William Blair Investment Management
EFOR

William Blair Investment Management’s Everforth Inc EFOR Stock Holding History

William Blair Investment 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
Q3 		– Sell
-4,450
Closed -$348K – 427
2018
Q2 		$348K Buy
+4,450
New +$364K ﹤0.01% 439

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

William Blair Investment Management's EFOR Position: Q3 2018 in Review

William Blair Investment Management sold out of Everforth Inc (EFOR) in Q3 2018, closing a stake of 4,450 shares — an estimated $348K sold.

William Blair Investment Management first reported a position in EFOR in Q2 2018 and held it in 1 quarter. The position peaked at $348K in Q2 2018. 300 funds tracked by Wall St. Rank hold EFOR as of Q3 2018.

  • William Blair Investment Management reported no remaining Everforth Inc position as of Q3 2018 after selling out during the quarter.
  • William Blair Investment Management sold 4,450 Everforth Inc shares in Q3 2018, an estimated $348K.
  • William Blair Investment Management first reported a position in Everforth Inc in Q2 2018 and held it in 1 quarter.
  • William Blair Investment Management's Everforth Inc position peaked at $348K in Q2 2018.
  • 300 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2018.

Based on William Blair Investment Management's 13F filing for Q3 2018, filed 13 Nov 2018.