Pearl River Capital’s Everforth Inc EFOR Stock Holding History

Pearl River Capital’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 Q3	–	Sell	-8,734	Closed	-$770K	–	34
2024 Q2	$770K	Buy	8,734 +5,647	+183%	+$540K	0.12%	215
2024 Q1	$323K	Buy	+3,087	New	+$298K	0.05%	379
2020 Q2	–	Sell	-411	Closed	-$15K	–	295
2020 Q1	$15K	Sell	411 -2,518	-86%	-$143K	0.03%	342
2019 Q4	$208K	Buy	2,929 +2,647	+939%	+$173K	0.08%	471
2019 Q3	$18K	Buy	+282	New	+$17.4K	0.05%	275

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Pearl River Capital's EFOR Position: Q3 2024 in Review

Pearl River Capital sold out of Everforth Inc (EFOR) in Q3 2024, closing a stake of 8,734 shares — an estimated $770K sold.

Pearl River Capital first reported a position in EFOR in Q3 2019 and held it in 5 quarters. The position peaked at $770K in Q2 2024. 296 funds tracked by Wall St. Rank hold EFOR as of Q3 2024.

Pearl River Capital reported no remaining Everforth Inc position as of Q3 2024 after selling out during the quarter.
Pearl River Capital sold 8,734 Everforth Inc shares in Q3 2024, an estimated $770K.
Pearl River Capital first reported a position in Everforth Inc in Q3 2019 and held it in 5 quarters.
Pearl River Capital's Everforth Inc position peaked at $770K in Q2 2024.
296 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2024.

Based on Pearl River Capital's 13F filing for Q3 2024.