ZCM
EFOR

Ziegler Capital Management’s Everforth Inc EFOR Stock Holding History

Ziegler Capital 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
2024
Q1 		$1.14M Buy
10,850
+726
+7% +$70.2K 0.04% 260
2023
Q4 		$974K Buy
10,124
+501
+5% +$43.8K 0.04% 280
2023
Q3 		$786K Buy
+9,623
New +$766K 0.03% 290
2023
Q2 		– Sell
-59,880
Closed -$4.95M – 398
2023
Q1 		$4.95M Sell
59,880
-198
-0.3% -$17.2K 0.2% 167
2022
Q4 		$4.89M Sell
60,078
-1,283
-2% -$113K 0.21% 164
2022
Q3 		$5.55M Sell
61,361
-47,925
-44% -$4.65M 0.24% 147
2022
Q2 		$9.86M Sell
109,286
-12,472
-10% -$1.28M 0.41% 84
2022
Q1 		$14.2M Sell
121,758
-2,815
-2% -$319K 0.6% 46
2021
Q4 		$15.4M Sell
124,573
-1,853
-1% -$227K 0.55% 53
2021
Q3 		$14.3M Buy
126,426
+77,868
+160% +$8.2M 0.52% 49
2021
Q2 		$12.3M Sell
48,558
-82,538
-63% -$8.43M 0.41% 85
2021
Q1 		$12.5M Sell
131,096
-1,913
-1% -$177K 0.39% 90
2020
Q4 		$11.1M Buy
133,009
+21,765
+20% +$1.67M 0.37% 94
2020
Q3 		$7.07M Sell
111,244
-4,684
-4% -$322K 0.27% 133
2020
Q2 		$7.73M Sell
115,928
-27,757
-19% -$1.47M 0.25% 132
2020
Q1 		$5.08M Buy
+143,685
New +$8.14M 0.14% 191

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
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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ziegler Capital Management's EFOR Position: Q1 2024 in Review

Ziegler Capital Management increased its Everforth Inc (EFOR) stake by 7.2% in Q1 2024, buying an estimated $70.2K and bringing the position to 10,850 shares worth $1.14M. The position accounts for 0.04% of the portfolio, ranked #260.

Ziegler Capital Management first reported a position in EFOR in Q1 2020 and has held it in 16 quarters since. The position peaked at $15.4M in Q4 2021. 281 funds tracked by Wall St. Rank hold EFOR as of Q1 2024.

  • Ziegler Capital Management held 10,850 shares of Everforth Inc worth $1.14M as of Q1 2024.
  • Ziegler Capital Management bought 726 Everforth Inc shares in Q1 2024, an estimated $70.2K.
  • Everforth Inc made up 0.04% of Ziegler Capital Management's portfolio in Q1 2024, its #260 holding.
  • Ziegler Capital Management first reported a position in Everforth Inc in Q1 2020 and has held it in 16 quarters since.
  • Ziegler Capital Management's Everforth Inc position peaked at $15.4M in Q4 2021.
  • 281 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2024.

Based on Ziegler Capital Management's 13F filing for Q1 2024, filed 15 May 2024.