NRD
EFOR

Nebula Research & Development’s Everforth Inc EFOR Stock Holding History

Nebula Research & Development’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
-3,532
Closed -$292K – 342
2023
Q1 		$292K Buy
+3,532
New +$306K 0.52% 116

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

Nebula Research & Development's EFOR Position: Q2 2023 in Review

Nebula Research & Development sold out of Everforth Inc (EFOR) in Q2 2023, closing a stake of 3,532 shares — an estimated $292K sold.

Nebula Research & Development first reported a position in EFOR in Q1 2023 and held it in 1 quarter. The position peaked at $292K in Q1 2023. 250 funds tracked by Wall St. Rank hold EFOR as of Q2 2023.

  • Nebula Research & Development reported no remaining Everforth Inc position as of Q2 2023 after selling out during the quarter.
  • Nebula Research & Development sold 3,532 Everforth Inc shares in Q2 2023, an estimated $292K.
  • Nebula Research & Development first reported a position in Everforth Inc in Q1 2023 and held it in 1 quarter.
  • Nebula Research & Development's Everforth Inc position peaked at $292K in Q1 2023.
  • 250 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2023.

Based on Nebula Research & Development's 13F filing for Q2 2023, filed 14 Aug 2023.