Riverhead Capital Management’s Everforth Inc EFOR Stock Holding History

Riverhead 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
2019 Q3	$336K	Hold	5,342	–	–	0.01%	901
2019 Q2	$324K	Hold	5,342	–	–	0.01%	927
2019 Q1	$339K	Hold	5,342	–	–	0.01%	881
2018 Q4	$291K	Hold	5,342	–	–	0.01%	892
2018 Q3	$422K	Buy	5,342 +1,400	+36%	+$121K	0.02%	831
2018 Q2	$308K	Buy	+3,942	New	+$323K	0.01%	886
2018 Q1	–	Sell	-6,442	Closed	-$414K	–	1544
2017 Q4	$414K	Buy	6,442 +900	+16%	+$54.5K	0.02%	742
2017 Q3	$297K	Buy	5,542 +1,076	+24%	+$53.8K	0.01%	807
2017 Q2	$242K	Buy	4,466 +1,566	+54%	+$80.4K	0.01%	842
2017 Q1	$141K	Buy	2,900 +300	+12%	+$13.9K	0.01%	871
2016 Q4	$115K	Hold	2,600	–	–	0.01%	922
2016 Q3	$94K	Sell	2,600 -16,210	-86%	-$603K	0.01%	929
2016 Q2	$639K	Buy	18,810 +8,767	+87%	+$323K	0.02%	549
2016 Q1	$371K	Sell	10,043 -257	-2%	-$9.07K	0.01%	1013
2015 Q4	$463K	Buy	10,300 +7,000	+212%	+$306K	0.01%	933
2015 Q3	$122K	Buy	+3,300	New	+$125K	﹤0.01%	977

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Riverhead Capital Management's EFOR Position: Q3 2019 in Review

Riverhead Capital Management held its Everforth Inc (EFOR) position steady in Q3 2019 at 5,342 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #901.

Riverhead Capital Management first reported a position in EFOR in Q3 2015 and has held it in 16 quarters since. The position peaked at $639K in Q2 2016. 267 funds tracked by Wall St. Rank hold EFOR as of Q3 2019.

Riverhead Capital Management held 5,342 shares of Everforth Inc worth $336K as of Q3 2019.
Riverhead Capital Management left its Everforth Inc share count unchanged in Q3 2019.
Everforth Inc made up 0.01% of Riverhead Capital Management's portfolio in Q3 2019, its #901 holding.
Riverhead Capital Management first reported a position in Everforth Inc in Q3 2015 and has held it in 16 quarters since.
Riverhead Capital Management's Everforth Inc position peaked at $639K in Q2 2016.
267 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2019.

Based on Riverhead Capital Management's 13F filing for Q3 2019, filed 13 Nov 2019.