OIS
EFOR

Okabena Investment Services’s Everforth Inc EFOR Stock Holding History

Okabena Investment Services’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
Q4 		– Sell
-149
Closed -$12.2K – 101
2023
Q3 		$12.2K Hold
149
– – 0.01% 82
2023
Q2 		$11.3K Sell
149
-5,988
-98% -$430K 0.01% 131
2023
Q1 		$176K Buy
6,137
+5,988
+4,019% +$519K 0.12% 67
2022
Q4 		$12.1K Sell
149
-1,014
-87% -$88.9K 0.01% 133
2022
Q3 		$105K Hold
1,163
– – 0.05% 117
2022
Q2 		$105K Buy
1,163
+99
+9% +$10.2K 0.05% 105
2022
Q1 		$124K Hold
1,064
– – 0.05% 105
2021
Q4 		$131K Buy
+1,064
New +$130K 0.05% 113

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Okabena Investment Services's EFOR Position: Q4 2023 in Review

Okabena Investment Services sold out of Everforth Inc (EFOR) in Q4 2023, closing a stake of 149 shares — an estimated $12.2K sold.

Okabena Investment Services first reported a position in EFOR in Q4 2021 and held it in 8 quarters. The position peaked at $176K in Q1 2023. 278 funds tracked by Wall St. Rank hold EFOR as of Q4 2023.

  • Okabena Investment Services reported no remaining Everforth Inc position as of Q4 2023 after selling out during the quarter.
  • Okabena Investment Services sold 149 Everforth Inc shares in Q4 2023, an estimated $12.2K.
  • Okabena Investment Services first reported a position in Everforth Inc in Q4 2021 and held it in 8 quarters.
  • Okabena Investment Services's Everforth Inc position peaked at $176K in Q1 2023.
  • 278 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2023.

Based on Okabena Investment Services's 13F filing for Q4 2023, filed 14 Feb 2024.