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LCG
EFOR
Lisanti Capital Growth’s
Everforth Inc
EFOR
Stock Holding History
Lisanti Capital Growth’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
2022
Q2
–
Sell
-55,880
Closed
-$6.52M
–
102
2022
Q1
$6.52M
Buy
55,880
+11,130
+25%
+$1.26M
0.73%
57
2021
Q4
$5.52M
Buy
44,750
+22,555
+102%
+$2.76M
0.8%
54
2021
Q3
$2.51M
Buy
+22,195
New
+$2.34M
0.37%
96
2018
Q4
–
Sell
-21,795
Closed
-$1.72M
–
101
2018
Q3
$1.72M
Sell
21,795
-28,876
-57%
-$2.49M
0.6%
72
2018
Q2
$3.96M
Buy
+50,671
New
+$4.15M
1.52%
8
2016
Q2
–
Sell
-26,238
Closed
-$969K
–
94
2016
Q1
$969K
Sell
26,238
-1,520
-5%
-$53.7K
1.15%
36
2015
Q4
$1.25M
Buy
+27,758
New
+$1.21M
1.31%
30
2014
Q1
–
Sell
-29,935
Closed
-$1.04M
–
100
2013
Q4
$1.04M
Sell
29,935
-28,095
-48%
-$936K
0.44%
84
2013
Q3
$1.92M
Sell
58,030
-1,600
-3%
-$49.6K
0.87%
51
2013
Q2
$1.82M
Buy
+59,630
New
+$1.5M
0.87%
56
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1-Year Est. Return
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$5.7T AUM
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1-Year Est. Return
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1-Year Est. Return
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$95.5B AUM
28.4%
1-Year Est. Return
BAMCO Inc
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$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
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Macquarie Group
Sydney, NSW 2000, Australia
$16.8B AUM
27.39%
1-Year Est. Return
Fidelity International
Hamilton, Bermuda
$129B AUM
30.83%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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