TS Financial Group (TSFG)’s Everforth Inc EFOR Stock Holding History

TS Financial Group (TSFG)’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	-24	Closed	-$2K	–	987
2023 Q1	$2K	Hold	24	–	–	﹤0.01%	794
2022 Q4	$2K	Hold	24	–	–	﹤0.01%	787
2022 Q3	$2K	Hold	24	–	–	﹤0.01%	759
2022 Q2	$2K	Hold	24	–	–	﹤0.01%	766
2022 Q1	$3K	Buy	+24	New	+$2.72K	﹤0.01%	689
2020 Q2	–	Sell	-11	Closed	-$1K	–	854
2020 Q1	$1K	Sell	11 -7	-39%	-$397	﹤0.01%	650
2019 Q4	$1K	Hold	18	–	–	﹤0.01%	679
2019 Q3	$1K	Hold	18	–	–	﹤0.01%	693
2019 Q2	$1K	Buy	18 +8	+80%	+$481	﹤0.01%	669
2019 Q1	$1K	Buy	+10	New	+$625	﹤0.01%	639

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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

TS Financial Group (TSFG)'s EFOR Position: Q2 2023 in Review

TS Financial Group (TSFG) sold out of Everforth Inc (EFOR) in Q2 2023, closing a stake of 24 shares — an estimated $2K sold.

TS Financial Group (TSFG) first reported a position in EFOR in Q1 2019 and held it in 10 quarters. The position peaked at $3K in Q1 2022. 250 funds tracked by Wall St. Rank hold EFOR as of Q2 2023.

TS Financial Group (TSFG) reported no remaining Everforth Inc position as of Q2 2023 after selling out during the quarter.
TS Financial Group (TSFG) sold 24 Everforth Inc shares in Q2 2023, an estimated $2K.
TS Financial Group (TSFG) first reported a position in Everforth Inc in Q1 2019 and held it in 10 quarters.
TS Financial Group (TSFG)'s Everforth Inc position peaked at $3K in Q1 2022.
250 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2023.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2023, filed 10 Jul 2023.