0.8% +$9.92K ﹤0.01% 1604
2023
Q1 		$1.41M Buy
17,109
+23
+0.1% +$2K ﹤0.01% 1486
2022
Q4 		$1.39M Sell
17,086
-198
-1% -$17.4K ﹤0.01% 1489
2022
Q3 		$1.56M Buy
17,284
+19
+0.1% +$1.84K ﹤0.01% 1379
2022
Q2 		$1.56M Sell
17,265
-5,099
-23% -$523K ﹤0.01% 1394
2022
Q1 		$2.61M Buy
22,364
+3
+0% +$340 0.01% 1224
2021
Q4 		$2.76M Sell
22,361
-635
-3% -$77.6K 0.01% 1187
2021
Q3 		$2.6M Sell
22,996
-211
-0.9% -$22.2K 0.01% 1121
2021
Q2 		$2.25M Buy
23,207
+246
+1% +$25.1K 0.01% 1161
2021
Q1 		$2.19M Sell
22,961
-1,388
-6% -$128K 0.01% 1086
2020
Q4 		$2.03M Buy
+24,349
New +$1.87M 0.01% 905
2020
Q1 		– Sell
-43,262
Closed -$3.07M – 2228
2019
Q4 		$3.07M Sell
43,262
-1,440
-3% -$94K 0.02% 729
2019
Q3 		$2.81M Sell
44,702
-205
-0.5% -$12.7K 0.02% 770
2019
Q2 		$2.73M Buy
44,907
+813
+2% +$48.8K 0.02% 787
2019
Q1 		$2.79M Buy
44,094
+4,500
+11% +$281K 0.02% 722
2018
Q4 		$2.15M Buy
39,594
+310
+0.8% +$20.2K 0.02% 736
2018
Q3 		$3.13M Buy
+39,284
New +$3.39M 0.02% 680
2016
Q3 		– Sell
-17,372
Closed -$640K – 1875
2016
Q2 		$640K Buy
+17,372
New +$639K 0.01% 1051
2014
Q1 		– Sell
-36,095
Closed -$1.26M – 1599
2013
Q4 		$1.26M Buy
36,095
+2,795
+8% +$93.1K 0.03% 618
2013
Q3 		$1.1M Buy
33,300
+2,695
+9% +$83.6K 0.03% 599
2013
Q2 		$818K Buy
+30,605
New +$770K 0.02% 653

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

HighTower Advisors's EFOR Position: Q2 2024 in Review

HighTower Advisors sold out of Everforth Inc (EFOR) in Q2 2024, closing a stake of 2,054 shares — an estimated $215K sold.

HighTower Advisors first reported a position in EFOR in Q2 2013 and held it in 22 quarters. The position peaked at $3.13M in Q3 2018. 297 funds tracked by Wall St. Rank hold EFOR as of Q2 2024.

  • HighTower Advisors reported no remaining Everforth Inc position as of Q2 2024 after selling out during the quarter.
  • HighTower Advisors sold 2,054 Everforth Inc shares in Q2 2024, an estimated $215K.
  • HighTower Advisors first reported a position in Everforth Inc in Q2 2013 and held it in 22 quarters.
  • HighTower Advisors's Everforth Inc position peaked at $3.13M in Q3 2018.
  • 297 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2024.

Based on HighTower Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.