Boston Partners
EFOR

Boston Partners’s Everforth Inc EFOR Stock Holding History

Boston Partners’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 		$15.1M Buy
390,028
+332,689
+580% +$14.8M 0.02% 398
2025
Q4 		$2.76M Buy
57,339
+26,850
+88% +$1.24M ﹤0.01% 532
2025
Q3 		$1.44M Buy
+30,489
New +$1.56M ﹤0.01% 597
2024
Q4 		– Sell
-1,356,062
Closed -$126M – 713
2024
Q3 		$126M Buy
1,356,062
+350,115
+35% +$32.5M 0.15% 195
2024
Q2 		$88.7M Sell
1,005,947
-17,407
-2% -$1.66M 0.11% 214
2024
Q1 		$107M Buy
1,023,354
+52,673
+5% +$5.09M 0.13% 205
2023
Q4 		$93.3M Sell
970,681
-378,226
-28% -$33M 0.12% 217
2023
Q3 		$110M Sell
1,348,907
-276,166
-17% -$22M 0.15% 186
2023
Q2 		$123M Sell
1,625,073
-16,641
-1% -$1.2M 0.17% 180
2023
Q1 		$135M Sell
1,641,714
-609,877
-27% -$52.9M 0.19% 159
2022
Q4 		$185M Buy
2,251,591
+36,103
+2% +$3.17M 0.25% 132
2022
Q3 		$199M Buy
2,215,488
+72,308
+3% +$7.01M 0.29% 116
2022
Q2 		$195M Sell
2,143,180
-270,269
-11% -$27.7M 0.27% 123
2022
Q1 		$281M Buy
2,413,449
+27,829
+1% +$3.15M 0.34% 104
2021
Q4 		$294M Sell
2,385,620
-443,297
-16% -$54.2M 0.35% 91
2021
Q3 		$321M Buy
2,828,917
+27,380
+1% +$2.88M 0.41% 84
2021
Q2 		$271M Sell
2,801,537
-9,419
-0.3% -$962K 0.35% 103
2021
Q1 		$269M Buy
2,810,956
+177,938
+7% +$16.4M 0.36% 95
2020
Q4 		$220M Buy
2,633,018
+209,933
+9% +$16.1M 0.34% 92
2020
Q3 		$154M Buy
2,423,085
+851,168
+54% +$58.6M 0.28% 119
2020
Q2 		$105M Buy
1,571,917
+657,054
+72% +$34.9M 0.19% 158
2020
Q1 		$32.1M Buy
914,863
+154,562
+20% +$8.76M 0.06% 246
2019
Q4 		$54M Buy
760,301
+68,320
+10% +$4.46M 0.07% 238
2019
Q3 		$43.6M Sell
691,981
-13,526
-2% -$835K 0.06% 260
2019
Q2 		$42.7M Buy
705,507
+19,513
+3% +$1.17M 0.06% 253
2019
Q1 		$43.6M Buy
685,994
+12,338
+2% +$771K 0.06% 249
2018
Q4 		$36.7M Buy
673,656
+42,727
+7% +$2.79M 0.05% 253
2018
Q3 		$49.8M Sell
630,929
-30,938
-5% -$2.67M 0.06% 241
2018
Q2 		$51.8M Sell
661,867
-194,612
-23% -$15.9M 0.06% 241
2018
Q1 		$70.1M Sell
856,479
-67,286
-7% -$5.04M 0.08% 212
2017
Q4 		$59.4M Buy
923,765
+82,069
+10% +$4.97M 0.07% 226
2017
Q3 		$45.2M Buy
841,696
+294,087
+54% +$14.7M 0.06% 245
2017
Q2 		$29.7M Buy
547,609
+235,230
+75% +$12.1M 0.04% 275
2017
Q1 		$15.2M Sell
312,379
-7,135
-2% -$331K 0.02% 352
2016
Q4 		$14.1M Buy
+319,514
New +$12.7M 0.02% 370

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

Boston Partners's EFOR Position: Q1 2026 in Review

Boston Partners increased its Everforth Inc (EFOR) stake by 580% in Q1 2026, buying an estimated $14.8M and bringing the position to 390,028 shares worth $15.1M. The position accounts for 0.02% of the portfolio, ranked #398.

Boston Partners first reported a position in EFOR in Q4 2016 and has held it in 35 quarters since. The position peaked at $321M in Q3 2021. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Boston Partners held 390,028 shares of Everforth Inc worth $15.1M as of Q1 2026.
  • Boston Partners bought 332,689 Everforth Inc shares in Q1 2026, an estimated $14.8M.
  • Everforth Inc made up 0.02% of Boston Partners's portfolio in Q1 2026, its #398 holding.
  • Boston Partners first reported a position in Everforth Inc in Q4 2016 and has held it in 35 quarters since.
  • Boston Partners's Everforth Inc position peaked at $321M in Q3 2021.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Boston Partners's 13F filing for Q1 2026, filed 11 May 2026.