CI
EFOR

Cambiar Investors’s Everforth Inc EFOR Stock Holding History

Cambiar Investors’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
Q3 		– Sell
-17,791
Closed -$888K – 142
2025
Q2 		$888K Sell
17,791
-6
-0% -$328 0.04% 127
2025
Q1 		$1.12M Sell
17,797
-3,485
-16% -$268K 0.05% 130
2024
Q4 		$1.77M Sell
21,282
-1,815
-8% -$166K 0.07% 123
2024
Q3 		$2.15M Buy
23,097
+30
+0.1% +$2.78K 0.08% 117
2024
Q2 		$2.03M Hold
23,067
– – 0.08% 119
2024
Q1 		$2.42M Sell
23,067
-3,998
-15% -$387K 0.09% 103
2023
Q4 		$2.6M Hold
27,065
– – 0.1% 107
2023
Q3 		$2.21M Buy
+27,065
New +$2.16M 0.09% 119

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cambiar Investors's EFOR Position: Q3 2025 in Review

Cambiar Investors sold out of Everforth Inc (EFOR) in Q3 2025, closing a stake of 17,791 shares — an estimated $888K sold.

Cambiar Investors first reported a position in EFOR in Q3 2023 and held it in 8 quarters. The position peaked at $2.6M in Q4 2023. 298 funds tracked by Wall St. Rank hold EFOR as of Q3 2025.

  • Cambiar Investors reported no remaining Everforth Inc position as of Q3 2025 after selling out during the quarter.
  • Cambiar Investors sold 17,791 Everforth Inc shares in Q3 2025, an estimated $888K.
  • Cambiar Investors first reported a position in Everforth Inc in Q3 2023 and held it in 8 quarters.
  • Cambiar Investors's Everforth Inc position peaked at $2.6M in Q4 2023.
  • 298 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2025.

Based on Cambiar Investors's 13F filing for Q3 2025, filed 3 Nov 2025.