ZIM
EFOR

Zacks Investment Management’s Everforth Inc EFOR Stock Holding History

Zacks Investment 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
2022
Q4 		– Sell
-2,865
Closed -$259K – 601
2022
Q3 		$259K Buy
2,865
+4
+0.1% +$388 ﹤0.01% 508
2022
Q2 		$258K Sell
2,861
-1
-0% -$103 ﹤0.01% 510
2022
Q1 		$334K Buy
+2,862
New +$324K ﹤0.01% 500
2021
Q3 		– Sell
-9,945
Closed -$964K – 601
2021
Q2 		$964K Buy
9,945
+56
+0.6% +$5.72K 0.02% 368
2021
Q1 		$944K Sell
9,889
-1,673
-14% -$155K 0.02% 374
2020
Q4 		$966K Sell
11,562
-3,588
-24% -$276K 0.02% 353
2020
Q3 		$963K Buy
+15,150
New +$1.04M 0.02% 324
2020
Q1 		– Sell
-3,820
Closed -$271K – 497
2019
Q4 		$271K Sell
3,820
-19,150
-83% -$1.25M 0.01% 495
2019
Q3 		$1.44M Sell
22,970
-1,730
-7% -$107K 0.03% 326
2019
Q2 		$1.5M Sell
24,700
-2,384
-9% -$143K 0.03% 333
2019
Q1 		$1.72M Buy
+27,084
New +$1.69M 0.04% 278
2016
Q2 		– Sell
-21,004
Closed -$775K – 628
2016
Q1 		$775K Sell
21,004
-20,394
-49% -$720K 0.02% 374
2015
Q4 		$1.86M Sell
41,398
-3,503
-8% -$153K 0.06% 207
2015
Q3 		$1.66M Buy
44,901
+16,237
+57% +$617K 0.06% 210
2015
Q2 		$1.13M Buy
28,664
+10,841
+61% +$414K 0.04% 262
2015
Q1 		$684K Sell
17,823
-6,190
-26% -$226K 0.02% 371
2014
Q4 		$797K Buy
24,013
+3,213
+15% +$96.6K 0.03% 310
2014
Q3 		$558K Sell
20,800
-2,266
-10% -$70.3K 0.02% 376
2014
Q2 		$820K Sell
23,066
-5,613
-20% -$201K 0.03% 299
2014
Q1 		$1.11M Buy
28,679
+8,926
+45% +$299K 0.04% 232
2013
Q4 		$690K Buy
19,753
+869
+5% +$29K 0.03% 307
2013
Q3 		$623K Sell
18,884
-1,967
-9% -$61K 0.03% 292
2013
Q2 		$557K Buy
+20,851
New +$525K 0.03% 291

Other funds holding EFOR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zacks Investment Management's EFOR Position: Q4 2022 in Review

Zacks Investment Management sold out of Everforth Inc (EFOR) in Q4 2022, closing a stake of 2,865 shares — an estimated $259K sold.

Zacks Investment Management first reported a position in EFOR in Q2 2013 and held it in 23 quarters. The position peaked at $1.86M in Q4 2015. 270 funds tracked by Wall St. Rank hold EFOR as of Q4 2022.

  • Zacks Investment Management reported no remaining Everforth Inc position as of Q4 2022 after selling out during the quarter.
  • Zacks Investment Management sold 2,865 Everforth Inc shares in Q4 2022, an estimated $259K.
  • Zacks Investment Management first reported a position in Everforth Inc in Q2 2013 and held it in 23 quarters.
  • Zacks Investment Management's Everforth Inc position peaked at $1.86M in Q4 2015.
  • 270 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2022.

Based on Zacks Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.