CIP
EFOR

Capital Insight Partners’s Everforth Inc EFOR Stock Holding History

Capital Insight Partners’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
Q1 		– Sell
-16,826
Closed -$1.19M – 94
2019
Q4 		$1.19M Buy
16,826
+142
+0.9% +$9.27K 0.55% 55
2019
Q3 		$1.05M Buy
16,684
+127
+0.8% +$7.84K 0.92% 50
2019
Q2 		$1M Buy
+16,557
New +$995K 0.87% 54

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital Insight Partners's EFOR Position: Q1 2020 in Review

Capital Insight Partners sold out of Everforth Inc (EFOR) in Q1 2020, closing a stake of 16,826 shares — an estimated $1.19M sold.

Capital Insight Partners first reported a position in EFOR in Q2 2019 and held it in 3 quarters. The position peaked at $1.19M in Q4 2019. 243 funds tracked by Wall St. Rank hold EFOR as of Q1 2020.

  • Capital Insight Partners reported no remaining Everforth Inc position as of Q1 2020 after selling out during the quarter.
  • Capital Insight Partners sold 16,826 Everforth Inc shares in Q1 2020, an estimated $1.19M.
  • Capital Insight Partners first reported a position in Everforth Inc in Q2 2019 and held it in 3 quarters.
  • Capital Insight Partners's Everforth Inc position peaked at $1.19M in Q4 2019.
  • 243 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2020.

Based on Capital Insight Partners's 13F filing for Q1 2020, filed 14 Apr 2020.