HR
EFOR

Howe & Rusling’s Everforth Inc EFOR Stock Holding History

Howe & Rusling’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
Q4 		– Sell
-19
Closed -$2K – 370
2022
Q3 		$2K Hold
19
– – ﹤0.01% 839
2022
Q2 		$2K Sell
19
-8
-30% -$820 ﹤0.01% 842
2022
Q1 		$3K Hold
27
– – ﹤0.01% 762
2021
Q4 		$3K Sell
27
-4
-13% -$489 ﹤0.01% 784
2021
Q3 		$4K Buy
31
+3
+11% +$316 ﹤0.01% 678
2021
Q2 		$3K Hold
28
– – ﹤0.01% 722
2021
Q1 		$3K Hold
28
– – ﹤0.01% 726
2020
Q4 		$2K Buy
28
+4
+17% +$308 ﹤0.01% 777
2020
Q3 		$2K Buy
24
+9
+60% +$619 ﹤0.01% 686
2020
Q2 		$1K Buy
+15
New +$796 ﹤0.01% 720

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Howe & Rusling's EFOR Position: Q4 2022 in Review

Howe & Rusling sold out of Everforth Inc (EFOR) in Q4 2022, closing a stake of 19 shares — an estimated $2K sold.

Howe & Rusling first reported a position in EFOR in Q2 2020 and held it in 10 quarters. The position peaked at $4K in Q3 2021. 270 funds tracked by Wall St. Rank hold EFOR as of Q4 2022.

  • Howe & Rusling reported no remaining Everforth Inc position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 19 Everforth Inc shares in Q4 2022, an estimated $2K.
  • Howe & Rusling first reported a position in Everforth Inc in Q2 2020 and held it in 10 quarters.
  • Howe & Rusling's Everforth Inc position peaked at $4K in Q3 2021.
  • 270 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.