Dalton, Greiner, Hartman, Maher & Co’s Everforth Inc EFOR Stock Holding History

Dalton, Greiner, Hartman, Maher & Co’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	-284,481	Closed	-$18.1M	–	159
2019 Q1	$18.1M	Sell	284,481 -49,771	-15%	-$3.11M	1.51%	15
2018 Q4	$18.2M	Buy	334,252 +35,211	+12%	+$2.3M	1.36%	32
2018 Q3	$23.6M	Buy	299,041 +18,329	+7%	+$1.58M	1.18%	26
2018 Q2	$21.9M	Sell	280,712 -1,066	-0.4%	-$87.2K	1.13%	26
2018 Q1	$23.1M	Sell	281,778 -1,614	-0.6%	-$121K	1.56%	16
2017 Q4	$18.2M	Sell	283,392 -40,580	-13%	-$2.46M	0.95%	46
2017 Q3	$17.4M	Buy	323,972 +98,245	+44%	+$4.92M	0.97%	48
2017 Q2	$12.2M	Buy	+225,727	New	+$11.6M	0.71%	75

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dalton, Greiner, Hartman, Maher & Co's EFOR Position: Q2 2019 in Review

Dalton, Greiner, Hartman, Maher & Co sold out of Everforth Inc (EFOR) in Q2 2019, closing a stake of 284,481 shares — an estimated $18.1M sold.

Dalton, Greiner, Hartman, Maher & Co first reported a position in EFOR in Q2 2017 and held it in 8 quarters. The position peaked at $23.6M in Q3 2018. 279 funds tracked by Wall St. Rank hold EFOR as of Q2 2019.

Dalton, Greiner, Hartman, Maher & Co reported no remaining Everforth Inc position as of Q2 2019 after selling out during the quarter.
Dalton, Greiner, Hartman, Maher & Co sold 284,481 Everforth Inc shares in Q2 2019, an estimated $18.1M.
Dalton, Greiner, Hartman, Maher & Co first reported a position in Everforth Inc in Q2 2017 and held it in 8 quarters.
Dalton, Greiner, Hartman, Maher & Co's Everforth Inc position peaked at $23.6M in Q3 2018.
279 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2019.

Based on Dalton, Greiner, Hartman, Maher & Co's 13F filing for Q2 2019, filed 10 Jul 2019.