ARTA
EFOR

A.R.T. Advisors’s Everforth Inc EFOR Stock Holding History

A.R.T. Advisors’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
Q1 		– Sell
-11,962
Closed -$849K – 110
2019
Q4 		$849K Sell
11,962
-10,500
-47% -$685K 0.04% 626
2019
Q3 		$1.41M Buy
22,462
+15,204
+209% +$939K 0.07% 400
2019
Q2 		$440K Sell
7,258
-8,300
-53% -$499K 0.02% 794
2019
Q1 		$988K Sell
15,558
-24,667
-61% -$1.54M 0.06% 488
2018
Q4 		$2.19M Buy
40,225
+12,200
+44% +$795K 0.14% 216
2018
Q3 		$2.21M Buy
+28,025
New +$2.42M 0.1% 267
2017
Q2 		– Sell
-5,740
Closed -$278K – 1387
2017
Q1 		$278K Buy
+5,740
New +$266K 0.01% 1038
2016
Q4 		– Sell
-11,200
Closed -$406K – 1273
2016
Q3 		$406K Sell
11,200
-57,254
-84% -$2.13M 0.13% 241
2016
Q2 		$2.53M Buy
68,454
+29,900
+78% +$1.1M 0.13% 250
2016
Q1 		$1.42M Buy
38,554
+30,900
+404% +$1.09M 0.06% 444
2015
Q4 		$344K Sell
7,654
-24,635
-76% -$1.08M 0.02% 1000
2015
Q3 		$1.19M Buy
32,289
+16,365
+103% +$622K 0.04% 569
2015
Q2 		$625K Buy
+15,924
New +$608K 0.02% 910
2014
Q3 		– Sell
-17,193
Closed -$611K – 1295
2014
Q2 		$611K Sell
17,193
-14,704
-46% -$526K 0.03% 683
2014
Q1 		$1.23M Sell
31,897
-6,990
-18% -$234K 0.07% 419
2013
Q4 		$1.36M Buy
38,887
+179
+0.5% +$5.96K 0.07% 384
2013
Q3 		$1.28M Buy
38,708
+13,033
+51% +$404K 0.07% 412
2013
Q2 		$686K Buy
+25,675
New +$646K 0.02% 762

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

A.R.T. Advisors's EFOR Position: Q1 2020 in Review

A.R.T. Advisors sold out of Everforth Inc (EFOR) in Q1 2020, closing a stake of 11,962 shares — an estimated $849K sold.

A.R.T. Advisors first reported a position in EFOR in Q2 2013 and held it in 18 quarters. The position peaked at $2.53M in Q2 2016. 243 funds tracked by Wall St. Rank hold EFOR as of Q1 2020.

  • A.R.T. Advisors reported no remaining Everforth Inc position as of Q1 2020 after selling out during the quarter.
  • A.R.T. Advisors sold 11,962 Everforth Inc shares in Q1 2020, an estimated $849K.
  • A.R.T. Advisors first reported a position in Everforth Inc in Q2 2013 and held it in 18 quarters.
  • A.R.T. Advisors's Everforth Inc position peaked at $2.53M in Q2 2016.
  • 243 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2020.

Based on A.R.T. Advisors's 13F filing for Q1 2020, filed 15 May 2020.