AEGON Asset Management (UK)’s Everforth Inc EFOR Stock Holding History

AEGON Asset Management (UK)’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
2018 Q4	–	Sell	-651,949	Closed	-$51.4M	–	163
2018 Q3	$51.4M	Sell	651,949 -21,696	-3%	-$1.87M	1.22%	37
2018 Q2	$52.7M	Buy	+673,645	New	+$55.1M	1.29%	30
2018 Q1	–	Sell	-610,094	Closed	-$39.2M	–	173
2017 Q4	$39.2M	Buy	610,094 +222,039	+57%	+$13.4M	0.99%	38
2017 Q3	$20.8M	Hold	388,055	–	–	0.57%	50
2017 Q2	$21M	Hold	388,055	–	–	0.59%	53
2017 Q1	$18.8M	Sell	388,055 -994	-0.3%	-$46K	0.51%	57
2016 Q4	$17.2M	Sell	389,049 -204,880	-34%	-$8.15M	0.49%	55
2016 Q3	$21.5M	Sell	593,929 -596	-0.1%	-$22.2K	0.6%	51
2016 Q2	$22M	Sell	594,525 -1,834	-0.3%	-$67.5K	0.63%	46
2016 Q1	$22M	Sell	596,359 -459	-0.1%	-$16.2K	0.66%	46
2015 Q4	$26.8M	Hold	596,818	–	–	0.78%	42
2015 Q3	$22M	Buy	+596,818	New	+$22.7M	0.67%	46

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AEGON Asset Management (UK)'s EFOR Position: Q4 2018 in Review

AEGON Asset Management (UK) sold out of Everforth Inc (EFOR) in Q4 2018, closing a stake of 651,949 shares — an estimated $51.4M sold.

AEGON Asset Management (UK) first reported a position in EFOR in Q3 2015 and held it in 12 quarters. The position peaked at $52.7M in Q2 2018. 302 funds tracked by Wall St. Rank hold EFOR as of Q4 2018.

AEGON Asset Management (UK) reported no remaining Everforth Inc position as of Q4 2018 after selling out during the quarter.
AEGON Asset Management (UK) sold 651,949 Everforth Inc shares in Q4 2018, an estimated $51.4M.
AEGON Asset Management (UK) first reported a position in Everforth Inc in Q3 2015 and held it in 12 quarters.
AEGON Asset Management (UK)'s Everforth Inc position peaked at $52.7M in Q2 2018.
302 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2018.

Based on AEGON Asset Management (UK)'s 13F filing for Q4 2018, filed 14 Jan 2019.