AC
EFOR

Aristides Capital’s Everforth Inc EFOR Stock Holding History

Aristides Capital’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
Q1 		– Sell
-3,445
Closed -$287K – 228
2024
Q4 		$287K Buy
3,445
+1,033
+43% +$94.3K 0.06% 186
2024
Q3 		$225K Buy
+2,412
New +$224K 0.07% 176
2024
Q2 		– Sell
-2,597
Closed -$272K – 269
2024
Q1 		$272K Buy
+2,597
New +$251K 0.1% 166

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Aristides Capital's EFOR Position: Q1 2025 in Review

Aristides Capital sold out of Everforth Inc (EFOR) in Q1 2025, closing a stake of 3,445 shares — an estimated $287K sold.

Aristides Capital first reported a position in EFOR in Q1 2024 and held it in 3 quarters. The position peaked at $287K in Q4 2024. 305 funds tracked by Wall St. Rank hold EFOR as of Q1 2025.

  • Aristides Capital reported no remaining Everforth Inc position as of Q1 2025 after selling out during the quarter.
  • Aristides Capital sold 3,445 Everforth Inc shares in Q1 2025, an estimated $287K.
  • Aristides Capital first reported a position in Everforth Inc in Q1 2024 and held it in 3 quarters.
  • Aristides Capital's Everforth Inc position peaked at $287K in Q4 2024.
  • 305 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2025.

Based on Aristides Capital's 13F filing for Q1 2025, filed 14 May 2025.