ORI
EFOR

Oak Ridge Investments’s Everforth Inc EFOR Stock Holding History

Oak Ridge Investments’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
Q2 		– Sell
-212,818
Closed -$13.5M – 173
2019
Q1 		$13.5M Sell
212,818
-12,054
-5% -$754K 0.86% 43
2018
Q4 		$12.3M Sell
224,872
-17,166
-7% -$1.12M 0.88% 37
2018
Q3 		$19.1M Sell
242,038
-22,070
-8% -$1.91M 1.05% 23
2018
Q2 		$20.7M Sell
264,108
-31,546
-11% -$2.58M 1.17% 25
2018
Q1 		$24.2M Sell
295,654
-92,145
-24% -$6.9M 1.34% 18
2017
Q4 		$24.9M Sell
387,799
-156,850
-29% -$9.49M 1.19% 27
2017
Q3 		$29.2M Buy
544,649
+108,209
+25% +$5.41M 1.19% 29
2017
Q2 		$23.6M Buy
+436,440
New +$22.4M 0.75% 53

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Oak Ridge Investments's EFOR Position: Q2 2019 in Review

Oak Ridge Investments sold out of Everforth Inc (EFOR) in Q2 2019, closing a stake of 212,818 shares — an estimated $13.5M sold.

Oak Ridge Investments first reported a position in EFOR in Q2 2017 and held it in 8 quarters. The position peaked at $29.2M in Q3 2017. 279 funds tracked by Wall St. Rank hold EFOR as of Q2 2019.

  • Oak Ridge Investments reported no remaining Everforth Inc position as of Q2 2019 after selling out during the quarter.
  • Oak Ridge Investments sold 212,818 Everforth Inc shares in Q2 2019, an estimated $13.5M.
  • Oak Ridge Investments first reported a position in Everforth Inc in Q2 2017 and held it in 8 quarters.
  • Oak Ridge Investments's Everforth Inc position peaked at $29.2M in Q3 2017.
  • 279 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2019.

Based on Oak Ridge Investments's 13F filing for Q2 2019, filed 14 Aug 2019.