SAM
EFOR

Sawgrass Asset Management’s Everforth Inc EFOR Stock Holding History

Sawgrass Asset 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
2018
Q4 		– Sell
-8,875
Closed -$701K – 207
2018
Q3 		$701K Sell
8,875
-7,035
-44% -$608K 0.03% 138
2018
Q2 		$1.24M Sell
15,910
-18,070
-53% -$1.48M 0.06% 121
2018
Q1 		$2.78M Buy
33,980
+15,945
+88% +$1.19M 0.13% 68
2017
Q4 		$1.16M Buy
+18,035
New +$1.09M 0.05% 120

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sawgrass Asset Management's EFOR Position: Q4 2018 in Review

Sawgrass Asset Management sold out of Everforth Inc (EFOR) in Q4 2018, closing a stake of 8,875 shares — an estimated $701K sold.

Sawgrass Asset Management first reported a position in EFOR in Q4 2017 and held it in 4 quarters. The position peaked at $2.78M in Q1 2018. 302 funds tracked by Wall St. Rank hold EFOR as of Q4 2018.

  • Sawgrass Asset Management reported no remaining Everforth Inc position as of Q4 2018 after selling out during the quarter.
  • Sawgrass Asset Management sold 8,875 Everforth Inc shares in Q4 2018, an estimated $701K.
  • Sawgrass Asset Management first reported a position in Everforth Inc in Q4 2017 and held it in 4 quarters.
  • Sawgrass Asset Management's Everforth Inc position peaked at $2.78M in Q1 2018.
  • 302 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2018.

Based on Sawgrass Asset Management's 13F filing for Q4 2018, filed 1 Feb 2019.