PI
EFOR

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
2024
Q1 		– Sell
-3,000
Closed -$289K – 4001
2023
Q4 		$289K Sell
3,000
-100
-3% -$8.73K ﹤0.01% 2992
2023
Q3 		$253K Sell
3,100
-2,200
-42% -$175K ﹤0.01% 2916
2023
Q2 		$401K Buy
+5,300
New +$381K ﹤0.01% 2364
2023
Q1 		– Sell
-800
Closed -$65.2K – 4226
2022
Q4 		$65.2K Sell
800
-2,800
-78% -$246K ﹤0.01% 3816
2022
Q3 		$325K Sell
3,600
-7,800
-68% -$756K ﹤0.01% 3280
2022
Q2 		$952K Buy
11,400
+9,400
+470% +$964K ﹤0.01% 3154
2022
Q1 		$233K Sell
2,000
-6,000
-75% -$680K ﹤0.01% 3760
2021
Q4 		$987K Buy
+8,000
New +$978K ﹤0.01% 2571
2021
Q2 		– Sell
-17,300
Closed -$1.65M – 5095
2021
Q1 		$1.65M Buy
17,300
+11,200
+184% +$1.03M ﹤0.01% 2071
2020
Q4 		$510K Sell
6,100
-2,300
-27% -$177K ﹤0.01% 3066
2020
Q3 		$534K Sell
8,400
-1,500
-15% -$103K ﹤0.01% 2802
2020
Q2 		$660K Sell
9,900
-4,700
-32% -$249K ﹤0.01% 2450
2020
Q1 		$516K Buy
+14,600
New +$827K ﹤0.01% 2048
2019
Q3 		– Sell
-5,900
Closed -$358K – 3716
2019
Q2 		$358K Buy
5,900
+3,300
+127% +$198K ﹤0.01% 2509
2019
Q1 		$165K Buy
+2,600
New +$163K ﹤0.01% 3027

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