Daruma Capital Management’s Everforth Inc EFOR Stock Holding History

Daruma Capital 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
2016 Q4	–	Sell	-1,181,022	Closed	-$42.9M	–	55
2016 Q3	$42.9M	Sell	1,181,022 -43,591	-4%	-$1.62M	2.62%	22
2016 Q2	$45.2M	Buy	1,224,613 +4,265	+0.3%	+$157K	2.96%	21
2016 Q1	$45.1M	Buy	1,220,348 +49,030	+4%	+$1.73M	2.82%	25
2015 Q4	$52.7M	Sell	1,171,318 -223,998	-16%	-$9.79M	3.15%	15
2015 Q3	$51.5M	Sell	1,395,316 -557,057	-29%	-$21.2M	3.16%	17
2015 Q2	$76.7M	Buy	1,952,373 +32,901	+2%	+$1.26M	3.37%	12
2015 Q1	$73.7M	Sell	1,919,472 -60,530	-3%	-$2.21M	3.29%	13
2014 Q4	$65.7M	Buy	+1,980,002	New	+$59.5M	2.86%	24

Other funds holding EFOR

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Daruma Capital Management's EFOR Position: Q4 2016 in Review

Daruma Capital Management sold out of Everforth Inc (EFOR) in Q4 2016, closing a stake of 1,181,022 shares — an estimated $42.9M sold.

Daruma Capital Management first reported a position in EFOR in Q4 2014 and held it in 8 quarters. The position peaked at $76.7M in Q2 2015. 207 funds tracked by Wall St. Rank hold EFOR as of Q4 2016.

Daruma Capital Management reported no remaining Everforth Inc position as of Q4 2016 after selling out during the quarter.
Daruma Capital Management sold 1,181,022 Everforth Inc shares in Q4 2016, an estimated $42.9M.
Daruma Capital Management first reported a position in Everforth Inc in Q4 2014 and held it in 8 quarters.
Daruma Capital Management's Everforth Inc position peaked at $76.7M in Q2 2015.
207 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2016.

Based on Daruma Capital Management's 13F filing for Q4 2016, filed 14 Feb 2017.