SCM
EFOR

Shelton Capital Management’s Everforth Inc EFOR Stock Holding History

Shelton Capital Management’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
Q2 		– Sell
-2,035
Closed -$213K – 723
2024
Q1 		$213K Buy
+2,035
New +$197K 0.01% 693
2023
Q4 		– Sell
-2,452
Closed -$200K – 731
2023
Q3 		$200K Buy
+2,452
New +$195K 0.01% 661
2023
Q2 		– Sell
-2,586
Closed -$214K – 728
2023
Q1 		$214K Buy
2,586
+16
+0.6% +$1.39K 0.01% 657
2022
Q4 		$209K Sell
2,570
-233
-8% -$20.4K 0.02% 628
2022
Q3 		$253K Hold
2,803
– – 0.01% 520
2022
Q2 		$253K Hold
2,803
– – 0.01% 556
2022
Q1 		$327K Hold
2,803
– – 0.01% 502
2021
Q4 		$346K Sell
2,803
-162
-5% -$19.8K 0.01% 496
2021
Q3 		$335K Hold
2,965
– – 0.01% 506
2021
Q2 		$287K Hold
2,965
– – 0.01% 597
2021
Q1 		$283K Hold
2,965
– – 0.01% 578
2020
Q4 		$248K Sell
2,965
-216
-7% -$16.6K 0.01% 577
2020
Q3 		$202K Hold
3,181
– – 0.01% 693
2020
Q2 		$212K Buy
+3,181
New +$169K 0.01% 577
2020
Q1 		– Sell
-3,518
Closed -$250K – 668
2019
Q4 		$250K Hold
3,518
– – 0.01% 627
2019
Q3 		$221K Sell
3,518
-218
-6% -$13.5K 0.01% 703
2019
Q2 		$226K Buy
3,736
+3,499
+1,476% +$210K 0.01% 713
2019
Q1 		$3.74K Sell
237
-3,499
-94% -$219K 0.01% 659
2018
Q4 		$204K Sell
3,736
-1,197
-24% -$78K 0.01% 697
2018
Q3 		$389K Buy
4,933
+188
+4% +$16.2K 0.02% 452
2018
Q2 		$371K Hold
4,745
– – 0.02% 465
2018
Q1 		$389K Buy
4,745
+379
+9% +$28.4K 0.03% 440
2017
Q4 		$281K Hold
4,366
– – 0.02% 610
2017
Q3 		$234K Sell
4,366
-446
-9% -$22.3K 0.02% 709
2017
Q2 		$261K Buy
4,812
+293
+6% +$15.1K 0.02% 652
2017
Q1 		$219K Buy
+4,519
New +$209K 0.02% 759

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Shelton Capital Management's EFOR Position: Q2 2024 in Review

Shelton Capital Management sold out of Everforth Inc (EFOR) in Q2 2024, closing a stake of 2,035 shares — an estimated $213K sold.

Shelton Capital Management first reported a position in EFOR in Q1 2017 and held it in 26 quarters. The position peaked at $389K in Q3 2018. 297 funds tracked by Wall St. Rank hold EFOR as of Q2 2024.

  • Shelton Capital Management reported no remaining Everforth Inc position as of Q2 2024 after selling out during the quarter.
  • Shelton Capital Management sold 2,035 Everforth Inc shares in Q2 2024, an estimated $213K.
  • Shelton Capital Management first reported a position in Everforth Inc in Q1 2017 and held it in 26 quarters.
  • Shelton Capital Management's Everforth Inc position peaked at $389K in Q3 2018.
  • 297 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2024.

Based on Shelton Capital Management's 13F filing for Q2 2024, filed 13 Aug 2024.