ADEF
EFOR

Adams Diversified Equity Fund’s Everforth Inc EFOR Stock Holding History

Adams Diversified Equity Fund’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
2019
Q1 		– Sell
-8,100
Closed -$441K – 223
2018
Q4 		$441K Sell
8,100
-300
-4% -$19.6K 0.03% 174
2018
Q3 		$663K Buy
+8,400
New +$725K 0.03% 157

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Adams Diversified Equity Fund's EFOR Position: Q1 2019 in Review

Adams Diversified Equity Fund sold out of Everforth Inc (EFOR) in Q1 2019, closing a stake of 8,100 shares — an estimated $441K sold.

Adams Diversified Equity Fund first reported a position in EFOR in Q3 2018 and held it in 2 quarters. The position peaked at $663K in Q3 2018. 295 funds tracked by Wall St. Rank hold EFOR as of Q1 2019.

  • Adams Diversified Equity Fund reported no remaining Everforth Inc position as of Q1 2019 after selling out during the quarter.
  • Adams Diversified Equity Fund sold 8,100 Everforth Inc shares in Q1 2019, an estimated $441K.
  • Adams Diversified Equity Fund first reported a position in Everforth Inc in Q3 2018 and held it in 2 quarters.
  • Adams Diversified Equity Fund's Everforth Inc position peaked at $663K in Q3 2018.
  • 295 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2019.

Based on Adams Diversified Equity Fund's 13F filing for Q1 2019, filed 26 Apr 2019.