OAM
EFOR

Origin Asset Management’s Everforth Inc EFOR Stock Holding History

Origin Asset Management’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
-5,738
Closed -$364K – 88
2019
Q1 		$364K Sell
5,738
-110,200
-95% -$6.89M 0.03% 96
2018
Q4 		$6.32M Sell
115,938
-37,900
-25% -$2.47M 0.58% 65
2018
Q3 		$12.1M Sell
153,838
-1,700
-1% -$147K 0.79% 53
2018
Q2 		$12.2M Sell
155,538
-14,600
-9% -$1.19M 0.86% 49
2018
Q1 		$13.9M Buy
170,138
+163,600
+2,502% +$12.2M 0.88% 52
2017
Q4 		$420K Buy
+6,538
New +$396K 0.02% 100
2017
Q3 		– Sell
-5,065
Closed -$274K – 108
2017
Q2 		$274K Buy
+5,065
New +$260K 0.02% 106
2017
Q1 		– Sell
-9,439
Closed -$417K – 130
2016
Q4 		$417K Sell
9,439
-192,069
-95% -$7.64M 0.03% 107
2016
Q3 		$7.31M Hold
201,508
– – 0.46% 73
2016
Q2 		$7.45M Buy
201,508
+2,100
+1% +$77.3K 0.5% 73
2016
Q1 		$7.36M Buy
199,408
+25,904
+15% +$915K 0.51% 72
2015
Q4 		$7.8M Sell
173,504
-4,300
-2% -$188K 0.63% 52
2015
Q3 		$6.56M Sell
177,804
-9,661
-5% -$367K 0.54% 63
2015
Q2 		$7.36M Buy
187,465
+181,300
+2,941% +$6.92M 0.54% 68
2015
Q1 		$237K Hold
6,165
– – 0.02% 101
2014
Q4 		$205K Buy
+6,165
New +$185K 0.02% 108
2014
Q3 		– Sell
-6,165
Closed -$219K – 95
2014
Q2 		$219K Hold
6,165
– – 0.01% 96
2014
Q1 		$238K Hold
6,165
– – 0.02% 103
2013
Q4 		$215K Hold
6,165
– – 0.01% 95
2013
Q3 		$203K Buy
+6,165
New +$191K 0.02% 89

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

Origin Asset Management's EFOR Position: Q2 2019 in Review

Origin Asset Management sold out of Everforth Inc (EFOR) in Q2 2019, closing a stake of 5,738 shares — an estimated $364K sold.

Origin Asset Management first reported a position in EFOR in Q3 2013 and held it in 20 quarters. The position peaked at $13.9M in Q1 2018. 279 funds tracked by Wall St. Rank hold EFOR as of Q2 2019.

  • Origin Asset Management reported no remaining Everforth Inc position as of Q2 2019 after selling out during the quarter.
  • Origin Asset Management sold 5,738 Everforth Inc shares in Q2 2019, an estimated $364K.
  • Origin Asset Management first reported a position in Everforth Inc in Q3 2013 and held it in 20 quarters.
  • Origin Asset Management's Everforth Inc position peaked at $13.9M in Q1 2018.
  • 279 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2019.

Based on Origin Asset Management's 13F filing for Q2 2019, filed 9 Aug 2019.