Private Capital Group’s Everforth Inc EFOR Stock Holding History

Private Capital Group’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
2022 Q2	$17K	Hold	186	–	–	0.01%	877
2022 Q1	$22K	Hold	186	–	–	0.01%	985
2021 Q4	$23K	Hold	186	–	–	﹤0.01%	1005
2021 Q3	$21K	Hold	186	–	–	﹤0.01%	1053
2021 Q2	$18K	Hold	186	–	–	﹤0.01%	1137
2021 Q1	$18K	Hold	186	–	–	﹤0.01%	1101
2020 Q4	$16K	Hold	186	–	–	﹤0.01%	1255
2020 Q3	$12K	Sell	186 -63	-25%	-$4.33K	﹤0.01%	1255
2020 Q2	$17K	Hold	249	–	–	﹤0.01%	1157
2020 Q1	$9K	Sell	249 -291	-54%	-$16.5K	﹤0.01%	1294
2019 Q4	$38K	Buy	540 +8	+2%	+$522	0.01%	853
2019 Q3	$33K	Sell	532 -270	-34%	-$16.7K	0.01%	953
2019 Q2	$63K	Buy	802 +257	+47%	+$15.4K	0.01%	563
2019 Q1	$35K	Sell	545 -1	-0.2%	-$63	0.01%	933
2018 Q4	$30K	Sell	546 -256	-32%	-$16.7K	0.01%	904
2018 Q3	$63K	Hold	802	–	–	0.01%	606
2018 Q2	$62K	Sell	802 -12	-1%	-$982	0.01%	602
2018 Q1	$67K	Sell	814 -40	-5%	-$3K	0.01%	546
2017 Q4	$55K	Buy	+854	New	+$51.7K	0.01%	654

Other funds holding EFOR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Private Capital Group's EFOR Position: Q2 2022 in Review

Private Capital Group held its Everforth Inc (EFOR) position steady in Q2 2022 at 186 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #877.

Private Capital Group first reported a position in EFOR in Q4 2017 and has held it in 19 quarters since. The position peaked at $67K in Q1 2018. 289 funds tracked by Wall St. Rank hold EFOR as of Q2 2022.

Private Capital Group held 186 shares of Everforth Inc worth $17K as of Q2 2022.
Private Capital Group left its Everforth Inc share count unchanged in Q2 2022.
Everforth Inc made up 0.01% of Private Capital Group's portfolio in Q2 2022, its #877 holding.
Private Capital Group first reported a position in Everforth Inc in Q4 2017 and has held it in 19 quarters since.
Private Capital Group's Everforth Inc position peaked at $67K in Q1 2018.
289 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.