SFG
EFOR

Steward Financial Group’s Everforth Inc EFOR Stock Holding History

Steward Financial Group’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
2023
Q3 		$2K Buy
+34
New +$2.71K ﹤0.01% 924
2023
Q2 		– Sell
-33
Closed -$2K – 462
2023
Q1 		$2K Buy
33
+17
+106% +$1.47K ﹤0.01% 474
2022
Q4 		$1K Buy
+16
New +$1.4K ﹤0.01% 376

Other funds holding EFOR

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Steward Financial Group's EFOR Position: Q3 2023 in Review

Steward Financial Group opened a new position in Everforth Inc (EFOR) in Q3 2023: 34 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #924 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in EFOR as recently as Q1 2023.

Steward Financial Group first reported a position in EFOR in Q4 2022 and has held it in 3 quarters since. 261 funds tracked by Wall St. Rank hold EFOR as of Q3 2023.

  • Steward Financial Group held 34 shares of Everforth Inc worth $2K as of Q3 2023.
  • Everforth Inc was a new Steward Financial Group position in Q3 2023.
  • Everforth Inc made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #924 holding.
  • Steward Financial Group first reported a position in Everforth Inc in Q4 2022 and has held it in 3 quarters since.
  • 261 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.