Quantedge Capital’s Everforth Inc EFOR Stock Holding History

Quantedge 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	-3,300	Closed	-$291K	–	181
2024 Q2	$291K	Sell	3,300 -2,300	-41%	-$220K	0.11%	147
2024 Q1	$587K	Buy	+5,600	New	+$541K	0.25%	75

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

Quantedge Capital's EFOR Position: Q3 2024 in Review

Quantedge Capital sold out of Everforth Inc (EFOR) in Q3 2024, closing a stake of 3,300 shares — an estimated $291K sold.

Quantedge Capital first reported a position in EFOR in Q1 2024 and held it in 2 quarters. The position peaked at $587K in Q1 2024. 296 funds tracked by Wall St. Rank hold EFOR as of Q3 2024.

Quantedge Capital reported no remaining Everforth Inc position as of Q3 2024 after selling out during the quarter.
Quantedge Capital sold 3,300 Everforth Inc shares in Q3 2024, an estimated $291K.
Quantedge Capital first reported a position in Everforth Inc in Q1 2024 and held it in 2 quarters.
Quantedge Capital's Everforth Inc position peaked at $587K in Q1 2024.
296 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2024.

Based on Quantedge Capital's 13F filing for Q3 2024, filed 13 Nov 2024.