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 New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return