CCI
EFOR

Columbus Circle Investors’s Everforth Inc EFOR Stock Holding History

Columbus Circle 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
2020
Q4 		$16.2M Buy
+193,676
New +$14.9M 0.71% 55
2018
Q2 		– Sell
-630,914
Closed -$51.7M – 189
2018
Q1 		$51.7M Buy
630,914
+177,652
+39% +$13.3M 1.05% 26
2017
Q4 		$29.1M Sell
453,262
-48,331
-10% -$2.93M 0.55% 65
2017
Q3 		$26.9M Sell
501,593
-48,729
-9% -$2.44M 0.46% 78
2017
Q2 		$29.8M Buy
550,322
+267,769
+95% +$13.8M 0.49% 67
2017
Q1 		$13.7M Buy
+282,553
New +$13.1M 0.19% 127

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Columbus Circle Investors's EFOR Position: Q4 2020 in Review

Columbus Circle Investors opened a new position in Everforth Inc (EFOR) in Q4 2020: 193,676 shares worth $16.2M. The stake represents 0.71% of the portfolio and ranks #55 among its holdings. This is a return to the name: Columbus Circle Investors previously reported a position in EFOR as recently as Q1 2018.

Columbus Circle Investors first reported a position in EFOR in Q1 2017 and has held it in 6 quarters since. The position peaked at $51.7M in Q1 2018. 272 funds tracked by Wall St. Rank hold EFOR as of Q4 2020.

  • Columbus Circle Investors held 193,676 shares of Everforth Inc worth $16.2M as of Q4 2020.
  • Everforth Inc was a new Columbus Circle Investors position in Q4 2020.
  • Everforth Inc made up 0.71% of Columbus Circle Investors's portfolio in Q4 2020, its #55 holding.
  • Columbus Circle Investors first reported a position in Everforth Inc in Q1 2017 and has held it in 6 quarters since.
  • Columbus Circle Investors's Everforth Inc position peaked at $51.7M in Q1 2018.
  • 272 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2020.

Based on Columbus Circle Investors's 13F filing for Q4 2020, filed 20 Jan 2021.