AIS
EFOR

AlphaOne Investment Services’s Everforth Inc EFOR Stock Holding History

AlphaOne Investment Services’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
Q3 		– Sell
-18,564
Closed -$1.13M – 88
2019
Q2 		$1.13M Sell
18,564
-10,561
-36% -$634K 0.88% 31
2019
Q1 		$1.85M Sell
29,125
-38,257
-57% -$2.39M 1.11% 28
2018
Q4 		$3.67M Sell
67,382
-2,399
-3% -$156K 1.52% 21
2018
Q3 		$5.51M Sell
69,781
-8,987
-11% -$776K 1.63% 13
2018
Q2 		$6.16M Sell
78,768
-15,695
-17% -$1.28M 1.77% 11
2018
Q1 		$7.74M Sell
94,463
-4,973
-5% -$372K 2.13% 2
2017
Q4 		$6.39M Buy
99,436
+773
+0.8% +$46.8K 1.93% 11
2017
Q3 		$5.3M Buy
98,663
+700
+0.7% +$35K 1.41% 18
2017
Q2 		$5.3M Buy
97,963
+6,198
+7% +$318K 1.43% 18
2017
Q1 		$4.45M Sell
91,765
-4,982
-5% -$231K 1.12% 22
2016
Q4 		$4.27M Buy
96,747
+7,300
+8% +$290K 1.18% 30
2016
Q3 		$3.25M Sell
89,447
-3,105
-3% -$115K 1.07% 42
2016
Q2 		$3.42M Sell
92,552
-5,900
-6% -$217K 1.26% 32
2016
Q1 		$3.63M Sell
98,452
-12,829
-12% -$453K 1.49% 26
2015
Q4 		$5M Sell
111,281
-12,206
-10% -$534K 1.79% 7
2015
Q3 		$4.56M Buy
123,487
+12,350
+11% +$469K 1.94% 12
2015
Q2 		$4.37M Buy
111,137
+42,350
+62% +$1.62M 1.54% 19
2015
Q1 		$2.64M Hold
68,787
– – 0.99% 55
2014
Q4 		$2.28M Sell
68,787
-78,055
-53% -$2.35M 0.85% 62
2014
Q3 		$3.94M Sell
146,842
-47,016
-24% -$1.46M 1.27% 40
2014
Q2 		$6.9M Buy
193,858
+10,867
+6% +$389K 1.86% 7
2014
Q1 		$7.06M Buy
182,991
+29,224
+19% +$980K 1.65% 4
2013
Q4 		$5.37M Buy
153,767
+4,828
+3% +$161K 1.17% 23
2013
Q3 		$4.92M Buy
148,939
+4,619
+3% +$143K 1.25% 8
2013
Q2 		$3.86M Buy
+144,320
New +$3.63M 1.04% 23

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AlphaOne Investment Services's EFOR Position: Q3 2019 in Review

AlphaOne Investment Services sold out of Everforth Inc (EFOR) in Q3 2019, closing a stake of 18,564 shares — an estimated $1.13M sold.

AlphaOne Investment Services first reported a position in EFOR in Q2 2013 and held it in 25 quarters. The position peaked at $7.74M in Q1 2018. 267 funds tracked by Wall St. Rank hold EFOR as of Q3 2019.

  • AlphaOne Investment Services reported no remaining Everforth Inc position as of Q3 2019 after selling out during the quarter.
  • AlphaOne Investment Services sold 18,564 Everforth Inc shares in Q3 2019, an estimated $1.13M.
  • AlphaOne Investment Services first reported a position in Everforth Inc in Q2 2013 and held it in 25 quarters.
  • AlphaOne Investment Services's Everforth Inc position peaked at $7.74M in Q1 2018.
  • 267 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2019.

Based on AlphaOne Investment Services's 13F filing for Q3 2019, filed 12 Nov 2019.