AIM
EFOR

Aigen Investment Management’s Everforth Inc EFOR Stock Holding History

Aigen 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
2026
Q1 		– Sell
-9,519
Closed -$459K – 521
2025
Q4 		$459K Buy
9,519
+3,000
+46% +$138K 0.11% 257
2025
Q3 		$309K Sell
6,519
-3,484
-35% -$178K 0.05% 526
2025
Q2 		$499K Sell
10,003
-3,301
-25% -$180K 0.07% 403
2025
Q1 		$838K Buy
+13,304
New +$1.02M 0.13% 231
2024
Q3 		– Sell
-3,810
Closed -$336K – 719
2024
Q2 		$336K Buy
+3,810
New +$364K 0.07% 441
2023
Q4 		– Sell
-2,778
Closed -$227K – 789
2023
Q3 		$227K Sell
2,778
-12,584
-82% -$1M 0.04% 627
2023
Q2 		$1.16M Buy
15,362
+11,882
+341% +$854K 0.17% 164
2023
Q1 		$288K Buy
+3,480
New +$302K 0.04% 440
2022
Q3 		– Sell
-3,238
Closed -$292K – 578
2022
Q2 		$292K Buy
+3,238
New +$332K 0.05% 400
2022
Q1 		– Sell
-3,118
Closed -$376K – 556
2021
Q4 		$376K Buy
+3,118
New +$381K 0.02% 721
2020
Q2 		– Sell
-31,875
Closed -$1.13M – 818
2020
Q1 		$1.13M Buy
+31,875
New +$1.81M 0.15% 184

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Aigen Investment Management's EFOR Position: Q1 2026 in Review

Aigen Investment Management sold out of Everforth Inc (EFOR) in Q1 2026, closing a stake of 9,519 shares — an estimated $459K sold.

Aigen Investment Management first reported a position in EFOR in Q1 2020 and held it in 11 quarters. The position peaked at $1.16M in Q2 2023. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Aigen Investment Management reported no remaining Everforth Inc position as of Q1 2026 after selling out during the quarter.
  • Aigen Investment Management sold 9,519 Everforth Inc shares in Q1 2026, an estimated $459K.
  • Aigen Investment Management first reported a position in Everforth Inc in Q1 2020 and held it in 11 quarters.
  • Aigen Investment Management's Everforth Inc position peaked at $1.16M in Q2 2023.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Aigen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.