SFM
EFOR

Signet Financial Management’s Everforth Inc EFOR Stock Holding History

Signet Financial 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
2022
Q1 		– Sell
-252
Closed -$31K – 325
2021
Q4 		$31K Buy
+252
New +$30.8K ﹤0.01% 680
2018
Q4 		– Sell
-57
Closed -$4K – 283
2018
Q3 		$4K Buy
57
+44
+338% +$3.8K ﹤0.01% 803
2018
Q2 		$1K Hold
13
– – ﹤0.01% 867
2018
Q1 		$1K Buy
+13
New +$973 ﹤0.01% 779

Other funds holding EFOR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Signet Financial Management's EFOR Position: Q1 2022 in Review

Signet Financial Management sold out of Everforth Inc (EFOR) in Q1 2022, closing a stake of 252 shares — an estimated $31K sold.

Signet Financial Management first reported a position in EFOR in Q1 2018 and held it in 4 quarters. The position peaked at $31K in Q4 2021. 279 funds tracked by Wall St. Rank hold EFOR as of Q1 2022.

  • Signet Financial Management reported no remaining Everforth Inc position as of Q1 2022 after selling out during the quarter.
  • Signet Financial Management sold 252 Everforth Inc shares in Q1 2022, an estimated $31K.
  • Signet Financial Management first reported a position in Everforth Inc in Q1 2018 and held it in 4 quarters.
  • Signet Financial Management's Everforth Inc position peaked at $31K in Q4 2021.
  • 279 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2022.

Based on Signet Financial Management's 13F filing for Q1 2022, filed 13 May 2022.