SCM
EFOR

Suffolk Capital Management’s Everforth Inc EFOR Stock Holding History

Suffolk 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 		$312K Buy
+5,733
New +$374K 0.06% 101
2017
Q2 		– Sell
-28,759
Closed -$1.4M – 125
2017
Q1 		$1.4M Sell
28,759
-4,186
-13% -$194K 0.19% 96
2016
Q4 		$1.46M Sell
32,945
-4,833
-13% -$192K 0.2% 98
2016
Q3 		$1.37M Buy
+37,778
New +$1.41M 0.19% 114

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

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

Suffolk Capital Management opened a new position in Everforth Inc (EFOR) in Q4 2018: 5,733 shares worth $312K. The stake represents 0.06% of the portfolio and ranks #101 among its holdings. This is a return to the name: Suffolk Capital Management previously reported a position in EFOR as recently as Q1 2017.

Suffolk Capital Management first reported a position in EFOR in Q3 2016 and has held it in 4 quarters since. The position peaked at $1.46M in Q4 2016. 302 funds tracked by Wall St. Rank hold EFOR as of Q4 2018.

  • Suffolk Capital Management held 5,733 shares of Everforth Inc worth $312K as of Q4 2018.
  • Everforth Inc was a new Suffolk Capital Management position in Q4 2018.
  • Everforth Inc made up 0.06% of Suffolk Capital Management's portfolio in Q4 2018, its #101 holding.
  • Suffolk Capital Management first reported a position in Everforth Inc in Q3 2016 and has held it in 4 quarters since.
  • Suffolk Capital Management's Everforth Inc position peaked at $1.46M in Q4 2016.
  • 302 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2018.

Based on Suffolk Capital Management's 13F filing for Q4 2018, filed 23 Jan 2019.