Virtus Fund Advisers’s Everforth Inc EFOR Stock Holding History

Virtus Fund Advisers’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	-544	Closed	-$45K	–	102
2023 Q1	$45K	Hold	544	–	–	0.32%	57
2022 Q4	$44.3K	Buy	+544	New	+$47.7K	0.32%	56
2017 Q4	$228K	Buy	+3,543	New	+$214K	﹤0.01%	472
2014 Q3	–	Sell	-4,635	Closed	-$165K	–	1210
2014 Q2	$165K	Buy	+4,635	New	+$166K	﹤0.01%	1054

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

Virtus Fund Advisers's EFOR Position: Q2 2023 in Review

Virtus Fund Advisers sold out of Everforth Inc (EFOR) in Q2 2023, closing a stake of 544 shares — an estimated $45K sold.

Virtus Fund Advisers first reported a position in EFOR in Q2 2014 and held it in 4 quarters. The position peaked at $228K in Q4 2017. 250 funds tracked by Wall St. Rank hold EFOR as of Q2 2023.

Virtus Fund Advisers reported no remaining Everforth Inc position as of Q2 2023 after selling out during the quarter.
Virtus Fund Advisers sold 544 Everforth Inc shares in Q2 2023, an estimated $45K.
Virtus Fund Advisers first reported a position in Everforth Inc in Q2 2014 and held it in 4 quarters.
Virtus Fund Advisers's Everforth Inc position peaked at $228K in Q4 2017.
250 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2023.

Based on Virtus Fund Advisers's 13F filing for Q2 2023, filed 14 Aug 2023.