Capital World Investors
EFOR

Capital World Investors’s Everforth Inc EFOR Stock Holding History

Capital World Investors’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
2018
Q3 		– Sell
-3,380,500
Closed -$264M – 553
2018
Q2 		$264M Hold
3,380,500
– – 0.06% 219
2018
Q1 		$277M Hold
3,380,500
– – 0.06% 214
2017
Q4 		$217M Hold
3,380,500
– – 0.05% 232
2017
Q3 		$181M Hold
3,380,500
– – 0.04% 244
2017
Q2 		$183M Sell
3,380,500
-200,000
-6% -$10.3M 0.04% 234
2017
Q1 		$174M Hold
3,580,500
– – 0.04% 236
2016
Q4 		$158M Buy
+3,580,500
New +$142M 0.04% 242

Other funds holding EFOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $484B AUM 34.9% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Capital World Investors's EFOR Position: Q3 2018 in Review

Capital World Investors sold out of Everforth Inc (EFOR) in Q3 2018, closing a stake of 3,380,500 shares — an estimated $264M sold.

Capital World Investors first reported a position in EFOR in Q4 2016 and held it in 7 quarters. The position peaked at $277M in Q1 2018. 300 funds tracked by Wall St. Rank hold EFOR as of Q3 2018.

  • Capital World Investors reported no remaining Everforth Inc position as of Q3 2018 after selling out during the quarter.
  • Capital World Investors sold 3,380,500 Everforth Inc shares in Q3 2018, an estimated $264M.
  • Capital World Investors first reported a position in Everforth Inc in Q4 2016 and held it in 7 quarters.
  • Capital World Investors's Everforth Inc position peaked at $277M in Q1 2018.
  • 300 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2018.

Based on Capital World Investors's 13F filing for Q3 2018, filed 14 Nov 2018.