CIAM
EFOR

Caitong International Asset Management’s Everforth Inc EFOR Stock Holding History

Caitong International Asset Management’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
Q4 		– Sell
-1,132
Closed -$53.6K – 1882
2025
Q3 		$53.6K Buy
1,132
+770
+213% +$39.3K 0.04% 304
2025
Q2 		$18.1K Sell
362
-103
-22% -$5.63K 0.01% 527
2025
Q1 		$29.3K Sell
465
-11
-2% -$847 0.02% 667
2024
Q4 		$39.7K Buy
+476
New +$43.5K 0.04% 560

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
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

Caitong International Asset Management's EFOR Position: Q4 2025 in Review

Caitong International Asset Management sold out of Everforth Inc (EFOR) in Q4 2025, closing a stake of 1,132 shares — an estimated $53.6K sold.

Caitong International Asset Management first reported a position in EFOR in Q4 2024 and held it in 4 quarters. The position peaked at $53.6K in Q3 2025. 275 funds tracked by Wall St. Rank hold EFOR as of Q4 2025.

  • Caitong International Asset Management reported no remaining Everforth Inc position as of Q4 2025 after selling out during the quarter.
  • Caitong International Asset Management sold 1,132 Everforth Inc shares in Q4 2025, an estimated $53.6K.
  • Caitong International Asset Management first reported a position in Everforth Inc in Q4 2024 and held it in 4 quarters.
  • Caitong International Asset Management's Everforth Inc position peaked at $53.6K in Q3 2025.
  • 275 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2025.

Based on Caitong International Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.