Ameritas Investment Partners’s Everforth Inc EFOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $131K | Sell |
3,383
-7,826
| -70% | -$349K | ﹤0.01% | 1525 |
|
|
2025
Q4 | $540K | Sell |
11,209
-578
| -5% | -$26.6K | 0.02% | 811 |
|
|
2025
Q3 | $558K | Sell |
11,787
-1,128
| -9% | -$57.5K | 0.02% | 791 |
|
|
2025
Q2 | $645K | Sell |
12,915
-349
| -3% | -$19.1K | 0.02% | 743 |
|
|
2025
Q1 | $836K | Sell |
13,264
-160
| -1% | -$12.3K | 0.03% | 657 |
|
|
2024
Q4 | $1.12M | Sell |
13,424
-338
| -2% | -$30.9K | 0.04% | 590 |
|
|
2024
Q3 | $1.28M | Sell |
13,762
-422
| -3% | -$39.2K | 0.04% | 537 |
|
|
2024
Q2 | $1.25M | Sell |
14,184
-840
| -6% | -$80.3K | 0.04% | 531 |
|
|
2024
Q1 | $1.57M | Sell |
15,024
-166
| -1% | -$16.1K | 0.05% | 441 |
|
|
2023
Q4 | $1.46M | Sell |
15,190
-459
| -3% | -$40.1K | 0.05% | 452 |
|
|
2023
Q3 | $1.28M | Sell |
15,649
-590
| -4% | -$47K | 0.05% | 455 |
|
|
2023
Q2 | $1.23M | Sell |
16,239
-392
| -2% | -$28.2K | 0.05% | 504 |
|
|
2023
Q1 | $1.37M | Sell |
16,631
-206
| -1% | -$17.9K | 0.05% | 443 |
|
|
2022
Q4 | $1.5M | Buy |
16,837
+163
| +1% | +$14.3K | 0.06% | 405 |
|
|
2022
Q3 | $1.51M | Sell |
16,674
-718
| -4% | -$69.6K | 0.07% | 345 |
|
|
2022
Q2 | $1.57M | Sell |
17,392
-606
| -3% | -$62.1K | 0.07% | 349 |
|
|
2022
Q1 | $2.1M | Hold |
17,998
| – | – | 0.08% | 291 |
|
|
2021
Q4 | $2.22M | Hold |
17,998
| – | – | 0.07% | 296 |
|
|
2021
Q3 | $2.04M | Sell |
17,998
-521
| -3% | -$54.8K | 0.07% | 297 |
|
|
2021
Q2 | $1.79M | Sell |
18,519
-241
| -1% | -$24.6K | 0.06% | 355 |
|
|
2021
Q1 | $1.79M | Sell |
18,760
-123
| -0.7% | -$11.4K | 0.07% | 335 |
|
|
2020
Q4 | $1.58M | Sell |
18,883
-434
| -2% | -$33.4K | 0.07% | 347 |
|
|
2020
Q3 | $1.23M | Sell |
19,317
-89
| -0.5% | -$6.12K | 0.06% | 387 |
|
|
2020
Q2 | $1.29M | Sell |
19,406
-140
| -0.7% | -$7.43K | 0.06% | 353 |
|
|
2020
Q1 | $690K | Buy |
19,546
+139
| +0.7% | +$7.87K | 0.04% | 518 |
|
|
2019
Q4 | $1.38M | Buy |
19,407
+187
| +1% | +$12.2K | 0.06% | 387 |
|
|
2019
Q3 | $1.21M | Sell |
19,220
-548
| -3% | -$33.8K | 0.06% | 423 |
|
|
2019
Q2 | $1.2M | Hold |
19,768
| – | – | 0.05% | 430 |
|
|
2019
Q1 | $1.25M | Hold |
19,768
| – | – | 0.06% | 414 |
|
|
2018
Q4 | $1.08M | Buy |
19,768
+15,500
| +363% | +$1.01M | 0.06% | 426 |
|
|
2018
Q3 | $337K | Hold |
4,268
| – | – | 0.02% | 839 |
|
|
2018
Q2 | $334K | Buy |
+4,268
| New | +$349K | 0.02% | 831 |
|
|
2018
Q1 | – | Sell |
-4,393
| Closed | -$282K | – | 2950 |
|
|
2017
Q4 | $282K | Hold |
4,393
| – | – | 0.01% | 913 |
|
|
2017
Q3 | $209K | Hold |
4,393
| – | – | 0.01% | 1039 |
|
|
2017
Q2 | $238K | Hold |
4,393
| – | – | 0.01% | 974 |
|
|
2017
Q1 | $213K | Buy |
+4,393
| New | +$204K | 0.01% | 1020 |
|
Other funds holding EFOR
VPM
VCM
RP
Ameritas Investment Partners's EFOR Position: Q1 2026 in Review
Ameritas Investment Partners reduced its Everforth Inc (EFOR) stake by 70% in Q1 2026, selling an estimated $349K and leaving 3,383 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #1525.
Ameritas Investment Partners first reported a position in EFOR in Q1 2017 and has held it in 36 quarters since. The position peaked at $2.22M in Q4 2021. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.
- Ameritas Investment Partners held 3,383 shares of Everforth Inc worth $131K as of Q1 2026.
- Ameritas Investment Partners sold 7,826 Everforth Inc shares in Q1 2026, an estimated $349K.
- Everforth Inc made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #1525 holding.
- Ameritas Investment Partners first reported a position in Everforth Inc in Q1 2017 and has held it in 36 quarters since.
- Ameritas Investment Partners's Everforth Inc position peaked at $2.22M in Q4 2021.
- 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.
Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.