PCMC
EFOR

Planning Capital Management Corporation’s Everforth Inc EFOR Stock Holding History

Planning Capital Management Corporation’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 		$13.3K Hold
143
– – 0.01% 391
2024
Q2 		$12.6K Hold
143
– – 0.01% 371
2024
Q1 		$15K Hold
143
– – 0.01% 353
2023
Q4 		$13.8K Buy
+143
New +$12.5K 0.01% 373

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Planning Capital Management Corporation's EFOR Position: Q3 2024 in Review

Planning Capital Management Corporation held its Everforth Inc (EFOR) position steady in Q3 2024 at 143 shares worth $13.3K. The position accounts for 0.01% of the portfolio, ranked #391.

Planning Capital Management Corporation first reported a position in EFOR in Q4 2023 and has held it in 4 quarters since. The position peaked at $15K in Q1 2024. 296 funds tracked by Wall St. Rank hold EFOR as of Q3 2024.

  • Planning Capital Management Corporation held 143 shares of Everforth Inc worth $13.3K as of Q3 2024.
  • Planning Capital Management Corporation left its Everforth Inc share count unchanged in Q3 2024.
  • Everforth Inc made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #391 holding.
  • Planning Capital Management Corporation first reported a position in Everforth Inc in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Everforth Inc position peaked at $15K in Q1 2024.
  • 296 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.