BC
EFOR

Brinker Capital’s Everforth Inc EFOR Stock Holding History

Brinker Capital’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
Q2 		$1.26M Sell
18,897
-518
-3% -$27.5K 0.04% 439
2020
Q1 		$686K Buy
19,415
+2,422
+14% +$137K 0.03% 539
2019
Q4 		$1.21M Buy
16,993
+2
+0% +$131 0.04% 444
2019
Q3 		$1.07M Buy
16,991
+1,317
+8% +$81.3K 0.04% 470
2019
Q2 		$950K Sell
15,674
-1,590
-9% -$95.5K 0.03% 490
2019
Q1 		$1.1M Buy
17,264
+102
+0.6% +$6.38K 0.04% 423
2018
Q4 		$935K Sell
17,162
-340
-2% -$22.2K 0.04% 419
2018
Q3 		$1.38M Sell
17,502
-1,073
-6% -$92.7K 0.05% 396
2018
Q2 		$1.45M Sell
18,575
-242
-1% -$19.8K 0.06% 368
2018
Q1 		$1.54M Buy
18,817
+704
+4% +$52.7K 0.06% 326
2017
Q4 		$1.16M Sell
18,113
-864
-5% -$52.3K 0.05% 384
2017
Q3 		$1.02M Sell
18,977
-356
-2% -$17.8K 0.04% 407
2017
Q2 		$1.05M Sell
19,333
-510
-3% -$26.2K 0.05% 360
2017
Q1 		$963K Buy
19,843
+12,133
+157% +$562K 0.05% 383
2016
Q4 		$340K Buy
+7,710
New +$307K 0.02% 546

Other funds holding EFOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Brinker Capital's EFOR Position: Q2 2020 in Review

Brinker Capital reduced its Everforth Inc (EFOR) stake by 2.7% in Q2 2020, selling an estimated $27.5K and leaving 18,897 shares worth $1.26M. The position accounts for 0.04% of the portfolio, ranked #439.

Brinker Capital first reported a position in EFOR in Q4 2016 and has held it in 15 quarters since. The position peaked at $1.54M in Q1 2018. 248 funds tracked by Wall St. Rank hold EFOR as of Q2 2020.

  • Brinker Capital held 18,897 shares of Everforth Inc worth $1.26M as of Q2 2020.
  • Brinker Capital sold 518 Everforth Inc shares in Q2 2020, an estimated $27.5K.
  • Everforth Inc made up 0.04% of Brinker Capital's portfolio in Q2 2020, its #439 holding.
  • Brinker Capital first reported a position in Everforth Inc in Q4 2016 and has held it in 15 quarters since.
  • Brinker Capital's Everforth Inc position peaked at $1.54M in Q1 2018.
  • 248 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2020.

Based on Brinker Capital's 13F filing for Q2 2020, filed 30 Jul 2020.