OAM
EFOR

Oxford Asset Management’s Everforth Inc EFOR Stock Holding History

Oxford 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
2020
Q1 		– Sell
-20,368
Closed -$1.45M – 298
2019
Q4 		$1.45M Sell
20,368
-17,676
-46% -$1.15M 0.04% 620
2019
Q3 		$2.39M Buy
38,044
+28,436
+296% +$1.76M 0.06% 446
2019
Q2 		$582K Buy
9,608
+1,441
+18% +$86.6K 0.01% 1212
2019
Q1 		$519K Sell
8,167
-7,886
-49% -$493K 0.01% 1199
2018
Q4 		$875K Sell
16,053
-21,592
-57% -$1.41M 0.02% 934
2018
Q3 		$2.98M Buy
37,645
+24,999
+198% +$2.16M 0.06% 448
2018
Q2 		$971K Buy
+12,646
New +$1.03M 0.02% 1054
2018
Q1 		– Sell
-6,358
Closed -$412K – 1597
2017
Q4 		$412K Sell
6,358
-32,000
-83% -$1.94M 0.01% 1242
2017
Q3 		$2.06M Sell
38,358
-19,006
-33% -$951K 0.04% 611
2017
Q2 		$3.11M Buy
57,364
+48,134
+521% +$2.47M 0.06% 387
2017
Q1 		$448K Buy
+9,230
New +$428K 0.01% 1080
2016
Q1 		– Sell
-22,301
Closed -$1.01M – 792
2015
Q4 		$1.01M Buy
+22,301
New +$975K 0.02% 534
2015
Q3 		– Sell
-240,702
Closed -$9.46M – 627
2015
Q2 		$9.46M Sell
240,702
-73,618
-23% -$2.81M 0.26% 80
2015
Q1 		$12.1M Buy
314,320
+95,616
+44% +$3.48M 0.31% 56
2014
Q4 		$7.29M Buy
218,704
+109,534
+100% +$3.29M 0.16% 125
2014
Q3 		$2.94M Buy
109,170
+24,259
+29% +$752K 0.07% 292
2014
Q2 		$3.03M Buy
84,911
+65,895
+347% +$2.36M 0.1% 297
2014
Q1 		$734K Buy
+19,016
New +$638K 0.02% 492

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Oxford Asset Management's EFOR Position: Q1 2020 in Review

Oxford Asset Management sold out of Everforth Inc (EFOR) in Q1 2020, closing a stake of 20,368 shares — an estimated $1.45M sold.

Oxford Asset Management first reported a position in EFOR in Q1 2014 and held it in 18 quarters. The position peaked at $12.1M in Q1 2015. 243 funds tracked by Wall St. Rank hold EFOR as of Q1 2020.

  • Oxford Asset Management reported no remaining Everforth Inc position as of Q1 2020 after selling out during the quarter.
  • Oxford Asset Management sold 20,368 Everforth Inc shares in Q1 2020, an estimated $1.45M.
  • Oxford Asset Management first reported a position in Everforth Inc in Q1 2014 and held it in 18 quarters.
  • Oxford Asset Management's Everforth Inc position peaked at $12.1M in Q1 2015.
  • 243 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2020.

Based on Oxford Asset Management's 13F filing for Q1 2020, filed 15 May 2020.