SCM
EFOR

Sio Capital Management’s Everforth Inc EFOR Stock Holding History

Sio 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
2021
Q3 		– Sell
-36,692
Closed -$3.56M – 65
2021
Q2 		$3.56M Buy
36,692
+2,115
+6% +$216K 0.88% 42
2021
Q1 		$3.3M Sell
34,577
-28,500
-45% -$2.63M 0.67% 48
2020
Q4 		$5.27M Buy
+63,077
New +$4.85M 1.08% 28

Other funds holding EFOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sio Capital Management's EFOR Position: Q3 2021 in Review

Sio Capital Management sold out of Everforth Inc (EFOR) in Q3 2021, closing a stake of 36,692 shares — an estimated $3.56M sold.

Sio Capital Management first reported a position in EFOR in Q4 2020 and held it in 3 quarters. The position peaked at $5.27M in Q4 2020. 249 funds tracked by Wall St. Rank hold EFOR as of Q3 2021.

  • Sio Capital Management reported no remaining Everforth Inc position as of Q3 2021 after selling out during the quarter.
  • Sio Capital Management sold 36,692 Everforth Inc shares in Q3 2021, an estimated $3.56M.
  • Sio Capital Management first reported a position in Everforth Inc in Q4 2020 and held it in 3 quarters.
  • Sio Capital Management's Everforth Inc position peaked at $5.27M in Q4 2020.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2021.

Based on Sio Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.