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
2019
Q3 		– Sell
-40,000
Closed -$2.42M – 124
2019
Q2 		$2.42M Buy
+40,000
New +$2.4M 0.24% 88
2018
Q4 		– Sell
-50,000
Closed -$3.95M – 111
2018
Q3 		$3.95M Buy
+50,000
New +$4.32M 0.37% 64

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.