CCG
EFOR

Chatham Capital Group’s Everforth Inc EFOR Stock Holding History

Chatham Capital Group’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
-20,584
Closed -$975K – 200
2025
Q3 		$975K Sell
20,584
-305
-1% -$15.6K 0.14% 130
2025
Q2 		$1.04M Sell
20,889
-20,077
-49% -$1.1M 0.16% 125
2025
Q1 		$2.58M Buy
40,966
+1,715
+4% +$132K 0.43% 72
2024
Q4 		$3.27M Sell
39,251
-455
-1% -$41.5K 0.54% 59
2024
Q3 		$3.7M Buy
39,706
+73
+0.2% +$6.77K 0.61% 51
2024
Q2 		$3.49M Buy
39,633
+510
+1% +$48.7K 0.61% 52
2024
Q1 		$4.1M Buy
39,123
+3,985
+11% +$385K 0.75% 42
2023
Q4 		$3.38M Sell
35,138
-253
-0.7% -$22.1K 0.68% 46
2023
Q3 		$2.89M Sell
35,391
-215
-0.6% -$17.1K 0.65% 51
2023
Q2 		$2.69M Buy
35,606
+39
+0.1% +$2.8K 0.57% 59
2023
Q1 		$2.94M Buy
35,567
+24
+0.1% +$2.08K 0.66% 49
2022
Q4 		$2.9M Sell
35,543
-75
-0.2% -$6.58K 0.68% 50
2022
Q3 		$3.22M Sell
35,618
-440
-1% -$42.7K 0.79% 36
2022
Q2 		$3.25M Buy
36,058
+80
+0.2% +$8.2K 0.74% 44
2022
Q1 		$4.2M Buy
35,978
+515
+1% +$58.4K 0.81% 42
2021
Q4 		$4.38M Buy
35,463
+95
+0.3% +$11.6K 0.79% 39
2021
Q3 		$4M Sell
35,368
-395
-1% -$41.6K 0.77% 39
2021
Q2 		$3.47M Buy
35,763
+4
+0% +$409 0.67% 48
2021
Q1 		$3.41M Buy
35,759
+1,527
+4% +$141K 0.71% 45
2020
Q4 		$2.86M Sell
34,232
-522
-2% -$40.1K 0.64% 50
2020
Q3 		$2.21M Sell
34,754
-83
-0.2% -$5.71K 0.54% 51
2020
Q2 		$2.32M Buy
34,837
+194
+0.6% +$10.3K 0.6% 47
2020
Q1 		$1.22M Sell
34,643
-519
-1% -$29.4K 0.36% 68
2019
Q4 		$2.5M Sell
35,162
-236
-0.7% -$15.4K 0.62% 44
2019
Q3 		$2.23M Sell
35,398
-390
-1% -$24.1K 0.57% 47
2019
Q2 		$2.17M Sell
35,788
-227
-0.6% -$13.6K 0.55% 53
2019
Q1 		$2.29M Buy
36,015
+263
+0.7% +$16.4K 0.59% 45
2018
Q4 		$1.95M Buy
35,752
+3,432
+11% +$224K 0.54% 46
2018
Q3 		$2.55M Hold
32,320
– – 0.64% 38
2018
Q2 		$2.53M Buy
32,320
+775
+2% +$63.4K 0.67% 36
2018
Q1 		$2.58M Sell
31,545
-3,225
-9% -$241K 0.69% 35
2017
Q4 		$2.23M Buy
34,770
+620
+2% +$37.5K 0.61% 39
2017
Q3 		$1.83M Hold
34,150
– – 0.52% 45
2017
Q2 		$1.85M Buy
34,150
+2,689
+9% +$138K 0.51% 42
2017
Q1 		$1.53M Sell
31,461
-2,689
-8% -$125K 0.43% 49
2016
Q4 		$1.51M Buy
34,150
+5,700
+20% +$227K 0.44% 53
2016
Q3 		$1.03M Sell
28,450
-1,575
-5% -$58.6K 0.33% 64
2016
Q2 		$1.11M Hold
30,025
– – 0.34% 55
2016
Q1 		$1.11M Hold
30,025
– – 0.35% 56
2015
Q4 		$1.35M Sell
30,025
-1,000
-3% -$43.7K 0.43% 49
2015
Q3 		$1.15M Sell
31,025
-300
-1% -$11.4K 0.39% 50
2015
Q2 		$1.23M Hold
31,325
– – 0.35% 60
2015
Q1 		$1.2M Buy
31,325
+800
+3% +$29.1K 0.35% 59
2014
Q4 		$1.01M Hold
30,525
– – 0.3% 67
2014
Q3 		$820K Buy
30,525
+300
+1% +$9.3K 0.25% 77
2014
Q2 		$1.07M Hold
30,225
– – 0.42% 52
2014
Q1 		$1.17M Hold
30,225
– – 0.48% 47
2013
Q4 		$1.05M Hold
30,225
– – 0.44% 50
2013
Q3 		$997K Hold
30,225
– – 0.45% 49
2013
Q2 		$808K Buy
+30,225
New +$761K 0.39% 53

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

Chatham Capital Group's EFOR Position: Q4 2025 in Review

Chatham Capital Group sold out of Everforth Inc (EFOR) in Q4 2025, closing a stake of 20,584 shares — an estimated $975K sold.

Chatham Capital Group first reported a position in EFOR in Q2 2013 and held it in 50 quarters. The position peaked at $4.38M in Q4 2021. 275 funds tracked by Wall St. Rank hold EFOR as of Q4 2025.

  • Chatham Capital Group reported no remaining Everforth Inc position as of Q4 2025 after selling out during the quarter.
  • Chatham Capital Group sold 20,584 Everforth Inc shares in Q4 2025, an estimated $975K.
  • Chatham Capital Group first reported a position in Everforth Inc in Q2 2013 and held it in 50 quarters.
  • Chatham Capital Group's Everforth Inc position peaked at $4.38M in Q4 2021.
  • 275 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2025.

Based on Chatham Capital Group's 13F filing for Q4 2025, filed 14 Jan 2026.