CAM
EFOR

Crown Advisors Management’s Everforth Inc EFOR Stock Holding History

Crown Advisors Management’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
-40,000
Closed -$2.84M – 43
2019
Q4 		$2.84M Hold
40,000
– – 1.83% 28
2019
Q3 		$2.51M Buy
+40,000
New +$2.47M 1.68% 30

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

Crown Advisors Management's EFOR Position: Q1 2020 in Review

Crown Advisors Management sold out of Everforth Inc (EFOR) in Q1 2020, closing a stake of 40,000 shares — an estimated $2.84M sold.

Crown Advisors Management first reported a position in EFOR in Q3 2019 and held it in 2 quarters. The position peaked at $2.84M in Q4 2019. 243 funds tracked by Wall St. Rank hold EFOR as of Q1 2020.

  • Crown Advisors Management reported no remaining Everforth Inc position as of Q1 2020 after selling out during the quarter.
  • Crown Advisors Management sold 40,000 Everforth Inc shares in Q1 2020, an estimated $2.84M.
  • Crown Advisors Management first reported a position in Everforth Inc in Q3 2019 and held it in 2 quarters.
  • Crown Advisors Management's Everforth Inc position peaked at $2.84M in Q4 2019.
  • 243 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2020.

Based on Crown Advisors Management's 13F filing for Q1 2020, filed 5 May 2020.