SCM
EFOR

Stevens Capital Management’s Everforth Inc EFOR Stock Holding History

Stevens 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
2018
Q4 		– Sell
-22,509
Closed -$1.78M – 690
2018
Q3 		$1.78M Buy
22,509
+9,259
+70% +$800K 0.07% 323
2018
Q2 		$1.04M Buy
+13,250
New +$1.08M 0.04% 429
2016
Q4 		– Sell
-9,706
Closed -$352K – 864
2016
Q3 		$352K Buy
+9,706
New +$361K 0.01% 659

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

Stevens Capital Management's EFOR Position: Q4 2018 in Review

Stevens Capital Management sold out of Everforth Inc (EFOR) in Q4 2018, closing a stake of 22,509 shares — an estimated $1.78M sold.

Stevens Capital Management first reported a position in EFOR in Q3 2016 and held it in 3 quarters. The position peaked at $1.78M in Q3 2018. 302 funds tracked by Wall St. Rank hold EFOR as of Q4 2018.

  • Stevens Capital Management reported no remaining Everforth Inc position as of Q4 2018 after selling out during the quarter.
  • Stevens Capital Management sold 22,509 Everforth Inc shares in Q4 2018, an estimated $1.78M.
  • Stevens Capital Management first reported a position in Everforth Inc in Q3 2016 and held it in 3 quarters.
  • Stevens Capital Management's Everforth Inc position peaked at $1.78M in Q3 2018.
  • 302 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2018.

Based on Stevens Capital Management's 13F filing for Q4 2018, filed 6 Feb 2019.