Brown Advisory
EFOR

Brown Advisory’s Everforth Inc EFOR Stock Holding History

Brown Advisory’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
Q2 		– Sell
-9,586
Closed -$609K – 1037
2019
Q1 		$609K Buy
9,586
+3,703
+63% +$232K ﹤0.01% 928
2018
Q4 		$321K Sell
5,883
-2,096
-26% -$137K ﹤0.01% 1056
2018
Q3 		$630K Buy
+7,979
New +$689K ﹤0.01% 940

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Brown Advisory's EFOR Position: Q2 2019 in Review

Brown Advisory sold out of Everforth Inc (EFOR) in Q2 2019, closing a stake of 9,586 shares — an estimated $609K sold.

Brown Advisory first reported a position in EFOR in Q3 2018 and held it in 3 quarters. The position peaked at $630K in Q3 2018. 279 funds tracked by Wall St. Rank hold EFOR as of Q2 2019.

  • Brown Advisory reported no remaining Everforth Inc position as of Q2 2019 after selling out during the quarter.
  • Brown Advisory sold 9,586 Everforth Inc shares in Q2 2019, an estimated $609K.
  • Brown Advisory first reported a position in Everforth Inc in Q3 2018 and held it in 3 quarters.
  • Brown Advisory's Everforth Inc position peaked at $630K in Q3 2018.
  • 279 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2019.

Based on Brown Advisory's 13F filing for Q2 2019, filed 12 Aug 2019.