TD Asset Management
EFOR

TD Asset Management’s Everforth Inc EFOR Stock Holding History

TD 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
-11,800
Closed -$1.24M – 1366
2024
Q1 		$1.24M Hold
11,800
– – ﹤0.01% 1133
2023
Q4 		$1.13M Buy
11,800
+3,502
+42% +$306K ﹤0.01% 1157
2023
Q3 		$678K Buy
+8,298
New +$661K ﹤0.01% 1216

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

TD Asset Management's EFOR Position: Q2 2024 in Review

TD Asset Management sold out of Everforth Inc (EFOR) in Q2 2024, closing a stake of 11,800 shares — an estimated $1.24M sold.

TD Asset Management first reported a position in EFOR in Q3 2023 and held it in 3 quarters. The position peaked at $1.24M in Q1 2024. 297 funds tracked by Wall St. Rank hold EFOR as of Q2 2024.

  • TD Asset Management reported no remaining Everforth Inc position as of Q2 2024 after selling out during the quarter.
  • TD Asset Management sold 11,800 Everforth Inc shares in Q2 2024, an estimated $1.24M.
  • TD Asset Management first reported a position in Everforth Inc in Q3 2023 and held it in 3 quarters.
  • TD Asset Management's Everforth Inc position peaked at $1.24M in Q1 2024.
  • 297 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2024.

Based on TD Asset Management's 13F filing for Q2 2024, filed 2 Aug 2024.