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

Other funds holding EFOR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Lisanti Capital Growth's EFOR Position: Q2 2022 in Review

Lisanti Capital Growth sold out of Everforth Inc (EFOR) in Q2 2022, closing a stake of 55,880 shares — an estimated $6.52M sold.

Lisanti Capital Growth first reported a position in EFOR in Q2 2013 and held it in 10 quarters. The position peaked at $6.52M in Q1 2022. 289 funds tracked by Wall St. Rank hold EFOR as of Q2 2022.

Lisanti Capital Growth reported no remaining Everforth Inc position as of Q2 2022 after selling out during the quarter.
Lisanti Capital Growth sold 55,880 Everforth Inc shares in Q2 2022, an estimated $6.52M.
Lisanti Capital Growth first reported a position in Everforth Inc in Q2 2013 and held it in 10 quarters.
Lisanti Capital Growth's Everforth Inc position peaked at $6.52M in Q1 2022.
289 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2022.

Based on Lisanti Capital Growth's 13F filing for Q2 2022, filed 3 Aug 2022.