PM
EFOR

Parametrica Management’s Everforth Inc EFOR Stock Holding History

Parametrica 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
Q1 		– Sell
-4,120
Closed -$225K – 176
2018
Q4 		$225K Buy
+4,120
New +$269K 0.27% 198
2018
Q2 		– Sell
-3,431
Closed -$281K – 65
2018
Q1 		$281K Sell
3,431
-687
-17% -$51.4K 0.35% 120
2017
Q4 		$265K Buy
+4,118
New +$249K 0.17% 251
2016
Q3 		– Sell
-6,894
Closed -$255K – 137
2016
Q2 		$255K Buy
+6,894
New +$254K 0.38% 130

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

Parametrica Management's EFOR Position: Q1 2019 in Review

Parametrica Management sold out of Everforth Inc (EFOR) in Q1 2019, closing a stake of 4,120 shares — an estimated $225K sold.

Parametrica Management first reported a position in EFOR in Q2 2016 and held it in 4 quarters. The position peaked at $281K in Q1 2018. 295 funds tracked by Wall St. Rank hold EFOR as of Q1 2019.

  • Parametrica Management reported no remaining Everforth Inc position as of Q1 2019 after selling out during the quarter.
  • Parametrica Management sold 4,120 Everforth Inc shares in Q1 2019, an estimated $225K.
  • Parametrica Management first reported a position in Everforth Inc in Q2 2016 and held it in 4 quarters.
  • Parametrica Management's Everforth Inc position peaked at $281K in Q1 2018.
  • 295 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2019.

Based on Parametrica Management's 13F filing for Q1 2019, filed 7 May 2019.