EP
EFOR

Elkfork Partners’s Everforth Inc EFOR Stock Holding History

Elkfork Partners’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
Q3 		$412K Hold
6,556
– – 0.01% 642
2019
Q2 		$397K Hold
6,556
– – 0.01% 646
2019
Q1 		$416K Hold
6,556
– – 0.01% 610
2018
Q4 		$357K Hold
6,556
– – 0.01% 607
2018
Q3 		$518K Buy
6,556
+1,738
+36% +$150K 0.01% 583
2018
Q2 		$377K Buy
+4,818
New +$394K 0.01% 612

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 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

Elkfork Partners's EFOR Position: Q3 2019 in Review

Elkfork Partners held its Everforth Inc (EFOR) position steady in Q3 2019 at 6,556 shares worth $412K. The position accounts for 0.01% of the portfolio, ranked #642.

Elkfork Partners first reported a position in EFOR in Q2 2018 and has held it in 6 quarters since. The position peaked at $518K in Q3 2018. 267 funds tracked by Wall St. Rank hold EFOR as of Q3 2019.

  • Elkfork Partners held 6,556 shares of Everforth Inc worth $412K as of Q3 2019.
  • Elkfork Partners left its Everforth Inc share count unchanged in Q3 2019.
  • Everforth Inc made up 0.01% of Elkfork Partners's portfolio in Q3 2019, its #642 holding.
  • Elkfork Partners first reported a position in Everforth Inc in Q2 2018 and has held it in 6 quarters since.
  • Elkfork Partners's Everforth Inc position peaked at $518K in Q3 2018.
  • 267 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2019.

Based on Elkfork Partners's 13F filing for Q3 2019, filed 14 Nov 2019.