HH
EFOR

HWG Holdings’s Everforth Inc EFOR Stock Holding History

HWG Holdings’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
Q2 		– Sell
-17
Closed -$1.41K – 144
2023
Q1 		$1.41K Hold
17
– – ﹤0.01% 96
2022
Q4 		$1K Hold
17
– – ﹤0.01% 102
2022
Q3 		$2K Buy
+17
New +$1.65K ﹤0.01% 97
2022
Q1 		$1.52M Sell
13,063
-3,298
-20% -$374K 0.76% 19
2021
Q4 		$2.02M Buy
+16,361
New +$2M 0.88% 30
2021
Q2 		$1.57M Sell
16,182
-1,381
-8% -$141K 0.68% 32
2021
Q1 		$1.68M Sell
17,563
-1,942
-10% -$179K 0.83% 25
2020
Q4 		$1.63M Buy
+19,505
New +$1.5M 0.82% 32

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
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
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

HWG Holdings's EFOR Position: Q2 2023 in Review

HWG Holdings sold out of Everforth Inc (EFOR) in Q2 2023, closing a stake of 17 shares — an estimated $1.41K sold.

HWG Holdings first reported a position in EFOR in Q4 2020 and held it in 8 quarters. The position peaked at $2.02M in Q4 2021. 250 funds tracked by Wall St. Rank hold EFOR as of Q2 2023.

  • HWG Holdings reported no remaining Everforth Inc position as of Q2 2023 after selling out during the quarter.
  • HWG Holdings sold 17 Everforth Inc shares in Q2 2023, an estimated $1.41K.
  • HWG Holdings first reported a position in Everforth Inc in Q4 2020 and held it in 8 quarters.
  • HWG Holdings's Everforth Inc position peaked at $2.02M in Q4 2021.
  • 250 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2023.

Based on HWG Holdings's 13F filing for Q2 2023, filed 15 Aug 2023.