EBIM
EFOR

Eagle Boston Investment Management’s Everforth Inc EFOR Stock Holding History

Eagle Boston Investment 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
2019
Q2 		$1.2M Sell
19,871
-31,825
-62% -$1.91M 1.38% 25
2019
Q1 		$3.28M Sell
51,696
-30,731
-37% -$1.92M 1.43% 17
2018
Q4 		$4.49M Sell
82,427
-162,316
-66% -$10.6M 1.56% 10
2018
Q3 		$19.3M Sell
244,743
-28,934
-11% -$2.5M 1.73% 5
2018
Q2 		$21.4M Sell
273,677
-56,875
-17% -$4.65M 1.97% 2
2018
Q1 		$27.1M Buy
330,552
+15,416
+5% +$1.15M 2.69% 1
2017
Q4 		$20.3M Sell
315,136
-15,290
-5% -$926K 2.02% 2
2017
Q3 		$18M Sell
330,426
-35,554
-10% -$1.78M 1.85% 4
2017
Q2 		$19.8M Sell
365,980
-31,877
-8% -$1.64M 2.15% 2
2017
Q1 		$19.3M Sell
397,857
-27,892
-7% -$1.29M 2.16% 1
2016
Q4 		$18.8M Sell
425,749
-182
-0% -$7.24K 2.24% 1
2016
Q3 		$15.5M Buy
425,931
+3,348
+0.8% +$125K 1.98% 2
2016
Q2 		$15.6M Buy
422,583
+11,191
+3% +$412K 2.12% 3
2016
Q1 		$15.2M Buy
411,392
+14,993
+4% +$529K 2.1% 3
2015
Q4 		$17.8M Sell
396,399
-23,259
-6% -$1.02M 2.51% 3
2015
Q3 		$15.5M Buy
419,658
+291
+0.1% +$11.1K 2.08% 4
2015
Q2 		$16.5M Sell
419,367
-147,896
-26% -$5.65M 2.07% 4
2015
Q1 		$21.8M Sell
567,263
-387,712
-41% -$14.1M 1.83% 6
2014
Q4 		$31.7M Sell
954,975
-201,084
-17% -$6.04M 2.09% 2
2014
Q3 		$31M Sell
1,156,059
-21,198
-2% -$657K 1.72% 10
2014
Q2 		$41.9M Sell
1,177,257
-39,742
-3% -$1.42M 2.09% 2
2014
Q1 		$47M Sell
1,216,999
-153,902
-11% -$5.16M 2.32% 1
2013
Q4 		$47.9M Buy
1,370,901
+208,724
+18% +$6.96M 2.32% 3
2013
Q3 		$38.6M Sell
1,162,177
-23,592
-2% -$731K 2.34% 3
2013
Q2 		$31.7M Buy
+1,185,769
New +$29.9M 2.11% 2

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Eagle Boston Investment Management's EFOR Position: Q2 2019 in Review

Eagle Boston Investment Management reduced its Everforth Inc (EFOR) stake by 62% in Q2 2019, selling an estimated $1.91M and leaving 19,871 shares worth $1.2M. The position accounts for 1.38% of the portfolio, ranked #25.

Eagle Boston Investment Management first reported a position in EFOR in Q2 2013 and has held it in 25 quarters since. The position peaked at $47.9M in Q4 2013. 279 funds tracked by Wall St. Rank hold EFOR as of Q2 2019.

  • Eagle Boston Investment Management held 19,871 shares of Everforth Inc worth $1.2M as of Q2 2019.
  • Eagle Boston Investment Management sold 31,825 Everforth Inc shares in Q2 2019, an estimated $1.91M.
  • Everforth Inc made up 1.38% of Eagle Boston Investment Management's portfolio in Q2 2019, its #25 holding.
  • Eagle Boston Investment Management first reported a position in Everforth Inc in Q2 2013 and has held it in 25 quarters since.
  • Eagle Boston Investment Management's Everforth Inc position peaked at $47.9M in Q4 2013.
  • 279 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2019.

Based on Eagle Boston Investment Management's 13F filing for Q2 2019, filed 5 Aug 2019.