PPCM
EFOR

Pillar Pacific Capital Management’s Everforth Inc EFOR Stock Holding History

Pillar Pacific Capital 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
2021
Q1 		$706K Sell
7,400
-500
-6% -$46.2K 0.05% 165
2020
Q4 		$660K Hold
7,900
– – 0.06% 179
2020
Q3 		$502K Hold
7,900
– – 0.05% 190
2020
Q2 		$526K Hold
7,900
– – 0.06% 176
2020
Q1 		$279K Buy
7,900
+1,800
+30% +$102K 0.04% 216
2019
Q4 		$433K Hold
6,100
– – 0.04% 193
2019
Q3 		$384K Sell
6,100
-290
-5% -$17.9K 0.04% 197
2019
Q2 		$387K Sell
6,390
-260
-4% -$15.6K 0.04% 198
2019
Q1 		$422K Sell
6,650
-250
-4% -$15.6K 0.05% 183
2018
Q4 		$376K Hold
6,900
– – 0.05% 188
2018
Q3 		$545K Sell
6,900
-1,700
-20% -$147K 0.06% 175
2018
Q2 		$673K Buy
8,600
+270
+3% +$22.1K 0.08% 153
2018
Q1 		$682K Sell
8,330
-500
-6% -$37.4K 0.08% 150
2017
Q4 		$568K Sell
8,830
-150
-2% -$9.08K 0.07% 167
2017
Q3 		$482K Hold
8,980
– – 0.06% 180
2017
Q2 		$486K Sell
8,980
-320
-3% -$16.4K 0.07% 174
2017
Q1 		$451K Sell
9,300
-300
-3% -$13.9K 0.06% 179
2016
Q4 		$424K Hold
9,600
– – 0.07% 179
2016
Q3 		$349K Hold
9,600
– – 0.05% 196
2016
Q2 		$354K Hold
9,600
– – 0.06% 191
2016
Q1 		$354K Hold
9,600
– – 0.06% 189
2015
Q4 		$431K Hold
9,600
– – 0.08% 162
2015
Q3 		$354K Hold
9,600
– – 0.07% 183
2015
Q2 		$377K Hold
9,600
– – 0.07% 178
2015
Q1 		$368K Hold
9,600
– – 0.06% 183
2014
Q4 		$319K Hold
9,600
– – 0.06% 203
2014
Q3 		$258K Hold
9,600
– – 0.05% 235
2014
Q2 		$342K Hold
9,600
– – 0.06% 198
2014
Q1 		$370K Sell
9,600
-3,000
-24% -$101K 0.08% 185
2013
Q4 		$440K Hold
12,600
– – 0.09% 165
2013
Q3 		$416K Sell
12,600
-3,900
-24% -$121K 0.09% 164
2013
Q2 		$441K Buy
+16,500
New +$415K 0.11% 147

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pillar Pacific Capital Management's EFOR Position: Q1 2021 in Review

Pillar Pacific Capital Management reduced its Everforth Inc (EFOR) stake by 6.3% in Q1 2021, selling an estimated $46.2K and leaving 7,400 shares worth $706K. The position accounts for 0.05% of the portfolio, ranked #165.

Pillar Pacific Capital Management first reported a position in EFOR in Q2 2013 and has held it in 32 quarters since. 281 funds tracked by Wall St. Rank hold EFOR as of Q1 2021.

  • Pillar Pacific Capital Management held 7,400 shares of Everforth Inc worth $706K as of Q1 2021.
  • Pillar Pacific Capital Management sold 500 Everforth Inc shares in Q1 2021, an estimated $46.2K.
  • Everforth Inc made up 0.05% of Pillar Pacific Capital Management's portfolio in Q1 2021, its #165 holding.
  • Pillar Pacific Capital Management first reported a position in Everforth Inc in Q2 2013 and has held it in 32 quarters since.
  • 281 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2021.

Based on Pillar Pacific Capital Management's 13F filing for Q1 2021, filed 4 May 2021.