Islay Capital Management’s Everforth Inc EFOR Stock Holding History

Islay 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
2020 Q3	–	Sell	-2,183	Closed	-$146K	–	279
2020 Q2	$146K	Buy	+2,183	New	+$116K	0.17%	80

Other funds holding EFOR

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Islay Capital Management's EFOR Position: Q3 2020 in Review

Islay Capital Management sold out of Everforth Inc (EFOR) in Q3 2020, closing a stake of 2,183 shares — an estimated $146K sold.

Islay Capital Management first reported a position in EFOR in Q2 2020 and held it in 1 quarter. The position peaked at $146K in Q2 2020. 273 funds tracked by Wall St. Rank hold EFOR as of Q3 2020.

Islay Capital Management reported no remaining Everforth Inc position as of Q3 2020 after selling out during the quarter.
Islay Capital Management sold 2,183 Everforth Inc shares in Q3 2020, an estimated $146K.
Islay Capital Management first reported a position in Everforth Inc in Q2 2020 and held it in 1 quarter.
Islay Capital Management's Everforth Inc position peaked at $146K in Q2 2020.
273 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2020.

Based on Islay Capital Management's 13F filing for Q3 2020, filed 12 Nov 2020.