LG
EFOR

Leuthold Group’s Everforth Inc EFOR Stock Holding History

Leuthold Group’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
-50,240
Closed -$4.54M – 196
2022
Q3 		$4.54M Sell
50,240
-1,018
-2% -$98.7K 0.68% 55
2022
Q2 		$4.63M Sell
51,258
-1,337
-3% -$137K 0.66% 52
2022
Q1 		$6.14M Sell
52,595
-203
-0.4% -$23K 0.79% 41
2021
Q4 		$6.51M Sell
52,798
-1,277
-2% -$156K 0.76% 44
2021
Q3 		$6.12M Buy
54,075
+154
+0.3% +$16.2K 0.75% 44
2021
Q2 		$5.23M Sell
53,921
-1,008
-2% -$103K 0.64% 56
2021
Q1 		$5.24M Sell
54,929
-4,976
-8% -$460K 0.66% 52
2020
Q4 		$5M Sell
59,905
-3,007
-5% -$231K 0.66% 54
2020
Q3 		$4M Sell
62,912
-1,245
-2% -$85.7K 0.55% 62
2020
Q2 		$4.28M Sell
64,157
-1,579
-2% -$83.8K 0.64% 60
2020
Q1 		$2.32M Sell
65,736
-4,240
-6% -$240K 0.42% 79
2019
Q4 		$4.97M Sell
69,976
-2,725
-4% -$178K 0.65% 65
2019
Q3 		$4.57M Sell
72,701
-3,911
-5% -$242K 0.6% 69
2019
Q2 		$4.64M Sell
76,612
-5,823
-7% -$350K 0.6% 61
2019
Q1 		$5.23M Sell
82,435
-2,675
-3% -$167K 0.7% 54
2018
Q4 		$4.64M Sell
85,110
-10,242
-11% -$668K 0.66% 48
2018
Q3 		$7.53M Sell
95,352
-1,734
-2% -$150K 0.82% 38
2018
Q2 		$7.59M Buy
+97,086
New +$7.94M 0.84% 33
2018
Q1 		– Sell
-90,434
Closed -$5.81M – 194
2017
Q4 		$5.81M Buy
+90,434
New +$5.47M 0.58% 63

Other funds holding EFOR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $113B AUM 38.87% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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 $1.88T AUM 44.46% 1-Year Est. Return

Leuthold Group's EFOR Position: Q4 2022 in Review

Leuthold Group sold out of Everforth Inc (EFOR) in Q4 2022, closing a stake of 50,240 shares — an estimated $4.54M sold.

Leuthold Group first reported a position in EFOR in Q4 2017 and held it in 19 quarters. The position peaked at $7.59M in Q2 2018. 270 funds tracked by Wall St. Rank hold EFOR as of Q4 2022.

  • Leuthold Group reported no remaining Everforth Inc position as of Q4 2022 after selling out during the quarter.
  • Leuthold Group sold 50,240 Everforth Inc shares in Q4 2022, an estimated $4.54M.
  • Leuthold Group first reported a position in Everforth Inc in Q4 2017 and held it in 19 quarters.
  • Leuthold Group's Everforth Inc position peaked at $7.59M in Q2 2018.
  • 270 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2022.

Based on Leuthold Group's 13F filing for Q4 2022, filed 31 Jan 2023.