PEAK6 Investments’s Everforth Inc EFOR Stock Holding History

PEAK6 Investments’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 Q3	–	Sell	-8,272	Closed	-$659K	–	4032
2023 Q2	$626K	Buy	+8,272	New	+$595K	﹤0.01%	2032
2023 Q1	–	Sell	-4,571	Closed	-$372K	–	4227
2022 Q4	$372K	Buy	4,571 +4,377	+2,256%	+$384K	﹤0.01%	2771
2022 Q3	$18K	Sell	194 -8,078	-98%	-$783K	﹤0.01%	4535
2022 Q2	$626K	Buy	+8,272	New	+$848K	﹤0.01%	3581
2021 Q2	–	Sell	-1,209	Closed	-$115K	–	5096
2021 Q1	$115K	Buy	+1,209	New	+$112K	﹤0.01%	4216
2020 Q3	–	Sell	-14,331	Closed	-$986K	–	4331
2020 Q2	$956K	Buy	14,331 +2,774	+24%	+$147K	﹤0.01%	2133
2020 Q1	$408K	Buy	+11,557	New	+$655K	﹤0.01%	2244
2019 Q2	–	Sell	-12,201	Closed	-$733K	–	3635
2019 Q1	$775K	Buy	+12,201	New	+$763K	﹤0.01%	2052
2018 Q4	–	Sell	-10,475	Closed	-$827K	–	3969
2018 Q3	$827K	Buy	+10,475	New	+$905K	﹤0.01%	2143

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PEAK6 Investments's EFOR Position: Q3 2023 in Review

PEAK6 Investments sold out of Everforth Inc (EFOR) in Q3 2023, closing a stake of 8,272 shares — an estimated $659K sold.

PEAK6 Investments first reported a position in EFOR in Q3 2018 and held it in 9 quarters. The position peaked at $956K in Q2 2020. 261 funds tracked by Wall St. Rank hold EFOR as of Q3 2023.

PEAK6 Investments reported no remaining Everforth Inc position as of Q3 2023 after selling out during the quarter.
PEAK6 Investments sold 8,272 Everforth Inc shares in Q3 2023, an estimated $659K.
PEAK6 Investments first reported a position in Everforth Inc in Q3 2018 and held it in 9 quarters.
PEAK6 Investments's Everforth Inc position peaked at $956K in Q2 2020.
261 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2023.

Based on PEAK6 Investments's 13F filing for Q3 2023, filed 13 Nov 2023.