EMG
EFOR

Ellington Management Group’s Everforth Inc EFOR Stock Holding History

Ellington Management Group’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
-3,200
Closed -$203K – 581
2019
Q1 		$203K Buy
+3,200
New +$200K 0.04% 470
2015
Q3 		– Sell
-30,600
Closed -$1.2M – 698
2015
Q2 		$1.2M Buy
+30,600
New +$1.17M 0.29% 73
2014
Q1 		– Sell
-11,000
Closed -$384K – 602
2013
Q4 		$384K Buy
+11,000
New +$367K 0.14% 240
2013
Q3 		– Sell
-8,700
Closed -$232K – 753
2013
Q2 		$232K Buy
+8,700
New +$219K 0.04% 616

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

Ellington Management Group's EFOR Position: Q2 2019 in Review

Ellington Management Group sold out of Everforth Inc (EFOR) in Q2 2019, closing a stake of 3,200 shares — an estimated $203K sold.

Ellington Management Group first reported a position in EFOR in Q2 2013 and held it in 4 quarters. The position peaked at $1.2M in Q2 2015. 279 funds tracked by Wall St. Rank hold EFOR as of Q2 2019.

  • Ellington Management Group reported no remaining Everforth Inc position as of Q2 2019 after selling out during the quarter.
  • Ellington Management Group sold 3,200 Everforth Inc shares in Q2 2019, an estimated $203K.
  • Ellington Management Group first reported a position in Everforth Inc in Q2 2013 and held it in 4 quarters.
  • Ellington Management Group's Everforth Inc position peaked at $1.2M in Q2 2015.
  • 279 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2019.

Based on Ellington Management Group's 13F filing for Q2 2019, filed 14 Aug 2019.