Amundi
EFOR

Amundi’s Everforth Inc EFOR Stock Holding History

Amundi’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
2025
Q2 		– Sell
-20,516
Closed -$1.26M – 1693
2025
Q1 		$1.26M Sell
20,516
-13,180
-39% -$1.01M ﹤0.01% 1269
2024
Q4 		$2.93M Sell
33,696
-8,792
-21% -$803K ﹤0.01% 1092
2024
Q3 		$4M Sell
42,488
-1,705
-4% -$158K ﹤0.01% 1020
2024
Q2 		$3.87M Sell
44,193
-7,638
-15% -$730K ﹤0.01% 996
2024
Q1 		$4.95M Sell
51,831
-10,178
-16% -$984K ﹤0.01% 970
2023
Q4 		$5.5M Buy
62,009
+7,905
+15% +$690K ﹤0.01% 962
2023
Q3 		$4.45M Buy
54,104
+23,985
+80% +$1.91M ﹤0.01% 1006
2023
Q2 		$2.27M Sell
30,119
-46,894
-61% -$3.37M ﹤0.01% 1137
2023
Q1 		$6.09M Buy
77,013
+9,030
+13% +$783K ﹤0.01% 954
2022
Q4 		$5.87M Buy
67,983
+15,672
+30% +$1.37M ﹤0.01% 971
2022
Q3 		$5.01M Buy
52,311
+2,008
+4% +$195K ﹤0.01% 974
2022
Q2 		$4.54M Buy
50,303
+303
+0.6% +$31.1K ﹤0.01% 930
2022
Q1 		$5.66M Sell
50,000
-108,165
-68% -$12.3M ﹤0.01% 955
2021
Q4 		$18.7M Sell
158,165
-43,335
-22% -$5.3M 0.01% 698
2021
Q3 		$22.8M Sell
201,500
-9,179
-4% -$966K 0.02% 657
2021
Q2 		$20.4M Buy
+210,679
New +$21.5M 0.01% 674

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Amundi's EFOR Position: Q2 2025 in Review

Amundi sold out of Everforth Inc (EFOR) in Q2 2025, closing a stake of 20,516 shares — an estimated $1.26M sold.

Amundi first reported a position in EFOR in Q2 2021 and held it in 16 quarters. The position peaked at $22.8M in Q3 2021. 287 funds tracked by Wall St. Rank hold EFOR as of Q2 2025.

  • Amundi reported no remaining Everforth Inc position as of Q2 2025 after selling out during the quarter.
  • Amundi sold 20,516 Everforth Inc shares in Q2 2025, an estimated $1.26M.
  • Amundi first reported a position in Everforth Inc in Q2 2021 and held it in 16 quarters.
  • Amundi's Everforth Inc position peaked at $22.8M in Q3 2021.
  • 287 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2025.

Based on Amundi's 13F filing for Q2 2025, filed 13 Aug 2025.