Lord, Abbett & Co
EFOR

Lord, Abbett & Co’s Everforth Inc EFOR Stock Holding History

Lord, Abbett & Co’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
2016
Q1 		– Sell
-675,447
Closed -$30.4M – 881
2015
Q4 		$30.4M Buy
+675,447
New +$29.5M 0.09% 345
2014
Q3 		– Sell
-1,415,581
Closed -$50.4M – 964
2014
Q2 		$50.4M Sell
1,415,581
-234,298
-14% -$8.39M 0.11% 245
2014
Q1 		$63.7M Buy
1,649,879
+543,528
+49% +$18.2M 0.15% 202
2013
Q4 		$38.6M Sell
1,106,351
-837,044
-43% -$27.9M 0.09% 335
2013
Q3 		$64.1M Buy
1,943,395
+235,053
+14% +$7.29M 0.15% 187
2013
Q2 		$45.6M Buy
+1,708,342
New +$43M 0.11% 280

Other funds holding EFOR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return

Lord, Abbett & Co's EFOR Position: Q1 2016 in Review

Lord, Abbett & Co sold out of Everforth Inc (EFOR) in Q1 2016, closing a stake of 675,447 shares — an estimated $30.4M sold.

Lord, Abbett & Co first reported a position in EFOR in Q2 2013 and held it in 6 quarters. The position peaked at $64.1M in Q3 2013. 204 funds tracked by Wall St. Rank hold EFOR as of Q1 2016.

  • Lord, Abbett & Co reported no remaining Everforth Inc position as of Q1 2016 after selling out during the quarter.
  • Lord, Abbett & Co sold 675,447 Everforth Inc shares in Q1 2016, an estimated $30.4M.
  • Lord, Abbett & Co first reported a position in Everforth Inc in Q2 2013 and held it in 6 quarters.
  • Lord, Abbett & Co's Everforth Inc position peaked at $64.1M in Q3 2013.
  • 204 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2016.

Based on Lord, Abbett & Co's 13F filing for Q1 2016, filed 16 May 2016.