CL
EFOR

Choreo LLC’s Everforth Inc EFOR Stock Holding History

Choreo LLC’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 		$323K Buy
8,354
+638
+8% +$28.4K ﹤0.01% 1204
2025
Q4 		$380K Sell
7,716
-154
-2% -$7.1K ﹤0.01% 1067
2025
Q3 		$373K Buy
7,870
+1,093
+16% +$55.8K ﹤0.01% 1095
2025
Q2 		$338K Buy
6,777
+1,930
+40% +$105K ﹤0.01% 1105
2025
Q1 		$305K Buy
4,847
+10
+0.2% +$770 ﹤0.01% 1080
2024
Q4 		$404K Buy
4,837
+529
+12% +$48.3K 0.01% 1021
2024
Q3 		$402K Buy
4,308
+198
+5% +$18.4K 0.01% 1026
2024
Q2 		$357K Buy
+4,110
New +$393K 0.01% 997

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

Choreo LLC's EFOR Position: Q1 2026 in Review

Choreo LLC increased its Everforth Inc (EFOR) stake by 8.3% in Q1 2026, buying an estimated $28.4K and bringing the position to 8,354 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

Choreo LLC first reported a position in EFOR in Q2 2024 and has held it in 8 quarters since. The position peaked at $404K in Q4 2024. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Choreo LLC held 8,354 shares of Everforth Inc worth $323K as of Q1 2026.
  • Choreo LLC bought 638 Everforth Inc shares in Q1 2026, an estimated $28.4K.
  • Everforth Inc made up ﹤0.01% of Choreo LLC's portfolio in Q1 2026, its #1204 holding.
  • Choreo LLC first reported a position in Everforth Inc in Q2 2024 and has held it in 8 quarters since.
  • Choreo LLC's Everforth Inc position peaked at $404K in Q4 2024.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.