SGI
EFOR

Summit Global Investments’s Everforth Inc EFOR Stock Holding History

Summit Global Investments’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
Q2 		– Sell
-7,100
Closed -$587K – 534
2023
Q1 		$587K Buy
7,100
+1,300
+22% +$113K 0.05% 323
2022
Q4 		$473K Hold
5,800
– – 0.04% 325
2022
Q3 		$524K Buy
5,800
+2,700
+87% +$262K 0.05% 302
2022
Q2 		$280K Buy
+3,100
New +$318K 0.02% 412
2018
Q2 		– Sell
-7,200
Closed -$590K – 256
2018
Q1 		$590K Sell
7,200
-1,600
-18% -$120K 0.09% 150
2017
Q4 		$566K Sell
8,800
-1,400
-14% -$84.7K 0.09% 169
2017
Q3 		$548K Buy
+10,200
New +$510K 0.09% 149

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Summit Global Investments's EFOR Position: Q2 2023 in Review

Summit Global Investments sold out of Everforth Inc (EFOR) in Q2 2023, closing a stake of 7,100 shares — an estimated $587K sold.

Summit Global Investments first reported a position in EFOR in Q3 2017 and held it in 7 quarters. The position peaked at $590K in Q1 2018. 250 funds tracked by Wall St. Rank hold EFOR as of Q2 2023.

  • Summit Global Investments reported no remaining Everforth Inc position as of Q2 2023 after selling out during the quarter.
  • Summit Global Investments sold 7,100 Everforth Inc shares in Q2 2023, an estimated $587K.
  • Summit Global Investments first reported a position in Everforth Inc in Q3 2017 and held it in 7 quarters.
  • Summit Global Investments's Everforth Inc position peaked at $590K in Q1 2018.
  • 250 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2023.

Based on Summit Global Investments's 13F filing for Q2 2023, filed 19 Jul 2023.