ACB
EFOR

Aristotle Capital Boston’s Everforth Inc EFOR Stock Holding History

Aristotle Capital Boston’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 		$13.5M Sell
349,418
-50,337
-13% -$2.24M 0.84% 57
2025
Q4 		$19.3M Buy
399,755
+11,544
+3% +$532K 1.06% 33
2025
Q3 		$18.4M Sell
388,211
-5,727
-1% -$292K 0.95% 41
2025
Q2 		$19.7M Sell
393,938
-9,773
-2% -$534K 1% 34
2025
Q1 		$25.4M Sell
403,711
-53,279
-12% -$4.1M 1.27% 23
2024
Q4 		$38.1M Sell
456,990
-51,994
-10% -$4.75M 1.41% 21
2024
Q3 		$47.5M Sell
508,984
-20,918
-4% -$1.94M 1.57% 15
2024
Q2 		$46.7M Sell
529,902
-45,189
-8% -$4.32M 1.57% 14
2024
Q1 		$60.2M Sell
575,091
-18,061
-3% -$1.75M 1.83% 8
2023
Q4 		$57M Sell
593,152
-25,753
-4% -$2.25M 1.74% 8
2023
Q3 		$50.6M Sell
618,905
-2,802
-0.5% -$223K 1.63% 10
2023
Q2 		$47M Buy
621,707
+14,151
+2% +$1.02M 1.41% 13
2023
Q1 		$50.2M Buy
607,556
+12,402
+2% +$1.08M 1.55% 11
2022
Q4 		$48.5M Sell
595,154
-14,976
-2% -$1.31M 1.53% 13
2022
Q3 		$55.1M Sell
610,130
-58,409
-9% -$5.66M 1.86% 5
2022
Q2 		$60.3M Sell
668,539
-51,813
-7% -$5.31M 1.8% 5
2022
Q1 		$84.1M Sell
720,352
-12,820
-2% -$1.45M 2.12% 2
2021
Q4 		$90.5M Sell
733,172
-24,531
-3% -$3M 2.12% 1
2021
Q3 		$85.7M Sell
757,703
-1,173
-0.2% -$123K 2.01% 3
2021
Q2 		$73.6M Sell
758,876
-44,455
-6% -$4.54M 1.68% 7
2021
Q1 		$76.7M Sell
803,331
-37,697
-4% -$3.48M 1.71% 7
2020
Q4 		$70.3M Sell
841,028
-136,001
-14% -$10.5M 1.66% 11
2020
Q3 		$62.1M Buy
977,029
+37,917
+4% +$2.61M 1.8% 7
2020
Q2 		$62.6M Buy
939,112
+97,491
+12% +$5.17M 1.9% 8
2020
Q1 		$29.7M Sell
841,621
-16,151
-2% -$915K 1.27% 25
2019
Q4 		$60.9M Buy
857,772
+20,779
+2% +$1.36M 1.68% 9
2019
Q3 		$52.6M Buy
836,993
+109,143
+15% +$6.74M 1.54% 12
2019
Q2 		$44.1M Buy
727,850
+34,473
+5% +$2.07M 1.38% 20
2019
Q1 		$44M Buy
693,377
+344,120
+99% +$21.5M 1.47% 16
2018
Q4 		$19M Buy
349,257
+52,409
+18% +$3.42M 1.56% 11
2018
Q3 		$23.4M Sell
296,848
-24,340
-8% -$2.1M 1.72% 6
2018
Q2 		$25.1M Sell
321,188
-390,223
-55% -$31.9M 1.99% 2
2018
Q1 		$58.3M Buy
711,411
+270,639
+61% +$20.3M 2.74% 1
2017
Q4 		$28.3M Buy
440,772
+58,148
+15% +$3.52M 2.06% 1
2017
Q3 		$20.5M Sell
382,624
-28,651
-7% -$1.43M 1.84% 2
2017
Q2 		$22.3M Buy
411,275
+66,812
+19% +$3.43M 2.48% 1
2017
Q1 		$16.7M Sell
344,463
-14,973
-4% -$694K 2.23% 1
2016
Q4 		$15.9M Buy
359,436
+35,905
+11% +$1.43M 2.17% 1
2016
Q3 		$11.7M Buy
323,531
+13,937
+5% +$518K 2.09% 2
2016
Q2 		$11.4M Buy
309,594
+10,790
+4% +$397K 2.22% 2
2016
Q1 		$11M Buy
298,804
+18,824
+7% +$665K 2.21% 2
2015
Q4 		$12.6M Buy
279,980
+41,006
+17% +$1.79M 2.56% 2
2015
Q3 		$8.82M Buy
238,974
+1,549
+0.7% +$58.8K 2.15% 4
2015
Q2 		$9.33M Buy
237,425
+57,849
+32% +$2.21M 2.12% 3
2015
Q1 		$6.89M Buy
179,576
+51,281
+40% +$1.87M 2.14% 3
2014
Q4 		$4.26M Buy
+128,295
New +$3.86M 2.13% 2

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

Aristotle Capital Boston's EFOR Position: Q1 2026 in Review

Aristotle Capital Boston reduced its Everforth Inc (EFOR) stake by 13% in Q1 2026, selling an estimated $2.24M and leaving 349,418 shares worth $13.5M. The position accounts for 0.84% of the portfolio, ranked #57.

Aristotle Capital Boston first reported a position in EFOR in Q4 2014 and has held it in 46 quarters since. The position peaked at $90.5M in Q4 2021. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Aristotle Capital Boston held 349,418 shares of Everforth Inc worth $13.5M as of Q1 2026.
  • Aristotle Capital Boston sold 50,337 Everforth Inc shares in Q1 2026, an estimated $2.24M.
  • Everforth Inc made up 0.84% of Aristotle Capital Boston's portfolio in Q1 2026, its #57 holding.
  • Aristotle Capital Boston first reported a position in Everforth Inc in Q4 2014 and has held it in 46 quarters since.
  • Aristotle Capital Boston's Everforth Inc position peaked at $90.5M in Q4 2021.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Aristotle Capital Boston's 13F filing for Q1 2026, filed 15 May 2026.