O
EFOR

OppenheimerFunds’s Everforth Inc EFOR Stock Holding History

OppenheimerFunds’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
Q1 		$41.6M Buy
655,539
+15,984
+2% +$999K 0.05% 348
2018
Q4 		$34.9M Sell
639,555
-269,735
-30% -$17.6M 0.05% 360
2018
Q3 		$71.8M Buy
909,290
+64,440
+8% +$5.57M 0.08% 256
2018
Q2 		$66.1M Buy
844,850
+113,308
+15% +$9.27M 0.08% 275
2018
Q1 		$59.9M Buy
731,542
+96,556
+15% +$7.23M 0.07% 277
2017
Q4 		$40.8M Sell
634,986
-86,052
-12% -$5.21M 0.05% 365
2017
Q3 		$38.7M Sell
721,038
-32,722
-4% -$1.64M 0.05% 368
2017
Q2 		$40.8M Buy
753,760
+42,731
+6% +$2.2M 0.05% 351
2017
Q1 		$34.5M Sell
711,029
-342,623
-33% -$15.9M 0.04% 405
2016
Q4 		$46.5M Buy
1,053,652
+210,021
+25% +$8.35M 0.06% 329
2016
Q3 		$30.6M Sell
843,631
-549,345
-39% -$20.4M 0.04% 455
2016
Q2 		$51.5M Buy
1,392,976
+18,946
+1% +$697K 0.07% 307
2016
Q1 		$50.7M Sell
1,374,030
-110,010
-7% -$3.88M 0.07% 311
2015
Q4 		$66.7M Buy
1,484,040
+491,491
+50% +$21.5M 0.08% 263
2015
Q3 		$36.6M Sell
992,549
-32,559
-3% -$1.24M 0.05% 391
2015
Q2 		$40.3M Sell
1,025,108
-856,003
-46% -$32.7M 0.05% 398
2015
Q1 		$72.2M Buy
1,881,111
+167,729
+10% +$6.11M 0.08% 281
2014
Q4 		$56.9M Buy
1,713,382
+542,777
+46% +$16.3M 0.06% 329
2014
Q3 		$31.4M Sell
1,170,605
-633,375
-35% -$19.6M 0.03% 459
2014
Q2 		$64.2M Buy
1,803,980
+90,720
+5% +$3.25M 0.07% 297
2014
Q1 		$66.1M Buy
1,713,260
+61,690
+4% +$2.07M 0.08% 279
2013
Q4 		$57.7M Buy
1,651,570
+153,800
+10% +$5.12M 0.07% 311
2013
Q3 		$49.4M Buy
1,497,770
+85,750
+6% +$2.66M 0.07% 336
2013
Q2 		$37.7M Buy
+1,412,020
New +$35.5M 0.05% 378

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

OppenheimerFunds's EFOR Position: Q1 2019 in Review

OppenheimerFunds increased its Everforth Inc (EFOR) stake by 2.5% in Q1 2019, buying an estimated $999K and bringing the position to 655,539 shares worth $41.6M. The position accounts for 0.05% of the portfolio, ranked #348.

OppenheimerFunds first reported a position in EFOR in Q2 2013 and has held it in 24 quarters since. The position peaked at $72.2M in Q1 2015. 295 funds tracked by Wall St. Rank hold EFOR as of Q1 2019.

  • OppenheimerFunds held 655,539 shares of Everforth Inc worth $41.6M as of Q1 2019.
  • OppenheimerFunds bought 15,984 Everforth Inc shares in Q1 2019, an estimated $999K.
  • Everforth Inc made up 0.05% of OppenheimerFunds's portfolio in Q1 2019, its #348 holding.
  • OppenheimerFunds first reported a position in Everforth Inc in Q2 2013 and has held it in 24 quarters since.
  • OppenheimerFunds's Everforth Inc position peaked at $72.2M in Q1 2015.
  • 295 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2019.

Based on OppenheimerFunds's 13F filing for Q1 2019, filed 13 May 2019.