Alpine Woods Capital Investors’s Everforth Inc EFOR Stock Holding History

Alpine Woods Capital Investors’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	-5,000	Closed	-$355K	–	260
2019 Q4	$355K	Hold	5,000	–	–	0.07%	206
2019 Q3	$314K	Hold	5,000	–	–	0.06%	209
2019 Q2	$303K	Buy	+5,000	New	+$300K	0.06%	230
2017 Q1	–	Sell	-15,000	Closed	-$662K	–	455
2016 Q4	$662K	Hold	15,000	–	–	0.04%	283
2016 Q3	$544K	Hold	15,000	–	–	0.03%	303
2016 Q2	$554K	Hold	15,000	–	–	0.03%	292
2016 Q1	$554K	Hold	15,000	–	–	0.03%	292
2015 Q4	$674K	Hold	15,000	–	–	0.04%	291
2015 Q3	$554K	Buy	15,000 +5,000	+50%	+$190K	0.03%	315
2015 Q2	$393K	Buy	+10,000	New	+$382K	0.02%	349

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Alpine Woods Capital Investors's EFOR Position: Q1 2020 in Review

Alpine Woods Capital Investors sold out of Everforth Inc (EFOR) in Q1 2020, closing a stake of 5,000 shares — an estimated $355K sold.

Alpine Woods Capital Investors first reported a position in EFOR in Q2 2015 and held it in 10 quarters. The position peaked at $674K in Q4 2015. 243 funds tracked by Wall St. Rank hold EFOR as of Q1 2020.

Alpine Woods Capital Investors reported no remaining Everforth Inc position as of Q1 2020 after selling out during the quarter.
Alpine Woods Capital Investors sold 5,000 Everforth Inc shares in Q1 2020, an estimated $355K.
Alpine Woods Capital Investors first reported a position in Everforth Inc in Q2 2015 and held it in 10 quarters.
Alpine Woods Capital Investors's Everforth Inc position peaked at $674K in Q4 2015.
243 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2020.

Based on Alpine Woods Capital Investors's 13F filing for Q1 2020, filed 4 May 2020.