Three Peaks Capital Management’s Everforth Inc EFOR Stock Holding History

Three Peaks 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	-37,948	Closed	-$3M	–	116
2018 Q3	$3M	Sell	37,948 -18,433	-33%	-$1.59M	0.61%	73
2018 Q2	$4.41M	Buy	56,381 +55,026	+4,061%	+$4.5M	0.89%	55
2018 Q1	$111K	Buy	+1,355	New	+$101K	0.02%	109

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Three Peaks Capital Management's EFOR Position: Q4 2018 in Review

Three Peaks Capital Management sold out of Everforth Inc (EFOR) in Q4 2018, closing a stake of 37,948 shares — an estimated $3M sold.

Three Peaks Capital Management first reported a position in EFOR in Q1 2018 and held it in 3 quarters. The position peaked at $4.41M in Q2 2018. 302 funds tracked by Wall St. Rank hold EFOR as of Q4 2018.

Three Peaks Capital Management reported no remaining Everforth Inc position as of Q4 2018 after selling out during the quarter.
Three Peaks Capital Management sold 37,948 Everforth Inc shares in Q4 2018, an estimated $3M.
Three Peaks Capital Management first reported a position in Everforth Inc in Q1 2018 and held it in 3 quarters.
Three Peaks Capital Management's Everforth Inc position peaked at $4.41M in Q2 2018.
302 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2018.

Based on Three Peaks Capital Management's 13F filing for Q4 2018, filed 29 Jan 2019.