Silvant Capital Management’s Everforth Inc EFOR Stock Holding History

Silvant 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
2020 Q3	–	Sell	-4,676	Closed	-$312K	–	330
2020 Q2	$312K	Hold	4,676	–	–	0.06%	137
2020 Q1	$165K	Hold	4,676	–	–	0.04%	164
2019 Q4	$332K	Hold	4,676	–	–	0.06%	139
2019 Q3	$294K	Hold	4,676	–	–	0.06%	144
2019 Q2	$283K	Buy	4,676 +1,168	+33%	+$70.2K	0.05%	162
2019 Q1	$223K	Hold	3,508	–	–	0.04%	176
2018 Q4	$191K	Hold	3,508	–	–	0.04%	182
2018 Q3	$277K	Hold	3,508	–	–	0.03%	169
2018 Q2	$274K	Hold	3,508	–	–	0.03%	173
2018 Q1	$287K	Buy	+3,508	New	+$263K	0.04%	167

Other funds holding EFOR

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Silvant Capital Management's EFOR Position: Q3 2020 in Review

Silvant Capital Management sold out of Everforth Inc (EFOR) in Q3 2020, closing a stake of 4,676 shares — an estimated $312K sold.

Silvant Capital Management first reported a position in EFOR in Q1 2018 and held it in 10 quarters. The position peaked at $332K in Q4 2019. 273 funds tracked by Wall St. Rank hold EFOR as of Q3 2020.

Silvant Capital Management reported no remaining Everforth Inc position as of Q3 2020 after selling out during the quarter.
Silvant Capital Management sold 4,676 Everforth Inc shares in Q3 2020, an estimated $312K.
Silvant Capital Management first reported a position in Everforth Inc in Q1 2018 and held it in 10 quarters.
Silvant Capital Management's Everforth Inc position peaked at $332K in Q4 2019.
273 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2020.

Based on Silvant Capital Management's 13F filing for Q3 2020, filed 9 Nov 2020.