MYIA
EFOR

Mount Yale Investment Advisors’s Everforth Inc EFOR Stock Holding History

Mount Yale Investment 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
2024
Q4 		– Sell
-2,880
Closed -$269K – 558
2024
Q3 		$269K Sell
2,880
-13
-0.4% -$1.21K 0.03% 469
2024
Q2 		$255K Buy
2,893
+5
+0.2% +$478 0.02% 475
2024
Q1 		$303K Buy
2,888
+430
+17% +$41.6K 0.02% 447
2023
Q4 		$236K Sell
2,458
-29
-1% -$2.53K 0.02% 453
2023
Q3 		$203K Buy
+2,487
New +$198K 0.02% 473
2023
Q2 		– Sell
-3,254
Closed -$269K – 481
2023
Q1 		$269K Buy
+3,254
New +$282K 0.03% 405
2022
Q4 		– Sell
-3,314
Closed -$299K – 454
2022
Q3 		$299K Sell
3,314
-21
-0.6% -$2.04K 0.04% 344
2022
Q2 		$301K Buy
3,335
+302
+10% +$31K 0.04% 353
2022
Q1 		$354K Buy
3,033
+392
+15% +$44.4K 0.04% 339
2021
Q4 		$326K Buy
+2,641
New +$323K 0.03% 354
2018
Q4 		– Sell
-2,126
Closed -$151K – 348
2018
Q3 		$151K Buy
2,126
+258
+14% +$22.3K 0.03% 331
2018
Q2 		$146K Buy
1,868
+134
+8% +$11K 0.03% 358
2018
Q1 		$142K Buy
+1,734
New +$130K 0.03% 351

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Mount Yale Investment Advisors's EFOR Position: Q4 2024 in Review

Mount Yale Investment Advisors sold out of Everforth Inc (EFOR) in Q4 2024, closing a stake of 2,880 shares — an estimated $269K sold.

Mount Yale Investment Advisors first reported a position in EFOR in Q1 2018 and held it in 13 quarters. The position peaked at $354K in Q1 2022. 309 funds tracked by Wall St. Rank hold EFOR as of Q4 2024.

  • Mount Yale Investment Advisors reported no remaining Everforth Inc position as of Q4 2024 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,880 Everforth Inc shares in Q4 2024, an estimated $269K.
  • Mount Yale Investment Advisors first reported a position in Everforth Inc in Q1 2018 and held it in 13 quarters.
  • Mount Yale Investment Advisors's Everforth Inc position peaked at $354K in Q1 2022.
  • 309 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2024.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.