KOCAA
EFOR

Knights of Columbus Asset Advisors’s Everforth Inc EFOR Stock Holding History

Knights of Columbus Asset 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
Q2 		– Sell
-23,336
Closed -$1.93M – 373
2023
Q1 		$1.93M Buy
23,336
+177
+0.8% +$15.4K 0.19% 181
2022
Q4 		$1.89M Sell
23,159
-262
-1% -$23K 0.2% 173
2022
Q3 		$2.12M Sell
23,421
-20,355
-46% -$1.97M 0.22% 156
2022
Q2 		$3.95M Buy
43,776
+507
+1% +$52K 0.39% 80
2022
Q1 		$5.05M Sell
43,269
-8,668
-17% -$983K 0.43% 73
2021
Q4 		$6.41M Buy
51,937
+691
+1% +$84.5K 0.52% 58
2021
Q3 		$5.8M Buy
51,246
+235
+0.5% +$24.7K 0.52% 57
2021
Q2 		$4.94M Buy
51,011
+443
+0.9% +$45.3K 0.46% 82
2021
Q1 		$4.83M Buy
50,568
+1,319
+3% +$122K 0.47% 76
2020
Q4 		$4.11M Sell
49,249
-57
-0.1% -$4.38K 0.44% 79
2020
Q3 		$3.13M Buy
49,306
+1,005
+2% +$69.2K 0.39% 86
2020
Q2 		$3.22M Buy
+48,301
New +$2.56M 0.4% 70

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

Knights of Columbus Asset Advisors's EFOR Position: Q2 2023 in Review

Knights of Columbus Asset Advisors sold out of Everforth Inc (EFOR) in Q2 2023, closing a stake of 23,336 shares — an estimated $1.93M sold.

Knights of Columbus Asset Advisors first reported a position in EFOR in Q2 2020 and held it in 12 quarters. The position peaked at $6.41M in Q4 2021. 250 funds tracked by Wall St. Rank hold EFOR as of Q2 2023.

  • Knights of Columbus Asset Advisors reported no remaining Everforth Inc position as of Q2 2023 after selling out during the quarter.
  • Knights of Columbus Asset Advisors sold 23,336 Everforth Inc shares in Q2 2023, an estimated $1.93M.
  • Knights of Columbus Asset Advisors first reported a position in Everforth Inc in Q2 2020 and held it in 12 quarters.
  • Knights of Columbus Asset Advisors's Everforth Inc position peaked at $6.41M in Q4 2021.
  • 250 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2023.

Based on Knights of Columbus Asset Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.