BLM
EFOR

Bennett Lawrence Management’s Everforth Inc EFOR Stock Holding History

Bennett Lawrence Management’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
2015
Q4 		$769K Buy
+17,100
New +$747K 0.25% 77
2014
Q1 		– Sell
-32,600
Closed -$1.14M – 90
2013
Q4 		$1.14M Buy
32,600
+5,000
+18% +$167K 0.17% 75
2013
Q3 		$911K Sell
27,600
-5,850
-17% -$181K 0.15% 69
2013
Q2 		$894K Buy
+33,450
New +$842K 0.17% 77

Other funds holding EFOR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bennett Lawrence Management's EFOR Position: Q4 2015 in Review

Bennett Lawrence Management opened a new position in Everforth Inc (EFOR) in Q4 2015: 17,100 shares worth $769K. The stake represents 0.25% of the portfolio and ranks #77 among its holdings. This is a return to the name: Bennett Lawrence Management previously reported a position in EFOR as recently as Q4 2013.

Bennett Lawrence Management first reported a position in EFOR in Q2 2013 and has held it in 4 quarters since. The position peaked at $1.14M in Q4 2013. 225 funds tracked by Wall St. Rank hold EFOR as of Q4 2015.

  • Bennett Lawrence Management held 17,100 shares of Everforth Inc worth $769K as of Q4 2015.
  • Everforth Inc was a new Bennett Lawrence Management position in Q4 2015.
  • Everforth Inc made up 0.25% of Bennett Lawrence Management's portfolio in Q4 2015, its #77 holding.
  • Bennett Lawrence Management first reported a position in Everforth Inc in Q2 2013 and has held it in 4 quarters since.
  • Bennett Lawrence Management's Everforth Inc position peaked at $1.14M in Q4 2013.
  • 225 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2015.

Based on Bennett Lawrence Management's 13F filing for Q4 2015, filed 16 Feb 2016.