3C
EFOR

361 Capital’s Everforth Inc EFOR Stock Holding History

361 Capital’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
2020
Q2 		$1.09M Buy
+16,417
New +$871K 0.51% 20
2019
Q2 		– Sell
-40,188
Closed -$2.55M – 317
2019
Q1 		$2.55M Buy
40,188
+3,704
+10% +$232K 0.44% 115
2018
Q4 		$1.99M Buy
+36,484
New +$2.38M 0.41% 132
2018
Q1 		– Sell
-38,084
Closed -$2.45M – 275
2017
Q4 		$2.45M Buy
+38,084
New +$2.31M 0.61% 35

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

361 Capital's EFOR Position: Q2 2020 in Review

361 Capital opened a new position in Everforth Inc (EFOR) in Q2 2020: 16,417 shares worth $1.09M. The stake represents 0.51% of the portfolio and ranks #20 among its holdings. This is a return to the name: 361 Capital previously reported a position in EFOR as recently as Q1 2019.

361 Capital first reported a position in EFOR in Q4 2017 and has held it in 4 quarters since. The position peaked at $2.55M in Q1 2019. 248 funds tracked by Wall St. Rank hold EFOR as of Q2 2020.

  • 361 Capital held 16,417 shares of Everforth Inc worth $1.09M as of Q2 2020.
  • Everforth Inc was a new 361 Capital position in Q2 2020.
  • Everforth Inc made up 0.51% of 361 Capital's portfolio in Q2 2020, its #20 holding.
  • 361 Capital first reported a position in Everforth Inc in Q4 2017 and has held it in 4 quarters since.
  • 361 Capital's Everforth Inc position peaked at $2.55M in Q1 2019.
  • 248 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2020.

Based on 361 Capital's 13F filing for Q2 2020, filed 14 Aug 2020.