GAM Holding’s Everforth Inc EFOR Stock Holding History

GAM Holding’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	–	Sell	-7,430	Closed	-$450K	–	805
2019 Q2	$450K	Buy	7,430 +1,507	+25%	+$90.5K	0.02%	700
2019 Q1	$376K	Sell	5,923 -1,151	-16%	-$72K	0.02%	688
2018 Q4	$380K	Sell	7,074 -2,076	-23%	-$135K	0.02%	618
2018 Q3	$722K	Sell	9,150 -1,696	-16%	-$146K	0.03%	572
2018 Q2	$848K	Buy	+10,846	New	+$887K	0.03%	531
2018 Q1	–	Sell	-5,116	Closed	-$329K	–	823
2017 Q4	$329K	Buy	+5,116	New	+$310K	0.01%	799
2016 Q1	–	Sell	-11,800	Closed	-$530K	–	948
2015 Q4	$530K	Hold	11,800	–	–	0.01%	837
2015 Q3	$435K	Hold	11,800	–	–	0.01%	860
2015 Q2	$464K	Hold	11,800	–	–	0.01%	875
2015 Q1	$453K	Hold	11,800	–	–	0.01%	859
2014 Q4	$392K	Buy	+11,800	New	+$355K	0.01%	871

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

GAM Holding's EFOR Position: Q3 2019 in Review

GAM Holding sold out of Everforth Inc (EFOR) in Q3 2019, closing a stake of 7,430 shares — an estimated $450K sold.

GAM Holding first reported a position in EFOR in Q4 2014 and held it in 11 quarters. The position peaked at $848K in Q2 2018. 267 funds tracked by Wall St. Rank hold EFOR as of Q3 2019.

GAM Holding reported no remaining Everforth Inc position as of Q3 2019 after selling out during the quarter.
GAM Holding sold 7,430 Everforth Inc shares in Q3 2019, an estimated $450K.
GAM Holding first reported a position in Everforth Inc in Q4 2014 and held it in 11 quarters.
GAM Holding's Everforth Inc position peaked at $848K in Q2 2018.
267 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2019.

Based on GAM Holding's 13F filing for Q3 2019, filed 8 Nov 2019.