Miles Capital’s Everforth Inc EFOR Stock Holding History

Miles Capital’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 Q1	–	Sell	-4,468	Closed	-$317K	–	137
2019 Q4	$317K	Sell	4,468 -41	-0.9%	-$2.68K	0.25%	100
2019 Q3	$283K	Sell	4,509 -99	-2%	-$6.11K	0.23%	115
2019 Q2	$279K	Buy	4,608 +288	+7%	+$17.3K	0.23%	111
2019 Q1	$274K	Sell	4,320 -117	-3%	-$7.32K	0.24%	117
2018 Q4	$242K	Buy	4,437 +38	+0.9%	+$2.48K	0.24%	122
2018 Q3	$347K	Buy	4,399 +18	+0.4%	+$1.55K	0.28%	98
2018 Q2	$343K	Hold	4,381	–	–	0.21%	92
2018 Q1	$359K	Buy	4,381 +179	+4%	+$13.4K	0.2%	88
2017 Q4	$270K	Sell	4,202 -25	-0.6%	-$1.51K	0.16%	111
2017 Q3	$227K	Buy	+4,227	New	+$211K	0.13%	150
2016 Q3	–	Sell	-6,958	Closed	-$257K	–	149
2016 Q2	$257K	Buy	+6,958	New	+$256K	0.18%	144

Other funds holding EFOR

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Miles Capital's EFOR Position: Q1 2020 in Review

Miles Capital sold out of Everforth Inc (EFOR) in Q1 2020, closing a stake of 4,468 shares — an estimated $317K sold.

Miles Capital first reported a position in EFOR in Q2 2016 and held it in 11 quarters. The position peaked at $359K in Q1 2018. 243 funds tracked by Wall St. Rank hold EFOR as of Q1 2020.

Miles Capital reported no remaining Everforth Inc position as of Q1 2020 after selling out during the quarter.
Miles Capital sold 4,468 Everforth Inc shares in Q1 2020, an estimated $317K.
Miles Capital first reported a position in Everforth Inc in Q2 2016 and held it in 11 quarters.
Miles Capital's Everforth Inc position peaked at $359K in Q1 2018.
243 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2020.

Based on Miles Capital's 13F filing for Q1 2020, filed 13 May 2020.