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
2018 Q1	–	Sell	-77,000	Closed	-$4.95M	–	32
2017 Q4	$4.95M	Buy	+77,000	New	+$4.66M	2.79%	9

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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.