SC
EFOR

Schubert & Co’s Everforth Inc EFOR Stock Holding History

Schubert & Co’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
2023
Q2 		– Sell
-15
Closed -$1.24K – 136
2023
Q1 		$1.24K Buy
15
+5
+50% +$434 ﹤0.01% 1109
2022
Q4 		$815 Sell
10
-20
-67% -$1.75K ﹤0.01% 1252
2022
Q3 		$3K Buy
30
+11
+58% +$1.07K ﹤0.01% 563
2022
Q2 		$2K Buy
19
+8
+73% +$820 ﹤0.01% 704
2022
Q1 		$1K Buy
11
+1
+10% +$113 ﹤0.01% 565
2021
Q4 		$1K Buy
+10
New +$1.22K ﹤0.01% 514

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Schubert & Co's EFOR Position: Q2 2023 in Review

Schubert & Co sold out of Everforth Inc (EFOR) in Q2 2023, closing a stake of 15 shares — an estimated $1.24K sold.

Schubert & Co first reported a position in EFOR in Q4 2021 and held it in 6 quarters. The position peaked at $3K in Q3 2022. 250 funds tracked by Wall St. Rank hold EFOR as of Q2 2023.

  • Schubert & Co reported no remaining Everforth Inc position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 15 Everforth Inc shares in Q2 2023, an estimated $1.24K.
  • Schubert & Co first reported a position in Everforth Inc in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Everforth Inc position peaked at $3K in Q3 2022.
  • 250 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.