SCM
EFOR

Snow Capital Management’s Everforth Inc EFOR Stock Holding History

Snow 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
Q1 		– Sell
-8,317
Closed -$590K – 146
2019
Q4 		$590K Sell
8,317
-2,790
-25% -$182K 0.08% 105
2019
Q3 		$698K Sell
11,107
-444
-4% -$27.4K 0.05% 105
2019
Q2 		$700K Sell
11,551
-23
-0.2% -$1.38K 0.05% 104
2019
Q1 		$735K Buy
11,574
+594
+5% +$37.1K 0.05% 103
2018
Q4 		$598K Sell
10,980
-16,977
-61% -$1.11M 0.04% 102
2018
Q3 		$2.21M Sell
27,957
-25,373
-48% -$2.19M 0.11% 76
2018
Q2 		$4.17M Sell
53,330
-13,753
-21% -$1.13M 0.19% 62
2018
Q1 		$5.49M Buy
67,083
+1,175
+2% +$88K 0.25% 53
2017
Q4 		$4.24M Sell
65,908
-3,600
-5% -$218K 0.19% 62
2017
Q3 		$3.73M Sell
69,508
-23,257
-25% -$1.16M 0.18% 63
2017
Q2 		$5.02M Sell
92,765
-153,960
-62% -$7.91M 0.25% 56
2017
Q1 		$12M Buy
246,725
+67,210
+37% +$3.11M 0.56% 43
2016
Q4 		$7.93M Buy
179,515
+97,825
+120% +$3.89M 0.36% 53
2016
Q3 		$2.96M Buy
+81,690
New +$3.04M 0.13% 81

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

Snow Capital Management's EFOR Position: Q1 2020 in Review

Snow Capital Management sold out of Everforth Inc (EFOR) in Q1 2020, closing a stake of 8,317 shares — an estimated $590K sold.

Snow Capital Management first reported a position in EFOR in Q3 2016 and held it in 14 quarters. The position peaked at $12M in Q1 2017. 243 funds tracked by Wall St. Rank hold EFOR as of Q1 2020.

  • Snow Capital Management reported no remaining Everforth Inc position as of Q1 2020 after selling out during the quarter.
  • Snow Capital Management sold 8,317 Everforth Inc shares in Q1 2020, an estimated $590K.
  • Snow Capital Management first reported a position in Everforth Inc in Q3 2016 and held it in 14 quarters.
  • Snow Capital Management's Everforth Inc position peaked at $12M in Q1 2017.
  • 243 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2020.

Based on Snow Capital Management's 13F filing for Q1 2020, filed 13 May 2020.