Meritage Portfolio Management’s Everforth Inc EFOR Stock Holding History

Meritage Portfolio 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 Q2	–	Sell	-4,087	Closed	-$338K	–	341
2023 Q1	$338K	Sell	4,087 -2,008	-33%	-$174K	0.03%	238
2022 Q4	$497K	Buy	6,095 +169	+3%	+$14.8K	0.04%	214
2022 Q3	$536K	Buy	5,926 +341	+6%	+$33.1K	0.04%	209
2022 Q2	$504K	Sell	5,585 -247	-4%	-$25.3K	0.04%	211
2022 Q1	$681K	Buy	5,832 +513	+10%	+$58.1K	0.04%	211
2021 Q4	$656K	Buy	5,319 +418	+9%	+$51.1K	0.04%	208
2021 Q3	$554K	Buy	4,901 +405	+9%	+$42.6K	0.03%	212
2021 Q2	$436K	Buy	4,496 +685	+18%	+$70K	0.03%	225
2021 Q1	$364K	Buy	+3,811	New	+$352K	0.02%	224

Other funds holding EFOR

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Meritage Portfolio Management's EFOR Position: Q2 2023 in Review

Meritage Portfolio Management sold out of Everforth Inc (EFOR) in Q2 2023, closing a stake of 4,087 shares — an estimated $338K sold.

Meritage Portfolio Management first reported a position in EFOR in Q1 2021 and held it in 9 quarters. The position peaked at $681K in Q1 2022. 250 funds tracked by Wall St. Rank hold EFOR as of Q2 2023.

Meritage Portfolio Management reported no remaining Everforth Inc position as of Q2 2023 after selling out during the quarter.
Meritage Portfolio Management sold 4,087 Everforth Inc shares in Q2 2023, an estimated $338K.
Meritage Portfolio Management first reported a position in Everforth Inc in Q1 2021 and held it in 9 quarters.
Meritage Portfolio Management's Everforth Inc position peaked at $681K in Q1 2022.
250 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2023.

Based on Meritage Portfolio Management's 13F filing for Q2 2023, filed 31 Jul 2023.