Prelude Capital Management’s Everforth Inc EFOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,164
| Closed | -$208K | – | 1308 |
|
|
2023
Q4 | $208K | Buy |
+2,164
| New | +$189K | 0.01% | 926 |
|
|
2021
Q3 | – | Sell |
-4,672
| Closed | -$453K | – | 1724 |
|
|
2021
Q2 | $453K | Sell |
4,672
-260
| -5% | -$26.6K | 0.01% | 1005 |
|
|
2021
Q1 | $471K | Buy |
4,932
+1,598
| +48% | +$148K | 0.01% | 927 |
|
|
2020
Q4 | $278K | Sell |
3,334
-8,362
| -71% | -$643K | 0.01% | 948 |
|
|
2020
Q3 | $743K | Buy |
11,696
+4,737
| +68% | +$326K | 0.04% | 336 |
|
|
2020
Q2 | $464K | Buy |
6,959
+6,720
| +2,812% | +$357K | 0.03% | 487 |
|
|
2020
Q1 | $8K | Buy |
239
+216
| +939% | +$12.2K | ﹤0.01% | 1156 |
|
|
2019
Q4 | $2K | Buy |
+23
| New | +$1.5K | ﹤0.01% | 1824 |
|
|
2019
Q3 | – | Sell |
-5,135
| Closed | -$311K | – | 1696 |
|
|
2019
Q2 | $311K | Buy |
+5,135
| New | +$308K | 0.02% | 602 |
|
|
2019
Q1 | – | Sell |
-285
| Closed | -$16K | – | 1748 |
|
|
2018
Q4 | $16K | Buy |
285
+200
| +235% | +$13K | ﹤0.01% | 1278 |
|
|
2018
Q3 | $7K | Sell |
85
-484
| -85% | -$41.8K | ﹤0.01% | 1569 |
|
|
2018
Q2 | $44K | Buy |
+569
| New | +$46.6K | ﹤0.01% | 1151 |
|
|
2018
Q1 | – | Sell |
-100
| Closed | -$6K | – | 1488 |
|
|
2017
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 1249 |
|
|
2017
Q3 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 1503 |
|
|
2017
Q2 | – | Sell |
-823
| Closed | -$40K | – | 1595 |
|
|
2017
Q1 | $40K | Buy |
+823
| New | +$38.1K | ﹤0.01% | 1094 |
|
|
2016
Q4 | – | Sell |
-617
| Closed | -$22K | – | 1532 |
|
|
2016
Q3 | $22K | Buy |
617
+80
| +15% | +$2.98K | ﹤0.01% | 1326 |
|
|
2016
Q2 | $20K | Buy |
+537
| New | +$19.8K | ﹤0.01% | 1261 |
|
|
2015
Q3 | – | Sell |
-12,316
| Closed | -$484K | – | 1470 |
|
|
2015
Q2 | $484K | Buy |
+12,316
| New | +$470K | 0.07% | 315 |
|
|
2015
Q1 | – | Sell |
-6,700
| Closed | -$222K | – | 1926 |
|
|
2014
Q4 | $222K | Buy |
6,700
+2,300
| +52% | +$69.1K | 0.03% | 601 |
|
|
2014
Q3 | $118K | Buy |
+4,400
| New | +$136K | 0.02% | 1014 |
|
|
2013
Q4 | – | Sell |
-100
| Closed | -$3K | – | 1611 |
|
|
2013
Q3 | $3K | Buy |
+100
| New | +$3.1K | ﹤0.01% | 1566 |
|
Other funds holding EFOR
Prelude Capital Management's EFOR Position: Q1 2024 in Review
Prelude Capital Management sold out of Everforth Inc (EFOR) in Q1 2024, closing a stake of 2,164 shares — an estimated $208K sold.
Prelude Capital Management first reported a position in EFOR in Q3 2013 and held it in 21 quarters. The position peaked at $743K in Q3 2020. 281 funds tracked by Wall St. Rank hold EFOR as of Q1 2024.
- Prelude Capital Management reported no remaining Everforth Inc position as of Q1 2024 after selling out during the quarter.
- Prelude Capital Management sold 2,164 Everforth Inc shares in Q1 2024, an estimated $208K.
- Prelude Capital Management first reported a position in Everforth Inc in Q3 2013 and held it in 21 quarters.
- Prelude Capital Management's Everforth Inc position peaked at $743K in Q3 2020.
- 281 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2024.
Based on Prelude Capital Management's 13F filing for Q1 2024, filed 15 May 2024.