PP
EFOR

PDT Partners’s Everforth Inc EFOR Stock Holding History

PDT Partners’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
Q1 		– Sell
-18,746
Closed -$1.53M – 571
2022
Q4 		$1.53M Buy
18,746
+1,247
+7% +$109K 0.25% 136
2022
Q3 		$1.58M Buy
17,499
+2,653
+18% +$257K 0.24% 97
2022
Q2 		$1.34M Buy
+14,846
New +$1.52M 0.12% 288
2020
Q2 		– Sell
-17,400
Closed -$615K – 669
2020
Q1 		$615K Buy
17,400
+11,199
+181% +$634K 0.05% 322
2019
Q4 		$440K Buy
+6,201
New +$405K 0.03% 446
2016
Q2 		– Sell
-100,640
Closed -$3.72M – 446
2016
Q1 		$3.72M Buy
100,640
+65,975
+190% +$2.33M 0.23% 178
2015
Q4 		$1.56M Buy
+34,665
New +$1.52M 0.21% 169
2015
Q3 		– Sell
-22,206
Closed -$872K – 1256
2015
Q2 		$872K Buy
22,206
+12,448
+128% +$475K 0.02% 782
2015
Q1 		$374K Buy
+9,758
New +$356K 0.01% 1106
2014
Q2 		– Sell
-28,067
Closed -$1.08M – 1397
2014
Q1 		$1.08M Buy
+28,067
New +$941K 0.03% 650
2013
Q4 		– Sell
-33,636
Closed -$1.11M – 655
2013
Q3 		$1.11M Buy
33,636
+386
+1% +$12K 0.03% 731
2013
Q2 		$888K Buy
+33,250
New +$837K 0.02% 857

Other funds holding EFOR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

PDT Partners's EFOR Position: Q1 2023 in Review

PDT Partners sold out of Everforth Inc (EFOR) in Q1 2023, closing a stake of 18,746 shares — an estimated $1.53M sold.

PDT Partners first reported a position in EFOR in Q2 2013 and held it in 12 quarters. The position peaked at $3.72M in Q1 2016. 274 funds tracked by Wall St. Rank hold EFOR as of Q1 2023.

  • PDT Partners reported no remaining Everforth Inc position as of Q1 2023 after selling out during the quarter.
  • PDT Partners sold 18,746 Everforth Inc shares in Q1 2023, an estimated $1.53M.
  • PDT Partners first reported a position in Everforth Inc in Q2 2013 and held it in 12 quarters.
  • PDT Partners's Everforth Inc position peaked at $3.72M in Q1 2016.
  • 274 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2023.

Based on PDT Partners's 13F filing for Q1 2023, filed 15 May 2023.