CP
EFOR

CenterBook Partners’s Everforth Inc EFOR Stock Holding History

CenterBook 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 		$989K Buy
25,542
+2,441
+11% +$109K 0.05% 356
2025
Q4 		$1.11M Sell
23,101
-29,381
-56% -$1.35M 0.05% 352
2025
Q3 		$2.49M Buy
52,482
+41,714
+387% +$2.13M 0.12% 224
2025
Q2 		$538K Buy
+10,768
New +$588K 0.03% 433

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

CenterBook Partners's EFOR Position: Q1 2026 in Review

CenterBook Partners increased its Everforth Inc (EFOR) stake by 11% in Q1 2026, buying an estimated $109K and bringing the position to 25,542 shares worth $989K. The position accounts for 0.05% of the portfolio, ranked #356.

CenterBook Partners first reported a position in EFOR in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.49M in Q3 2025. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • CenterBook Partners held 25,542 shares of Everforth Inc worth $989K as of Q1 2026.
  • CenterBook Partners bought 2,441 Everforth Inc shares in Q1 2026, an estimated $109K.
  • Everforth Inc made up 0.05% of CenterBook Partners's portfolio in Q1 2026, its #356 holding.
  • CenterBook Partners first reported a position in Everforth Inc in Q2 2025 and has held it in 4 quarters since.
  • CenterBook Partners's Everforth Inc position peaked at $2.49M in Q3 2025.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on CenterBook Partners's 13F filing for Q1 2026, filed 5 May 2026.