Pictet Asset Management (Switzerland)’s Everforth Inc EFOR Stock Holding History

Pictet Asset Management (Switzerland)’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 Q2	$59.3M	Sell	783,422 -34,003	-4%	-$2.44M	0.07%	266
2023 Q1	$67.6M	Buy	817,425 +45,318	+6%	+$3.93M	0.08%	245
2022 Q4	$62.9M	Sell	772,107 -112,305	-13%	-$9.85M	0.09%	238
2022 Q3	$79.9M	Buy	884,412 +22,297	+3%	+$2.16M	0.12%	214
2022 Q2	$77.8M	Buy	862,115 +155,786	+22%	+$16M	0.11%	223
2022 Q1	$82.4M	Buy	706,329 +73,682	+12%	+$8.35M	0.09%	244
2021 Q4	$78.1M	Buy	632,647 +52,896	+9%	+$6.47M	0.08%	267
2021 Q3	$65.6M	Buy	+579,751	New	+$61M	0.07%	291

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s EFOR Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) reduced its Everforth Inc (EFOR) stake by 4.2% in Q2 2023, selling an estimated $2.44M and leaving 783,422 shares worth $59.3M. The position accounts for 0.07% of the portfolio, ranked #266.

Pictet Asset Management (Switzerland) first reported a position in EFOR in Q3 2021 and has held it in 8 quarters since. The position peaked at $82.4M in Q1 2022. 250 funds tracked by Wall St. Rank hold EFOR as of Q2 2023.

Pictet Asset Management (Switzerland) held 783,422 shares of Everforth Inc worth $59.3M as of Q2 2023.
Pictet Asset Management (Switzerland) sold 34,003 Everforth Inc shares in Q2 2023, an estimated $2.44M.
Everforth Inc made up 0.07% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #266 holding.
Pictet Asset Management (Switzerland) first reported a position in Everforth Inc in Q3 2021 and has held it in 8 quarters since.
Pictet Asset Management (Switzerland)'s Everforth Inc position peaked at $82.4M in Q1 2022.
250 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.