DCM
EFOR

Driehaus Capital Management’s Everforth Inc EFOR Stock Holding History

Driehaus 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
2021
Q2 		– Sell
-102,879
Closed -$9.82M – 432
2021
Q1 		$9.82M Buy
102,879
+50,086
+95% +$4.63M 0.14% 210
2020
Q4 		$4.41M Buy
+52,793
New +$4.06M 0.07% 259
2018
Q4 		– Sell
-39,387
Closed -$3.11M – 406
2018
Q3 		$3.11M Buy
+39,387
New +$3.4M 0.1% 234
2017
Q3 		– Sell
-50,915
Closed -$2.76M – 480
2017
Q2 		$2.76M Buy
+50,915
New +$2.62M 0.1% 212
2016
Q2 		– Sell
-5,418
Closed -$200K – 557
2016
Q1 		$200K Sell
5,418
-122,802
-96% -$4.34M 0.01% 518
2015
Q4 		$5.76M Buy
128,220
+15,041
+13% +$657K 0.19% 115
2015
Q3 		$4.18M Sell
113,179
-39,052
-26% -$1.48M 0.15% 159
2015
Q2 		$5.98M Buy
152,231
+9,183
+6% +$351K 0.21% 110
2015
Q1 		$5.49M Buy
+143,048
New +$5.21M 0.19% 139
2014
Q3 		– Sell
-163,831
Closed -$5.83M – 530
2014
Q2 		$5.83M Buy
163,831
+48,015
+41% +$1.72M 0.19% 144
2014
Q1 		$4.47M Sell
115,816
-50,945
-31% -$1.71M 0.14% 186
2013
Q4 		$5.82M Sell
166,761
-95,204
-36% -$3.17M 0.21% 147
2013
Q3 		$8.64M Buy
261,965
+87,801
+50% +$2.72M 0.33% 96
2013
Q2 		$4.65M Buy
+174,164
New +$4.38M 0.2% 168

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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

Driehaus Capital Management's EFOR Position: Q2 2021 in Review

Driehaus Capital Management sold out of Everforth Inc (EFOR) in Q2 2021, closing a stake of 102,879 shares — an estimated $9.82M sold.

Driehaus Capital Management first reported a position in EFOR in Q2 2013 and held it in 14 quarters. The position peaked at $9.82M in Q1 2021. 268 funds tracked by Wall St. Rank hold EFOR as of Q2 2021.

  • Driehaus Capital Management reported no remaining Everforth Inc position as of Q2 2021 after selling out during the quarter.
  • Driehaus Capital Management sold 102,879 Everforth Inc shares in Q2 2021, an estimated $9.82M.
  • Driehaus Capital Management first reported a position in Everforth Inc in Q2 2013 and held it in 14 quarters.
  • Driehaus Capital Management's Everforth Inc position peaked at $9.82M in Q1 2021.
  • 268 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2021.

Based on Driehaus Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.