P
EFOR

Pitcairn’s Everforth Inc EFOR Stock Holding History

Pitcairn’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
-4,175
Closed -$296K – 449
2019
Q4 		$296K Sell
4,175
-108
-3% -$7.05K 0.03% 400
2019
Q3 		$270K Buy
4,283
+621
+17% +$38.3K 0.03% 427
2019
Q2 		$221K Buy
3,662
+161
+5% +$9.67K 0.02% 497
2019
Q1 		$222K Buy
+3,501
New +$219K 0.02% 459
2018
Q4 		– Sell
-4,145
Closed -$327K – 460
2018
Q3 		$327K Sell
4,145
-212
-5% -$18.3K 0.03% 382
2018
Q2 		$341K Sell
4,357
-255
-6% -$20.9K 0.04% 356
2018
Q1 		$378K Buy
4,612
+964
+26% +$72.2K 0.04% 304
2017
Q4 		$234K Sell
3,648
-162
-4% -$9.81K 0.02% 449
2017
Q3 		$204K Sell
3,810
-85
-2% -$4.25K 0.02% 464
2017
Q2 		$211K Buy
+3,895
New +$200K 0.03% 432

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

Pitcairn's EFOR Position: Q1 2020 in Review

Pitcairn sold out of Everforth Inc (EFOR) in Q1 2020, closing a stake of 4,175 shares — an estimated $296K sold.

Pitcairn first reported a position in EFOR in Q2 2017 and held it in 10 quarters. The position peaked at $378K in Q1 2018. 243 funds tracked by Wall St. Rank hold EFOR as of Q1 2020.

  • Pitcairn reported no remaining Everforth Inc position as of Q1 2020 after selling out during the quarter.
  • Pitcairn sold 4,175 Everforth Inc shares in Q1 2020, an estimated $296K.
  • Pitcairn first reported a position in Everforth Inc in Q2 2017 and held it in 10 quarters.
  • Pitcairn's Everforth Inc position peaked at $378K in Q1 2018.
  • 243 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2020.

Based on Pitcairn's 13F filing for Q1 2020, filed 13 May 2020.