TPSF
EFOR

Texas Permanent School Fund’s Everforth Inc EFOR Stock Holding History

Texas Permanent School Fund’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
-41,309
Closed -$4.33M – 119
2024
Q1 		$4.33M Buy
41,309
+553
+1% +$53.5K 0.03% 624
2023
Q4 		$3.92M Sell
40,756
-331
-0.8% -$28.9K 0.03% 642
2023
Q3 		$3.36M Sell
41,087
-2,302
-5% -$183K 0.03% 652
2023
Q2 		$3.28M Sell
43,389
-1,361
-3% -$97.8K 0.03% 712
2023
Q1 		$3.7M Buy
44,750
+11,203
+33% +$972K 0.04% 624
2022
Q4 		$2.73M Sell
33,547
-2,560
-7% -$225K 0.04% 588
2022
Q3 		$3.26M Sell
36,107
-944
-3% -$91.5K 0.05% 453
2022
Q2 		$3.34M Buy
37,051
+115
+0.3% +$11.8K 0.05% 457
2022
Q1 		$4.31M Sell
36,936
-791
-2% -$89.7K 0.06% 382
2021
Q4 		$4.66M Sell
37,727
-1,405
-4% -$172K 0.06% 407
2021
Q3 		$4.43M Sell
39,132
-514
-1% -$54.1K 0.05% 429
2021
Q2 		$3.84M Buy
39,646
+50
+0.1% +$5.11K 0.04% 514
2021
Q1 		$3.78M Sell
39,596
-2,880
-7% -$266K 0.05% 496
2020
Q4 		$3.55M Sell
42,476
-6,568
-13% -$505K 0.04% 494
2020
Q3 		$3.12M Buy
49,044
+7,565
+18% +$521K 0.04% 524
2020
Q2 		$2.77M Sell
41,479
-3,476
-8% -$184K 0.04% 503
2020
Q1 		$1.59M Buy
44,955
+8,839
+24% +$501K 0.03% 720
2019
Q4 		$2.56M Buy
36,116
+110
+0.3% +$7.18K 0.04% 591
2019
Q3 		$2.26M Buy
36,006
+172
+0.5% +$10.6K 0.04% 638
2019
Q2 		$2.17M Buy
35,834
+82
+0.2% +$4.93K 0.03% 668
2019
Q1 		$2.27M Buy
35,752
+1,412
+4% +$88.3K 0.04% 637
2018
Q4 		$1.87M Buy
34,340
+1,400
+4% +$91.3K 0.03% 681
2018
Q3 		$2.6M Buy
32,940
+1,209
+4% +$104K 0.04% 597
2018
Q2 		$2.48M Sell
31,731
-737
-2% -$60.3K 0.03% 644
2018
Q1 		$2.66M Sell
32,468
-583
-2% -$43.7K 0.04% 605
2017
Q4 		$2.12M Sell
33,051
-3,186
-9% -$193K 0.03% 755
2017
Q3 		$1.95M Buy
36,237
+760
+2% +$38K 0.03% 812
2017
Q2 		$1.92M Buy
35,477
+405
+1% +$20.8K 0.03% 798
2017
Q1 		$1.7M Sell
35,072
-450
-1% -$20.8K 0.02% 853
2016
Q4 		$1.57M Sell
35,522
-1,867
-5% -$74.2K 0.02% 910
2016
Q3 		$1.36M Buy
37,389
+655
+2% +$24.4K 0.02% 959
2016
Q2 		$1.36M Sell
36,734
-1,493
-4% -$54.9K 0.02% 927
2016
Q1 		$1.41M Sell
38,227
-1,143
-3% -$40.4K 0.02% 929
2015
Q4 		$1.77M Buy
39,370
+207
+0.5% +$9.05K 0.02% 840
2015
Q3 		$1.45M Sell
39,163
-441
-1% -$16.7K 0.02% 928
2015
Q2 		$1.56M Sell
39,604
-2,167
-5% -$82.8K 0.02% 953
2015
Q1 		$1.6M Sell
41,771
-643
-2% -$23.4K 0.02% 978
2014
Q4 		$1.41M Sell
42,414
-2,046
-5% -$61.5K 0.02% 1030
2014
Q3 		$1.19M Sell
44,460
-2,774
-6% -$86K 0.01% 1074
2014
Q2 		$1.68M Buy
47,234
+354
+0.8% +$12.7K 0.02% 1001
2014
Q1 		$1.81M Sell
46,880
-1,837
-4% -$61.6K 0.02% 956
2013
Q4 		$1.7M Sell
48,717
-87
-0.2% -$2.9K 0.02% 1006
2013
Q3 		$1.61M Sell
48,804
-780
-2% -$24.2K 0.02% 990
2013
Q2 		$1.32M Buy
+49,584
New +$1.25M 0.01% 1065

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

Texas Permanent School Fund's EFOR Position: Q2 2024 in Review

Texas Permanent School Fund sold out of Everforth Inc (EFOR) in Q2 2024, closing a stake of 41,309 shares — an estimated $4.33M sold.

Texas Permanent School Fund first reported a position in EFOR in Q2 2013 and held it in 44 quarters. The position peaked at $4.66M in Q4 2021. 297 funds tracked by Wall St. Rank hold EFOR as of Q2 2024.

  • Texas Permanent School Fund reported no remaining Everforth Inc position as of Q2 2024 after selling out during the quarter.
  • Texas Permanent School Fund sold 41,309 Everforth Inc shares in Q2 2024, an estimated $4.33M.
  • Texas Permanent School Fund first reported a position in Everforth Inc in Q2 2013 and held it in 44 quarters.
  • Texas Permanent School Fund's Everforth Inc position peaked at $4.66M in Q4 2021.
  • 297 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2024.

Based on Texas Permanent School Fund's 13F filing for Q2 2024, filed 7 Aug 2024.