GHCM
EFOR

Glen Harbor Capital Management’s Everforth Inc EFOR Stock Holding History

Glen Harbor Capital Management’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 		$637K Hold
10,132
– – 0.01% 624
2019
Q2 		$614K Hold
10,132
– – 0.01% 632
2019
Q1 		$643K Hold
10,132
– – 0.01% 580
2018
Q4 		$552K Hold
10,132
– – 0.01% 578
2018
Q3 		$800K Buy
10,132
+2,686
+36% +$232K 0.02% 537
2018
Q2 		$582K Buy
+7,446
New +$609K 0.01% 596

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

Glen Harbor Capital Management's EFOR Position: Q3 2019 in Review

Glen Harbor Capital Management held its Everforth Inc (EFOR) position steady in Q3 2019 at 10,132 shares worth $637K. The position accounts for 0.01% of the portfolio, ranked #624.

Glen Harbor Capital Management first reported a position in EFOR in Q2 2018 and has held it in 6 quarters since. The position peaked at $800K in Q3 2018. 267 funds tracked by Wall St. Rank hold EFOR as of Q3 2019.

  • Glen Harbor Capital Management held 10,132 shares of Everforth Inc worth $637K as of Q3 2019.
  • Glen Harbor Capital Management left its Everforth Inc share count unchanged in Q3 2019.
  • Everforth Inc made up 0.01% of Glen Harbor Capital Management's portfolio in Q3 2019, its #624 holding.
  • Glen Harbor Capital Management first reported a position in Everforth Inc in Q2 2018 and has held it in 6 quarters since.
  • Glen Harbor Capital Management's Everforth Inc position peaked at $800K in Q3 2018.
  • 267 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2019.

Based on Glen Harbor Capital Management's 13F filing for Q3 2019, filed 13 Nov 2019.