BPIM
EFOR

Brant Point Investment Management’s Everforth Inc EFOR Stock Holding History

Brant Point 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
2020
Q4 		– Sell
-60,875
Closed -$3.87M – 142
2020
Q3 		$3.87M Sell
60,875
-32,600
-35% -$2.24M 0.34% 68
2020
Q2 		$6.23M Hold
93,475
– – 0.61% 29
2020
Q1 		$3.3M Sell
93,475
-20,000
-18% -$1.13M 0.42% 55
2019
Q4 		$8.05M Hold
113,475
– – 0.82% 18
2019
Q3 		$7.13M Hold
113,475
– – 0.69% 26
2019
Q2 		$6.88M Buy
113,475
+15,454
+16% +$928K 0.67% 26
2019
Q1 		$6.22M Sell
98,021
-21,370
-18% -$1.34M 0.78% 25
2018
Q4 		$6.51M Sell
119,391
-2,964
-2% -$193K 0.95% 18
2018
Q3 		$9.66M Buy
122,355
+25,000
+26% +$2.16M 0.92% 14
2018
Q2 		$7.61M Hold
97,355
– – 0.61% 24
2018
Q1 		$7.97M Sell
97,355
-10,120
-9% -$758K 0.58% 20
2017
Q4 		$6.91M Sell
107,475
-40,105
-27% -$2.43M 0.7% 25
2017
Q3 		$7.92M Sell
147,580
-11,600
-7% -$580K 0.82% 16
2017
Q2 		$8.62M Buy
159,180
+28,700
+22% +$1.47M 1.05% 18
2017
Q1 		$6.33M Sell
130,480
-22,200
-15% -$1.03M 0.65% 34
2016
Q4 		$6.74M Sell
152,680
-30,600
-17% -$1.22M 0.66% 28
2016
Q3 		$6.65M Sell
183,280
-28,000
-13% -$1.04M 0.58% 33
2016
Q2 		$7.81M Sell
211,280
-164,220
-44% -$6.04M 0.74% 26
2016
Q1 		$13.9M Buy
375,500
+7,900
+2% +$279K 1.44% 5
2015
Q4 		$16.5M Sell
367,600
-11,800
-3% -$516K 1.89% 5
2015
Q3 		$14M Buy
379,400
+112,600
+42% +$4.28M 1.56% 7
2015
Q2 		$10.5M Buy
266,800
+168,700
+172% +$6.44M 0.95% 19
2015
Q1 		$3.76M Buy
98,100
+17,500
+22% +$638K 0.34% 72
2014
Q4 		$2.67M Sell
80,600
-67,500
-46% -$2.03M 0.25% 99
2014
Q3 		$3.98M Sell
148,100
-311,900
-68% -$9.67M 0.38% 66
2014
Q2 		$16.4M Buy
460,000
+108,300
+31% +$3.88M 1.47% 8
2014
Q1 		$13.6M Buy
351,700
+111,700
+47% +$3.75M 1.3% 8
2013
Q4 		$8.38M Sell
240,000
-210,000
-47% -$7M 0.76% 38
2013
Q3 		$14.8M Sell
450,000
-60,000
-12% -$1.86M 1.69% 7
2013
Q2 		$13.6M Buy
+510,000
New +$12.8M 1.48% 8

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Brant Point Investment Management's EFOR Position: Q4 2020 in Review

Brant Point Investment Management sold out of Everforth Inc (EFOR) in Q4 2020, closing a stake of 60,875 shares — an estimated $3.87M sold.

Brant Point Investment Management first reported a position in EFOR in Q2 2013 and held it in 30 quarters. The position peaked at $16.5M in Q4 2015. 272 funds tracked by Wall St. Rank hold EFOR as of Q4 2020.

  • Brant Point Investment Management reported no remaining Everforth Inc position as of Q4 2020 after selling out during the quarter.
  • Brant Point Investment Management sold 60,875 Everforth Inc shares in Q4 2020, an estimated $3.87M.
  • Brant Point Investment Management first reported a position in Everforth Inc in Q2 2013 and held it in 30 quarters.
  • Brant Point Investment Management's Everforth Inc position peaked at $16.5M in Q4 2015.
  • 272 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2020.

Based on Brant Point Investment Management's 13F filing for Q4 2020, filed 12 Feb 2021.