M&R Capital Management’s Everforth Inc EFOR Stock Holding History

M&R 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
2023 Q1	–	Sell	-18	Closed	-$1.47K	–	609
2022 Q4	$1.47K	Buy	+18	New	+$1.58K	﹤0.01%	541

Other funds holding EFOR

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

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

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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

M&R Capital Management's EFOR Position: Q1 2023 in Review

M&R Capital Management sold out of Everforth Inc (EFOR) in Q1 2023, closing a stake of 18 shares — an estimated $1.47K sold.

M&R Capital Management first reported a position in EFOR in Q4 2022 and held it in 1 quarter. The position peaked at $1.47K in Q4 2022. 274 funds tracked by Wall St. Rank hold EFOR as of Q1 2023.

M&R Capital Management reported no remaining Everforth Inc position as of Q1 2023 after selling out during the quarter.
M&R Capital Management sold 18 Everforth Inc shares in Q1 2023, an estimated $1.47K.
M&R Capital Management first reported a position in Everforth Inc in Q4 2022 and held it in 1 quarter.
M&R Capital Management's Everforth Inc position peaked at $1.47K in Q4 2022.
274 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2023.

Based on M&R Capital Management's 13F filing for Q1 2023, filed 3 Apr 2023.