MAP
EFOR

Moody Aldrich Partners’s Everforth Inc EFOR Stock Holding History

Moody Aldrich Partners’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
-36,841
Closed -$3.05M – 154
2023
Q1 		$3.05M Sell
36,841
-20,102
-35% -$1.74M 0.61% 70
2022
Q4 		$4.64M Sell
56,943
-1,503
-3% -$132K 0.94% 41
2022
Q3 		$5.28M Sell
58,446
-141
-0.2% -$13.7K 1.09% 35
2022
Q2 		$5.29M Sell
58,587
-8,728
-13% -$895K 1.04% 39
2022
Q1 		$7.86M Buy
67,315
+7,137
+12% +$809K 1.1% 34
2021
Q4 		$7.43M Sell
60,178
-11,113
-16% -$1.36M 1.03% 43
2021
Q3 		$8.07M Buy
71,291
+10,195
+17% +$1.07M 1.02% 41
2021
Q2 		$5.92M Buy
61,096
+9,021
+17% +$922K 0.83% 57
2021
Q1 		$4.97M Buy
52,075
+806
+2% +$74.4K 0.72% 62
2020
Q4 		$4.28M Buy
51,269
+48
+0.1% +$3.69K 0.69% 71
2020
Q3 		$3.26M Buy
51,221
+1,238
+2% +$85.2K 0.68% 68
2020
Q2 		$3.33M Buy
49,983
+7,271
+17% +$386K 0.71% 65
2020
Q1 		$1.51M Buy
42,712
+676
+2% +$38.3K 0.46% 80
2019
Q4 		$2.98M Sell
42,036
-398
-0.9% -$26K 0.61% 70
2019
Q3 		$2.67M Sell
42,434
-513
-1% -$31.7K 0.71% 59
2019
Q2 		$2.6M Buy
42,947
+1,157
+3% +$69.5K 0.67% 64
2019
Q1 		$2.65M Buy
41,790
+6,281
+18% +$393K 0.74% 58
2018
Q4 		$1.94M Sell
35,509
-2,750
-7% -$179K 0.64% 64
2018
Q3 		$3.02M Buy
38,259
+6,101
+19% +$527K 0.87% 55
2018
Q2 		$2.51M Buy
+32,158
New +$2.63M 0.89% 57

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

Moody Aldrich Partners's EFOR Position: Q2 2023 in Review

Moody Aldrich Partners sold out of Everforth Inc (EFOR) in Q2 2023, closing a stake of 36,841 shares — an estimated $3.05M sold.

Moody Aldrich Partners first reported a position in EFOR in Q2 2018 and held it in 20 quarters. The position peaked at $8.07M in Q3 2021. 250 funds tracked by Wall St. Rank hold EFOR as of Q2 2023.

  • Moody Aldrich Partners reported no remaining Everforth Inc position as of Q2 2023 after selling out during the quarter.
  • Moody Aldrich Partners sold 36,841 Everforth Inc shares in Q2 2023, an estimated $3.05M.
  • Moody Aldrich Partners first reported a position in Everforth Inc in Q2 2018 and held it in 20 quarters.
  • Moody Aldrich Partners's Everforth Inc position peaked at $8.07M in Q3 2021.
  • 250 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2023.

Based on Moody Aldrich Partners's 13F filing for Q2 2023, filed 28 Jul 2023.