GIA
EFOR

Gargoyle Investment Advisor’s Everforth Inc EFOR Stock Holding History

Gargoyle Investment Advisor’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
Q4 		$785K Sell
11,061
-3,364
-23% -$220K 1.22% 41
2019
Q3 		$907K Hold
14,425
– – 1.15% 40
2019
Q2 		$874K Hold
14,425
– – 0.97% 52
2019
Q1 		$916K Buy
+14,425
New +$902K 0.88% 58

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Gargoyle Investment Advisor's EFOR Position: Q4 2019 in Review

Gargoyle Investment Advisor reduced its Everforth Inc (EFOR) stake by 23% in Q4 2019, selling an estimated $220K and leaving 11,061 shares worth $785K. The position accounts for 1.22% of the portfolio, ranked #41.

Gargoyle Investment Advisor first reported a position in EFOR in Q1 2019 and has held it in 4 quarters since. The position peaked at $916K in Q1 2019. 267 funds tracked by Wall St. Rank hold EFOR as of Q4 2019.

  • Gargoyle Investment Advisor held 11,061 shares of Everforth Inc worth $785K as of Q4 2019.
  • Gargoyle Investment Advisor sold 3,364 Everforth Inc shares in Q4 2019, an estimated $220K.
  • Everforth Inc made up 1.22% of Gargoyle Investment Advisor's portfolio in Q4 2019, its #41 holding.
  • Gargoyle Investment Advisor first reported a position in Everforth Inc in Q1 2019 and has held it in 4 quarters since.
  • Gargoyle Investment Advisor's Everforth Inc position peaked at $916K in Q1 2019.
  • 267 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2019.

Based on Gargoyle Investment Advisor's 13F filing for Q4 2019, filed 18 Feb 2020.