Innealta Capital’s Everforth Inc EFOR Stock Holding History

Innealta Capital’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	-1,009	Closed	-$89K	–	266
2024 Q2	$89K	Buy	+1,009	New	+$96.4K	0.03%	234

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Innealta Capital's EFOR Position: Q3 2024 in Review

Innealta Capital sold out of Everforth Inc (EFOR) in Q3 2024, closing a stake of 1,009 shares — an estimated $89K sold.

Innealta Capital first reported a position in EFOR in Q2 2024 and held it in 1 quarter. The position peaked at $89K in Q2 2024. 296 funds tracked by Wall St. Rank hold EFOR as of Q3 2024.

Innealta Capital reported no remaining Everforth Inc position as of Q3 2024 after selling out during the quarter.
Innealta Capital sold 1,009 Everforth Inc shares in Q3 2024, an estimated $89K.
Innealta Capital first reported a position in Everforth Inc in Q2 2024 and held it in 1 quarter.
Innealta Capital's Everforth Inc position peaked at $89K in Q2 2024.
296 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2024.

Based on Innealta Capital's 13F filing for Q3 2024, filed 29 Oct 2024.