Freedom Day Solutions’s Everforth Inc EFOR Stock Holding History

Freedom Day Solutions’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
2018 Q4	–	Sell	-26,060	Closed	-$2.06M	–	74
2018 Q3	$2.06M	Sell	26,060 -1,930	-7%	-$167K	1.62%	22
2018 Q2	$2.19M	Sell	27,990 -620	-2%	-$50.7K	1.78%	18
2018 Q1	$2.34M	Sell	28,610 -3,200	-10%	-$240K	2.05%	13
2017 Q4	$2.04M	Buy	+31,810	New	+$1.93M	1.73%	26

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Freedom Day Solutions's EFOR Position: Q4 2018 in Review

Freedom Day Solutions sold out of Everforth Inc (EFOR) in Q4 2018, closing a stake of 26,060 shares — an estimated $2.06M sold.

Freedom Day Solutions first reported a position in EFOR in Q4 2017 and held it in 4 quarters. The position peaked at $2.34M in Q1 2018. 302 funds tracked by Wall St. Rank hold EFOR as of Q4 2018.

Freedom Day Solutions reported no remaining Everforth Inc position as of Q4 2018 after selling out during the quarter.
Freedom Day Solutions sold 26,060 Everforth Inc shares in Q4 2018, an estimated $2.06M.
Freedom Day Solutions first reported a position in Everforth Inc in Q4 2017 and held it in 4 quarters.
Freedom Day Solutions's Everforth Inc position peaked at $2.34M in Q1 2018.
302 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2018.

Based on Freedom Day Solutions's 13F filing for Q4 2018, filed 28 Jan 2019.