AI
EFOR

Axiom Investors’s Everforth Inc EFOR Stock Holding History

Axiom 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
2019
Q2 		– Sell
-20,620
Closed -$1.31M – 121
2019
Q1 		$1.31M Sell
20,620
-33,810
-62% -$2.11M 0.04% 112
2018
Q4 		$2.97M Sell
54,430
-22,025
-29% -$1.44M 0.1% 93
2018
Q3 		$6.04M Buy
+76,455
New +$6.6M 0.17% 77
2014
Q3 		– Sell
-102,025
Closed -$3.63M – 154
2014
Q2 		$3.63M Buy
102,025
+9,000
+10% +$322K 0.09% 84
2014
Q1 		$3.59M Sell
93,025
-20,925
-18% -$702K 0.09% 85
2013
Q4 		$3.98M Sell
113,950
-14,750
-11% -$492K 0.11% 82
2013
Q3 		$4.25M Sell
128,700
-2,000
-2% -$62K 0.14% 72
2013
Q2 		$3.49M Buy
+130,700
New +$3.29M 0.13% 74

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Axiom Investors's EFOR Position: Q2 2019 in Review

Axiom Investors sold out of Everforth Inc (EFOR) in Q2 2019, closing a stake of 20,620 shares — an estimated $1.31M sold.

Axiom Investors first reported a position in EFOR in Q2 2013 and held it in 8 quarters. The position peaked at $6.04M in Q3 2018. 279 funds tracked by Wall St. Rank hold EFOR as of Q2 2019.

  • Axiom Investors reported no remaining Everforth Inc position as of Q2 2019 after selling out during the quarter.
  • Axiom Investors sold 20,620 Everforth Inc shares in Q2 2019, an estimated $1.31M.
  • Axiom Investors first reported a position in Everforth Inc in Q2 2013 and held it in 8 quarters.
  • Axiom Investors's Everforth Inc position peaked at $6.04M in Q3 2018.
  • 279 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2019.

Based on Axiom Investors's 13F filing for Q2 2019, filed 7 Aug 2019.