Smith Group Asset Management’s Everforth Inc EFOR Stock Holding History

Smith Group Asset 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	-3,503	Closed	-$367K	–	139
2024 Q1	$367K	Hold	3,503	–	–	0.02%	157
2023 Q4	$337K	Buy	+3,503	New	+$306K	0.02%	156
2022 Q1	$421K	Sell	3,604 -2,684	-43%	-$304K	0.02%	117
2021 Q4	$776K	Sell	6,288 -157	-2%	-$19.2K	0.04%	112
2021 Q3	$729K	Sell	6,445 -163	-2%	-$17.2K	0.04%	109
2021 Q2	$641K	Sell	6,608 -63	-0.9%	-$6.44K	0.03%	116
2021 Q1	$637K	Sell	6,671 -4,980	-43%	-$460K	0.03%	114
2020 Q4	$973K	Sell	11,651 -2,110	-15%	-$162K	0.06%	100
2020 Q3	$875K	Buy	13,761 +5,170	+60%	+$356K	0.05%	109
2020 Q2	$573K	Buy	+8,591	New	+$456K	0.03%	124

Other funds holding EFOR

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

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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Smith Group Asset Management's EFOR Position: Q2 2024 in Review

Smith Group Asset Management sold out of Everforth Inc (EFOR) in Q2 2024, closing a stake of 3,503 shares — an estimated $367K sold.

Smith Group Asset Management first reported a position in EFOR in Q2 2020 and held it in 10 quarters. The position peaked at $973K in Q4 2020. 297 funds tracked by Wall St. Rank hold EFOR as of Q2 2024.

Smith Group Asset Management reported no remaining Everforth Inc position as of Q2 2024 after selling out during the quarter.
Smith Group Asset Management sold 3,503 Everforth Inc shares in Q2 2024, an estimated $367K.
Smith Group Asset Management first reported a position in Everforth Inc in Q2 2020 and held it in 10 quarters.
Smith Group Asset Management's Everforth Inc position peaked at $973K in Q4 2020.
297 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2024.

Based on Smith Group Asset Management's 13F filing for Q2 2024, filed 31 Jul 2024.