BIM
EFOR

Bogle Investment Management’s Everforth Inc EFOR Stock Holding History

Bogle Investment 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
2019
Q1 		– Sell
-78,032
Closed -$4.25M – 281
2018
Q4 		$4.25M Buy
+78,032
New +$5.09M 0.33% 106
2018
Q2 		– Sell
-82,138
Closed -$6.72M – 282
2018
Q1 		$6.72M Buy
82,138
+72,552
+757% +$5.43M 0.51% 80
2017
Q4 		$616K Buy
+9,586
New +$580K 0.05% 237

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bogle Investment Management's EFOR Position: Q1 2019 in Review

Bogle Investment Management sold out of Everforth Inc (EFOR) in Q1 2019, closing a stake of 78,032 shares — an estimated $4.25M sold.

Bogle Investment Management first reported a position in EFOR in Q4 2017 and held it in 3 quarters. The position peaked at $6.72M in Q1 2018. 295 funds tracked by Wall St. Rank hold EFOR as of Q1 2019.

  • Bogle Investment Management reported no remaining Everforth Inc position as of Q1 2019 after selling out during the quarter.
  • Bogle Investment Management sold 78,032 Everforth Inc shares in Q1 2019, an estimated $4.25M.
  • Bogle Investment Management first reported a position in Everforth Inc in Q4 2017 and held it in 3 quarters.
  • Bogle Investment Management's Everforth Inc position peaked at $6.72M in Q1 2018.
  • 295 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2019.

Based on Bogle Investment Management's 13F filing for Q1 2019, filed 13 May 2019.