WG
EFOR

Winton Group’s Everforth Inc EFOR Stock Holding History

Winton Group’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
Q3 		– Sell
-53,731
Closed -$4.74M – 619
2024
Q2 		$4.74M Buy
+53,731
New +$5.13M 0.32% 60
2019
Q1 		– Sell
-7,586
Closed -$413K – 1077
2018
Q4 		$413K Sell
7,586
-3,165
-29% -$206K 0.01% 549
2018
Q3 		$849K Buy
+10,751
New +$929K 0.02% 436
2018
Q2 		– Sell
-10,975
Closed -$899K – 1012
2018
Q1 		$899K Buy
+10,975
New +$822K 0.03% 544

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Winton Group's EFOR Position: Q3 2024 in Review

Winton Group sold out of Everforth Inc (EFOR) in Q3 2024, closing a stake of 53,731 shares — an estimated $4.74M sold.

Winton Group first reported a position in EFOR in Q1 2018 and held it in 4 quarters. The position peaked at $4.74M in Q2 2024. 296 funds tracked by Wall St. Rank hold EFOR as of Q3 2024.

  • Winton Group reported no remaining Everforth Inc position as of Q3 2024 after selling out during the quarter.
  • Winton Group sold 53,731 Everforth Inc shares in Q3 2024, an estimated $4.74M.
  • Winton Group first reported a position in Everforth Inc in Q1 2018 and held it in 4 quarters.
  • Winton Group's Everforth Inc position peaked at $4.74M in Q2 2024.
  • 296 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2024.

Based on Winton Group's 13F filing for Q3 2024, filed 12 Nov 2024.