Select Equity Group’s Everforth Inc EFOR Stock Holding History

Select Equity Group’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	-144,540	Closed	-$10.3M	–	115
2019 Q4	$10.3M	Sell	144,540 -810,861	-85%	-$52.9M	0.06%	95
2019 Q3	$60.1M	Buy	955,401 +235,247	+33%	+$14.5M	0.41%	55
2019 Q2	$43.6M	Buy	720,154 +321,628	+81%	+$19.3M	0.3%	59
2019 Q1	$25.3M	Buy	+398,526	New	+$24.9M	0.17%	70

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

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Select Equity Group's EFOR Position: Q1 2020 in Review

Select Equity Group sold out of Everforth Inc (EFOR) in Q1 2020, closing a stake of 144,540 shares — an estimated $10.3M sold.

Select Equity Group first reported a position in EFOR in Q1 2019 and held it in 4 quarters. The position peaked at $60.1M in Q3 2019. 243 funds tracked by Wall St. Rank hold EFOR as of Q1 2020.

Select Equity Group reported no remaining Everforth Inc position as of Q1 2020 after selling out during the quarter.
Select Equity Group sold 144,540 Everforth Inc shares in Q1 2020, an estimated $10.3M.
Select Equity Group first reported a position in Everforth Inc in Q1 2019 and held it in 4 quarters.
Select Equity Group's Everforth Inc position peaked at $60.1M in Q3 2019.
243 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2020.

Based on Select Equity Group's 13F filing for Q1 2020, filed 15 May 2020.