HWM
EFOR

Hohimer Wealth Management’s Everforth Inc EFOR Stock Holding History

Hohimer Wealth 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
2024
Q3 		– Sell
-4,702
Closed -$415K – 230
2024
Q2 		$415K Sell
4,702
-46
-1% -$4.39K 0.1% 158
2024
Q1 		$497K Sell
4,748
-2,900
-38% -$280K 0.12% 156
2023
Q4 		$736K Buy
7,648
+240
+3% +$21K 0.19% 137
2023
Q3 		$605K Hold
7,408
– – 0.17% 134
2023
Q2 		$560K Sell
7,408
-483
-6% -$34.7K 0.15% 144
2023
Q1 		$652K Buy
7,891
+4,599
+140% +$399K 0.19% 132
2022
Q4 		$268K Sell
3,292
-13,951
-81% -$1.22M 0.09% 139
2022
Q3 		$1.56M Sell
17,243
-105
-0.6% -$10.2K 0.5% 72
2022
Q2 		$1.57M Sell
17,348
-12,737
-42% -$1.31M 0.46% 79
2022
Q1 		$3.51M Buy
30,085
+854
+3% +$96.8K 0.69% 50
2021
Q4 		$3.61M Sell
29,231
-2,109
-7% -$258K 0.76% 46
2021
Q3 		$3.55M Sell
31,340
-378
-1% -$39.8K 0.74% 47
2021
Q2 		$3.07M Sell
31,718
-724
-2% -$74K 0.63% 62
2021
Q1 		$3.1M Buy
32,442
+5,037
+18% +$465K 0.75% 44
2020
Q4 		$2.29M Buy
27,405
+19
+0.1% +$1.46K 0.61% 55
2020
Q3 		$1.92M Buy
27,386
+320
+1% +$22K 0.55% 61
2020
Q2 		$1.8M Sell
27,066
-3,196
-11% -$170K 0.62% 56
2020
Q1 		$1.26M Buy
+30,262
New +$1.71M 0.53% 74

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Hohimer Wealth Management's EFOR Position: Q3 2024 in Review

Hohimer Wealth Management sold out of Everforth Inc (EFOR) in Q3 2024, closing a stake of 4,702 shares — an estimated $415K sold.

Hohimer Wealth Management first reported a position in EFOR in Q1 2020 and held it in 18 quarters. The position peaked at $3.61M in Q4 2021. 296 funds tracked by Wall St. Rank hold EFOR as of Q3 2024.

  • Hohimer Wealth Management reported no remaining Everforth Inc position as of Q3 2024 after selling out during the quarter.
  • Hohimer Wealth Management sold 4,702 Everforth Inc shares in Q3 2024, an estimated $415K.
  • Hohimer Wealth Management first reported a position in Everforth Inc in Q1 2020 and held it in 18 quarters.
  • Hohimer Wealth Management's Everforth Inc position peaked at $3.61M in Q4 2021.
  • 296 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2024.

Based on Hohimer Wealth Management's 13F filing for Q3 2024, filed 19 Nov 2024.