RG
EFOR

Retirement Group’s Everforth Inc EFOR Stock Holding History

Retirement 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
2024
Q1 		$11.8K Buy
113
+5
+5% +$483 ﹤0.01% 436
2023
Q4 		$10.4K Buy
108
+39
+57% +$3.41K ﹤0.01% 440
2023
Q3 		$5.64K Hold
69
– – ﹤0.01% 479
2023
Q2 		$5.22K Hold
69
– – ﹤0.01% 501
2023
Q1 		$6K Hold
69
– – ﹤0.01% 458
2022
Q4 		$6K Buy
+69
New +$6.05K ﹤0.01% 408
2022
Q3 		– Sell
-138
Closed -$12K – 497
2022
Q2 		$12K Buy
138
+69
+100% +$7.08K 0.01% 401
2022
Q1 		$8K Buy
69
+54
+360% +$6.12K ﹤0.01% 491
2021
Q4 		$2K Buy
15
+11
+275% +$1.34K ﹤0.01% 603
2021
Q3 		$0 Buy
+4
New +$421 ﹤0.01% 628

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Retirement Group's EFOR Position: Q1 2024 in Review

Retirement Group increased its Everforth Inc (EFOR) stake by 4.6% in Q1 2024, buying an estimated $483 and bringing the position to 113 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

Retirement Group first reported a position in EFOR in Q3 2021 and has held it in 10 quarters since. The position peaked at $12K in Q2 2022. 281 funds tracked by Wall St. Rank hold EFOR as of Q1 2024.

  • Retirement Group held 113 shares of Everforth Inc worth $11.8K as of Q1 2024.
  • Retirement Group bought 5 Everforth Inc shares in Q1 2024, an estimated $483.
  • Everforth Inc made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #436 holding.
  • Retirement Group first reported a position in Everforth Inc in Q3 2021 and has held it in 10 quarters since.
  • Retirement Group's Everforth Inc position peaked at $12K in Q2 2022.
  • 281 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.