Jacobs Levy Equity Management’s Everforth Inc EFOR Stock Holding History

Jacobs Levy Equity 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 Q1	–	Sell	-6,000	Closed	-$327K	–	953
2018 Q4	$327K	Buy	+6,000	New	+$391K	0.01%	799
2016 Q4	–	Sell	-8,210	Closed	-$298K	–	956
2016 Q3	$298K	Buy	+8,210	New	+$305K	0.01%	809
2016 Q1	–	Sell	-5,860	Closed	-$263K	–	1103
2015 Q4	$263K	Hold	5,860	–	–	0.01%	669
2015 Q3	$216K	Buy	+5,860	New	+$223K	﹤0.01%	707
2014 Q3	–	Sell	-10,839	Closed	-$386K	–	822
2014 Q2	$386K	Sell	10,839 -14,890	-58%	-$533K	0.01%	675
2014 Q1	$993K	Buy	+25,729	New	+$863K	0.02%	540

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Jacobs Levy Equity Management's EFOR Position: Q1 2019 in Review

Jacobs Levy Equity Management sold out of Everforth Inc (EFOR) in Q1 2019, closing a stake of 6,000 shares — an estimated $327K sold.

Jacobs Levy Equity Management first reported a position in EFOR in Q1 2014 and held it in 6 quarters. The position peaked at $993K in Q1 2014. 295 funds tracked by Wall St. Rank hold EFOR as of Q1 2019.

Jacobs Levy Equity Management reported no remaining Everforth Inc position as of Q1 2019 after selling out during the quarter.
Jacobs Levy Equity Management sold 6,000 Everforth Inc shares in Q1 2019, an estimated $327K.
Jacobs Levy Equity Management first reported a position in Everforth Inc in Q1 2014 and held it in 6 quarters.
Jacobs Levy Equity Management's Everforth Inc position peaked at $993K in Q1 2014.
295 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2019.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2019, filed 14 May 2019.