HSA
EFOR

Hussman Strategic Advisors’s Everforth Inc EFOR Stock Holding History

Hussman Strategic 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
2023
Q3 		– Sell
-15,500
Closed -$1.17M – 301
2023
Q2 		$1.17M Hold
15,500
– – 0.22% 192
2023
Q1 		$1.28M Buy
15,500
+9,300
+150% +$807K 0.2% 190
2022
Q4 		$505K Hold
6,200
– – 0.08% 258
2022
Q3 		$560K Hold
6,200
– – 0.1% 249
2022
Q2 		$560K Buy
+6,200
New +$636K 0.1% 252
2021
Q1 		– Sell
-10,200
Closed -$852K – 330
2020
Q4 		$852K Sell
10,200
-5,150
-34% -$396K 0.22% 173
2020
Q3 		$976K Buy
15,350
+350
+2% +$24.1K 0.26% 155
2020
Q2 		$1M Hold
15,000
– – 0.26% 159
2020
Q1 		$530K Buy
+15,000
New +$850K 0.14% 215

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Hussman Strategic Advisors's EFOR Position: Q3 2023 in Review

Hussman Strategic Advisors sold out of Everforth Inc (EFOR) in Q3 2023, closing a stake of 15,500 shares — an estimated $1.17M sold.

Hussman Strategic Advisors first reported a position in EFOR in Q1 2020 and held it in 9 quarters. The position peaked at $1.28M in Q1 2023. 261 funds tracked by Wall St. Rank hold EFOR as of Q3 2023.

  • Hussman Strategic Advisors reported no remaining Everforth Inc position as of Q3 2023 after selling out during the quarter.
  • Hussman Strategic Advisors sold 15,500 Everforth Inc shares in Q3 2023, an estimated $1.17M.
  • Hussman Strategic Advisors first reported a position in Everforth Inc in Q1 2020 and held it in 9 quarters.
  • Hussman Strategic Advisors's Everforth Inc position peaked at $1.28M in Q1 2023.
  • 261 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2023.

Based on Hussman Strategic Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.