PagnatoKarp Partners’s Everforth Inc EFOR Stock Holding History

PagnatoKarp Partners’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 Q2	–	Sell	-9,988	Closed	-$353K	–	14
2020 Q1	$353K	Buy	9,988 +6,288	+170%	+$356K	0.09%	116
2019 Q4	$263K	Hold	3,700	–	–	0.05%	157
2019 Q3	$233K	Hold	3,700	–	–	0.05%	168
2019 Q2	$224K	Hold	3,700	–	–	0.05%	166
2019 Q1	$235K	Hold	3,700	–	–	0.05%	151
2018 Q4	$202K	Buy	+3,700	New	+$241K	0.04%	143

Other funds holding EFOR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

PagnatoKarp Partners's EFOR Position: Q2 2020 in Review

PagnatoKarp Partners sold out of Everforth Inc (EFOR) in Q2 2020, closing a stake of 9,988 shares — an estimated $353K sold.

PagnatoKarp Partners first reported a position in EFOR in Q4 2018 and held it in 6 quarters. The position peaked at $353K in Q1 2020. 248 funds tracked by Wall St. Rank hold EFOR as of Q2 2020.

PagnatoKarp Partners reported no remaining Everforth Inc position as of Q2 2020 after selling out during the quarter.
PagnatoKarp Partners sold 9,988 Everforth Inc shares in Q2 2020, an estimated $353K.
PagnatoKarp Partners first reported a position in Everforth Inc in Q4 2018 and held it in 6 quarters.
PagnatoKarp Partners's Everforth Inc position peaked at $353K in Q1 2020.
248 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2020.

Based on PagnatoKarp Partners's 13F filing for Q2 2020.