IECM
EFOR

Intrinsic Edge Capital Management’s Everforth Inc EFOR Stock Holding History

Intrinsic Edge Capital 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
2022
Q4 		– Sell
-190,110
Closed -$17.2M – 142
2022
Q3 		$17.2M Buy
+190,110
New +$18.4M 1.88% 12

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

Intrinsic Edge Capital Management's EFOR Position: Q4 2022 in Review

Intrinsic Edge Capital Management sold out of Everforth Inc (EFOR) in Q4 2022, closing a stake of 190,110 shares — an estimated $17.2M sold.

Intrinsic Edge Capital Management first reported a position in EFOR in Q3 2022 and held it in 1 quarter. The position peaked at $17.2M in Q3 2022. 270 funds tracked by Wall St. Rank hold EFOR as of Q4 2022.

  • Intrinsic Edge Capital Management reported no remaining Everforth Inc position as of Q4 2022 after selling out during the quarter.
  • Intrinsic Edge Capital Management sold 190,110 Everforth Inc shares in Q4 2022, an estimated $17.2M.
  • Intrinsic Edge Capital Management first reported a position in Everforth Inc in Q3 2022 and held it in 1 quarter.
  • Intrinsic Edge Capital Management's Everforth Inc position peaked at $17.2M in Q3 2022.
  • 270 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2022.

Based on Intrinsic Edge Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.