NIG
EFOR

NFJ Investment Group’s Everforth Inc EFOR Stock Holding History

NFJ Investment Group’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
Q3 		– Sell
-32,792
Closed -$2.89M – 272
2024
Q2 		$2.89M Sell
32,792
-2,977
-8% -$284K 0.09% 174
2024
Q1 		$3.75M Sell
35,769
-2,713
-7% -$262K 0.1% 148
2023
Q4 		$3.7M Sell
38,482
-18,661
-33% -$1.63M 0.1% 155
2023
Q3 		$4.67M Hold
57,143
– – 0.14% 118
2023
Q2 		$4.32M Buy
57,143
+10,053
+21% +$723K 0.11% 137
2023
Q1 		$3.89M Buy
+47,090
New +$4.08M 0.1% 176

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

NFJ Investment Group's EFOR Position: Q3 2024 in Review

NFJ Investment Group sold out of Everforth Inc (EFOR) in Q3 2024, closing a stake of 32,792 shares — an estimated $2.89M sold.

NFJ Investment Group first reported a position in EFOR in Q1 2023 and held it in 6 quarters. The position peaked at $4.67M in Q3 2023. 296 funds tracked by Wall St. Rank hold EFOR as of Q3 2024.

  • NFJ Investment Group reported no remaining Everforth Inc position as of Q3 2024 after selling out during the quarter.
  • NFJ Investment Group sold 32,792 Everforth Inc shares in Q3 2024, an estimated $2.89M.
  • NFJ Investment Group first reported a position in Everforth Inc in Q1 2023 and held it in 6 quarters.
  • NFJ Investment Group's Everforth Inc position peaked at $4.67M in Q3 2023.
  • 296 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2024.

Based on NFJ Investment Group's 13F filing for Q3 2024, filed 14 Nov 2024.