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
-2,600
Closed -$250K – 4002
2023
Q4 		$250K Sell
2,600
-4,400
-63% -$384K ﹤0.01% 3096
2023
Q3 		$572K Sell
7,000
-40,100
-85% -$3.19M ﹤0.01% 2281
2023
Q2 		$3.56M Buy
+47,100
New +$3.39M 0.02% 837
2023
Q1 		– Sell
-17,600
Closed -$1.43M – 4228
2022
Q4 		$1.43M Buy
17,600
+15,500
+738% +$1.36M 0.01% 1623
2022
Q3 		$190K Sell
2,100
-49,000
-96% -$4.75M ﹤0.01% 3694
2022
Q2 		$3.92M Buy
+51,100
New +$5.24M 0.01% 1604
2020
Q4 		– Sell
-2,100
Closed -$133K – 4540
2020
Q3 		$133K Sell
2,100
-70,400
-97% -$4.84M ﹤0.01% 3718
2020
Q2 		$4.83M Buy
72,500
+52,700
+266% +$2.8M 0.02% 840
2020
Q1 		$699K Buy
+19,800
New +$1.12M ﹤0.01% 1796
2019
Q2 		– Sell
-68,400
Closed -$4.34M – 3636
2019
Q1 		$4.34M Buy
+68,400
New +$4.28M 0.03% 780
2018
Q4 		– Sell
-9,400
Closed -$742K – 3970
2018
Q3 		$742K Buy
+9,400
New +$812K ﹤0.01% 2251

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.