KCM
EFOR

Kathmere Capital Management’s Everforth Inc EFOR Stock Holding History

Kathmere 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
2024
Q4 		– Sell
-2,314
Closed -$216K – 412
2024
Q3 		$216K Buy
+2,314
New +$215K 0.02% 351
2024
Q2 		– Sell
-2,174
Closed -$228K – 341
2024
Q1 		$228K Buy
2,174
+12
+0.6% +$1.16K 0.03% 285
2023
Q4 		$208K Buy
+2,162
New +$189K 0.03% 272

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Kathmere Capital Management's EFOR Position: Q4 2024 in Review

Kathmere Capital Management sold out of Everforth Inc (EFOR) in Q4 2024, closing a stake of 2,314 shares — an estimated $216K sold.

Kathmere Capital Management first reported a position in EFOR in Q4 2023 and held it in 3 quarters. The position peaked at $228K in Q1 2024. 309 funds tracked by Wall St. Rank hold EFOR as of Q4 2024.

  • Kathmere Capital Management reported no remaining Everforth Inc position as of Q4 2024 after selling out during the quarter.
  • Kathmere Capital Management sold 2,314 Everforth Inc shares in Q4 2024, an estimated $216K.
  • Kathmere Capital Management first reported a position in Everforth Inc in Q4 2023 and held it in 3 quarters.
  • Kathmere Capital Management's Everforth Inc position peaked at $228K in Q1 2024.
  • 309 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2024.

Based on Kathmere Capital Management's 13F filing for Q4 2024, filed 14 Jan 2025.