CI Investments Inc
EFOR

CI Investments Inc’s Everforth Inc EFOR Stock Holding History

CI Investments Inc’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
-328
Closed -$16K – 689
2025
Q3 		$16K Buy
328
+107
+48% +$5.46K ﹤0.01% 1182
2025
Q2 		$11K Sell
221
-21,668
-99% -$1.18M ﹤0.01% 1222
2025
Q1 		$1.38M Sell
21,889
-20,761
-49% -$1.6M 0.01% 388
2024
Q4 		$3.55M Sell
42,650
-3,622
-8% -$331K 0.01% 326
2024
Q3 		$4.31M Sell
46,272
-1,349
-3% -$125K 0.02% 310
2024
Q2 		$4.2M Sell
47,621
-1,111
-2% -$106K 0.02% 290
2024
Q1 		$5.11M Sell
48,732
-1,780
-4% -$172K 0.02% 290
2023
Q4 		$4.86M Sell
50,512
-5,090
-9% -$445K 0.03% 279
2023
Q3 		$4.54M Buy
55,602
+4,091
+8% +$326K 0.03% 280
2023
Q2 		$3.9M Sell
51,511
-5,505
-10% -$396K 0.02% 287
2023
Q1 		$4.71M Sell
57,016
-1,981
-3% -$172K 0.02% 278
2022
Q4 		$4.81M Buy
58,997
+834
+1% +$73.2K 0.02% 279
2022
Q3 		$5.26M Sell
58,163
-5,954
-9% -$577K 0.03% 282
2022
Q2 		$5.79M Sell
64,117
-5,386
-8% -$552K 0.03% 271
2022
Q1 		$8.11M Buy
69,503
+2,103
+3% +$238K 0.03% 290
2021
Q4 		$8.32M Buy
67,400
+2,500
+4% +$306K 0.03% 301
2021
Q3 		$7.34M Buy
64,900
+33,974
+110% +$3.58M 0.03% 324
2021
Q2 		$3M Buy
+30,926
New +$3.16M 0.01% 390

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

CI Investments Inc's EFOR Position: Q4 2025 in Review

CI Investments Inc sold out of Everforth Inc (EFOR) in Q4 2025, closing a stake of 328 shares — an estimated $16K sold.

CI Investments Inc first reported a position in EFOR in Q2 2021 and held it in 18 quarters. The position peaked at $8.32M in Q4 2021. 275 funds tracked by Wall St. Rank hold EFOR as of Q4 2025.

  • CI Investments Inc reported no remaining Everforth Inc position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 328 Everforth Inc shares in Q4 2025, an estimated $16K.
  • CI Investments Inc first reported a position in Everforth Inc in Q2 2021 and held it in 18 quarters.
  • CI Investments Inc's Everforth Inc position peaked at $8.32M in Q4 2021.
  • 275 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.