Weld Capital Management’s Everforth Inc EFOR Stock Holding History

Weld 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 Q2	–	Sell	-9,339	Closed	-$330K	–	466
2020 Q1	$330K	Buy	+9,339	New	+$529K	0.17%	219
2019 Q2	–	Sell	-7,245	Closed	-$460K	–	730
2019 Q1	$460K	Buy	7,245 +2,834	+64%	+$177K	0.08%	411
2018 Q4	$240K	Buy	+4,411	New	+$288K	0.05%	551

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Weld Capital Management's EFOR Position: Q2 2020 in Review

Weld Capital Management sold out of Everforth Inc (EFOR) in Q2 2020, closing a stake of 9,339 shares — an estimated $330K sold.

Weld Capital Management first reported a position in EFOR in Q4 2018 and held it in 3 quarters. The position peaked at $460K in Q1 2019. 248 funds tracked by Wall St. Rank hold EFOR as of Q2 2020.

Weld Capital Management reported no remaining Everforth Inc position as of Q2 2020 after selling out during the quarter.
Weld Capital Management sold 9,339 Everforth Inc shares in Q2 2020, an estimated $330K.
Weld Capital Management first reported a position in Everforth Inc in Q4 2018 and held it in 3 quarters.
Weld Capital Management's Everforth Inc position peaked at $460K in Q1 2019.
248 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2020.

Based on Weld Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.