ZB
EFOR

Zions Bancorporation’s Everforth Inc EFOR Stock Holding History

Zions Bancorporation’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
Q4 		$1.43M Buy
17,111
+2,865
+20% +$262K 0.09% 188
2024
Q3 		$1.33M Buy
14,246
+2,205
+18% +$205K 0.1% 177
2024
Q2 		$1.06M Sell
12,041
-401
-3% -$38.3K 0.09% 181
2024
Q1 		$1.3M Buy
12,442
+540
+5% +$52.2K 0.1% 174
2023
Q4 		$1.14M Buy
11,902
+809
+7% +$70.7K 0.08% 195
2023
Q3 		$906K Buy
11,093
+861
+8% +$68.6K 0.08% 201
2023
Q2 		$774K Buy
10,232
+118
+1% +$8.48K 0.07% 215
2023
Q1 		$836K Buy
10,114
+2,424
+32% +$210K 0.07% 205
2022
Q4 		$627K Buy
7,690
+156
+2% +$13.7K 0.05% 222
2022
Q3 		$681K Buy
7,534
+7
+0.1% +$679 0.07% 194
2022
Q2 		$679K Buy
7,527
+1,522
+25% +$156K 0.07% 207
2022
Q1 		$701K Buy
6,005
+1,685
+39% +$191K 0.06% 204
2021
Q4 		$533K Buy
4,320
+720
+20% +$88K 0.05% 219
2021
Q3 		$407K Buy
+3,600
New +$379K 0.04% 232

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Zions Bancorporation's EFOR Position: Q4 2024 in Review

Zions Bancorporation increased its Everforth Inc (EFOR) stake by 20% in Q4 2024, buying an estimated $262K and bringing the position to 17,111 shares worth $1.43M. The position accounts for 0.09% of the portfolio, ranked #188.

Zions Bancorporation first reported a position in EFOR in Q3 2021 and has held it in 14 quarters since. 309 funds tracked by Wall St. Rank hold EFOR as of Q4 2024.

  • Zions Bancorporation held 17,111 shares of Everforth Inc worth $1.43M as of Q4 2024.
  • Zions Bancorporation bought 2,865 Everforth Inc shares in Q4 2024, an estimated $262K.
  • Everforth Inc made up 0.09% of Zions Bancorporation's portfolio in Q4 2024, its #188 holding.
  • Zions Bancorporation first reported a position in Everforth Inc in Q3 2021 and has held it in 14 quarters since.
  • 309 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.