SPA
EFOR

Sherbrooke Park Advisers’s Everforth Inc EFOR Stock Holding History

Sherbrooke Park Advisers’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
-3,876
Closed -$342K – 905
2024
Q2 		$342K Buy
+3,876
New +$370K 0.06% 569

Other funds holding EFOR

BlackRock
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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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Sherbrooke Park Advisers's EFOR Position: Q3 2024 in Review

Sherbrooke Park Advisers sold out of Everforth Inc (EFOR) in Q3 2024, closing a stake of 3,876 shares — an estimated $342K sold.

Sherbrooke Park Advisers first reported a position in EFOR in Q2 2024 and held it in 1 quarter. The position peaked at $342K in Q2 2024. 296 funds tracked by Wall St. Rank hold EFOR as of Q3 2024.

  • Sherbrooke Park Advisers reported no remaining Everforth Inc position as of Q3 2024 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 3,876 Everforth Inc shares in Q3 2024, an estimated $342K.
  • Sherbrooke Park Advisers first reported a position in Everforth Inc in Q2 2024 and held it in 1 quarter.
  • Sherbrooke Park Advisers's Everforth Inc position peaked at $342K in Q2 2024.
  • 296 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2024.

Based on Sherbrooke Park Advisers's 13F filing for Q3 2024, filed 14 Nov 2024.