National Bank of Canada
EFOR

National Bank of Canada’s Everforth Inc EFOR Stock Holding History

National Bank of Canada’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
Q2 		– Sell
-1,250
Closed -$125K – 2700
2024
Q1 		$125K Hold
1,250
– – ﹤0.01% 1497
2023
Q4 		$119K Hold
1,250
– – ﹤0.01% 1534
2023
Q3 		$99.3K Hold
1,250
– – ﹤0.01% 1621
2023
Q2 		$94.5K Hold
1,250
– – ﹤0.01% 1609
2023
Q1 		$103K Buy
+1,250
New +$108K ﹤0.01% 1526

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
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

National Bank of Canada's EFOR Position: Q2 2024 in Review

National Bank of Canada sold out of Everforth Inc (EFOR) in Q2 2024, closing a stake of 1,250 shares — an estimated $125K sold.

National Bank of Canada first reported a position in EFOR in Q1 2023 and held it in 5 quarters. The position peaked at $125K in Q1 2024. 297 funds tracked by Wall St. Rank hold EFOR as of Q2 2024.

  • National Bank of Canada reported no remaining Everforth Inc position as of Q2 2024 after selling out during the quarter.
  • National Bank of Canada sold 1,250 Everforth Inc shares in Q2 2024, an estimated $125K.
  • National Bank of Canada first reported a position in Everforth Inc in Q1 2023 and held it in 5 quarters.
  • National Bank of Canada's Everforth Inc position peaked at $125K in Q1 2024.
  • 297 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2024.

Based on National Bank of Canada's 13F filing for Q2 2024, filed 2 Aug 2024.