Citadel Advisors
EFOR

Citadel Advisors’s Everforth Inc EFOR Stock Holding History

Citadel Advisors’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 		– Sell
-226,642
Closed -$10.1M – 12934
2025
Q4 		$10.9M Buy
226,642
+145,207
+178% +$6.69M ﹤0.01% 3145
2025
Q3 		$3.86M Sell
81,435
-77,970
-49% -$3.98M ﹤0.01% 4829
2025
Q2 		$7.96M Sell
159,405
-109,787
-41% -$6M ﹤0.01% 3366
2025
Q1 		$17M Buy
269,192
+17,134
+7% +$1.32M ﹤0.01% 2216
2024
Q4 		$21M Buy
252,058
+137,850
+121% +$12.6M ﹤0.01% 2113
2024
Q3 		$10.6M Buy
114,208
+376
+0.3% +$34.9K ﹤0.01% 2803
2024
Q2 		$10M Sell
113,832
-43,742
-28% -$4.18M ﹤0.01% 2765
2024
Q1 		$16.5M Sell
157,574
-40,734
-21% -$3.94M ﹤0.01% 2289
2023
Q4 		$19.1M Sell
198,308
-129,173
-39% -$11.3M ﹤0.01% 2070
2023
Q3 		$26.7M Sell
327,481
-18,580
-5% -$1.48M 0.01% 1591
2023
Q2 		$26.2M Buy
346,061
+313,051
+948% +$22.5M 0.01% 1611
2023
Q1 		$2.73M Sell
33,010
-2,288
-6% -$198K ﹤0.01% 4798
2022
Q4 		$2.88M Buy
35,298
+27,171
+334% +$2.38M ﹤0.01% 4814
2022
Q3 		$735K Sell
8,127
-15,261
-65% -$1.48M ﹤0.01% 7660
2022
Q2 		$2.11M Buy
+23,388
New +$2.4M ﹤0.01% 5438
2022
Q1 		– Sell
-3,750
Closed -$425K – 13527
2021
Q4 		$463K Sell
3,750
-14,186
-79% -$1.73M ﹤0.01% 9886
2021
Q3 		$2.03M Buy
17,936
+10,199
+132% +$1.07M ﹤0.01% 6304
2021
Q2 		$750K Sell
7,737
-231,729
-97% -$23.7M ﹤0.01% 9103
2021
Q1 		$22.9M Sell
239,466
-111,988
-32% -$10.3M 0.01% 1798
2020
Q4 		$29.4M Sell
351,454
-246,564
-41% -$19M 0.01% 1410
2020
Q3 		$38M Buy
598,018
+27,442
+5% +$1.89M 0.01% 1045
2020
Q2 		$38M Sell
570,576
-222,481
-28% -$11.8M 0.01% 983
2020
Q1 		$28M Buy
793,057
+205,670
+35% +$11.7M 0.01% 972
2019
Q4 		$41.7M Sell
587,387
-149,196
-20% -$9.74M 0.02% 884
2019
Q3 		$46.3M Buy
736,583
+90,568
+14% +$5.59M 0.02% 805
2019
Q2 		$39.1M Buy
646,015
+181,160
+39% +$10.9M 0.02% 889
2019
Q1 		$29.5M Buy
464,855
+240,345
+107% +$15M 0.01% 1035
2018
Q4 		$12.2M Buy
224,510
+152,034
+210% +$9.91M 0.01% 1683
2018
Q3 		$5.72M Sell
72,476
-742,358
-91% -$64.1M ﹤0.01% 2829
2018
Q2 		$63.7M Buy
814,834
+220,983
+37% +$18.1M 0.03% 573
2018
Q1 		$48.6M Sell
593,851
-113,806
-16% -$8.52M 0.03% 619
2017
Q4 		$45.5M Buy
707,657
+674,470
+2,032% +$40.8M 0.03% 660
2017
Q3 		$1.78M Sell
33,187
-464,788
-93% -$23.3M ﹤0.01% 3537
2017
Q2 		$27M Sell
497,975
-313,734
-39% -$16.1M 0.02% 811
2017
Q1 		$39.4M Buy
811,709
+700,395
+629% +$32.4M 0.04% 564
2016
Q4 		$4.92M Buy
111,314
+76,093
+216% +$3.03M 0.01% 2022
2016
Q3 		$1.28M Buy
35,221
+13,277
+61% +$494K ﹤0.01% 3517
2016
Q2 		$811K Sell
21,944
-78,151
-78% -$2.88M ﹤0.01% 3831
2016
Q1 		$3.7M Buy
100,095
+35,530
+55% +$1.25M ﹤0.01% 2046
2015
Q4 		$2.9M Buy
+64,565
New +$2.82M ﹤0.01% 2360
2015
Q3 		– Sell
-165
Closed -$6.27K – 8856
2015
Q2 		$6K Sell
165
-46,647
-100% -$1.78M ﹤0.01% 8509
2015
Q1 		$1.8M Sell
46,812
-4,039
-8% -$147K ﹤0.01% 3196
2014
Q4 		$1.69M Buy
50,851
+21,792
+75% +$655K ﹤0.01% 3116
2014
Q3 		$780K Sell
29,059
-477,068
-94% -$14.8M ﹤0.01% 4037
2014
Q2 		$18M Sell
506,127
-224,749
-31% -$8.04M 0.02% 875
2014
Q1 		$28.2M Buy
730,876
+673,797
+1,180% +$22.6M 0.03% 633
2013
Q4 		$1.99M Buy
57,079
+26,282
+85% +$876K ﹤0.01% 2551
2013
Q3 		$1.02M Buy
30,797
+8,094
+36% +$251K ﹤0.01% 3100
2013
Q2 		$607K Buy
+22,703
New +$572K ﹤0.01% 3651

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

Citadel Advisors's EFOR Position: Q1 2026 in Review

Citadel Advisors sold out of Everforth Inc (EFOR) in Q1 2026, closing a stake of 226,642 shares — an estimated $10.1M sold.

Citadel Advisors first reported a position in EFOR in Q2 2013 and held it in 49 quarters. The position peaked at $63.7M in Q2 2018. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Citadel Advisors reported no remaining Everforth Inc position as of Q1 2026 after selling out during the quarter.
  • Citadel Advisors sold 226,642 Everforth Inc shares in Q1 2026, an estimated $10.1M.
  • Citadel Advisors first reported a position in Everforth Inc in Q2 2013 and held it in 49 quarters.
  • Citadel Advisors's Everforth Inc position peaked at $63.7M in Q2 2018.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.