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
2025
Q4 		– Sell
-12,600
Closed -$597K – 12609
2025
Q3 		$597K Buy
12,600
+7,700
+157% +$393K ﹤0.01% 8693
2025
Q2 		$245K Sell
4,900
-6,500
-57% -$355K ﹤0.01% 10262
2025
Q1 		$718K Buy
11,400
+3,100
+37% +$239K ﹤0.01% 7692
2024
Q4 		$692K Sell
8,300
-4,000
-33% -$365K ﹤0.01% 7859
2024
Q3 		$1.15M Buy
12,300
+6,900
+128% +$640K ﹤0.01% 6608
2024
Q2 		$476K Sell
5,400
-12,100
-69% -$1.16M ﹤0.01% 8145
2024
Q1 		$1.83M Buy
17,500
+8,300
+90% +$803K ﹤0.01% 5694
2023
Q4 		$885K Sell
9,200
-7,900
-46% -$690K ﹤0.01% 6911
2023
Q3 		$1.4M Buy
17,100
+5,000
+41% +$398K ﹤0.01% 5912
2023
Q2 		$915K Buy
12,100
+5,000
+70% +$359K ﹤0.01% 6645
2023
Q1 		$587K Buy
7,100
+7,000
+7,000% +$607K ﹤0.01% 7986
2022
Q4 		$8.15K Buy
+100
New +$8.77K ﹤0.01% 13766
2022
Q3 		– Sell
-3,700
Closed -$334K – 12562
2022
Q2 		$334K Buy
3,700
+300
+9% +$30.8K ﹤0.01% 9575
2022
Q1 		$397K Sell
3,400
-1,100
-24% -$125K ﹤0.01% 9918
2021
Q4 		$555K Buy
4,500
+200
+5% +$24.5K ﹤0.01% 9439
2021
Q3 		$487K Buy
4,300
+1,800
+72% +$189K ﹤0.01% 9929
2021
Q2 		$242K Buy
+2,500
New +$255K ﹤0.01% 11764
2021
Q1 		– Sell
-4,100
Closed -$342K – 13130
2020
Q4 		$342K Buy
4,100
+800
+24% +$61.5K ﹤0.01% 8841
2020
Q3 		$210K Sell
3,300
-4,500
-58% -$310K ﹤0.01% 8723
2020
Q2 		$520K Sell
7,800
-2,400
-24% -$127K ﹤0.01% 6995
2020
Q1 		$360K Buy
10,200
+2,500
+32% +$142K ﹤0.01% 7006
2019
Q4 		$546K Sell
7,700
-4,700
-38% -$307K ﹤0.01% 6670
2019
Q3 		$779K Buy
12,400
+1,100
+10% +$67.9K ﹤0.01% 6019
2019
Q2 		$685K Sell
11,300
-6,700
-37% -$402K ﹤0.01% 6308
2019
Q1 		$1.14M Buy
18,000
+13,800
+329% +$863K ﹤0.01% 5361
2018
Q4 		$229K Sell
4,200
-12,800
-75% -$834K ﹤0.01% 7671
2018
Q3 		$1.34M Buy
17,000
+10,800
+174% +$933K ﹤0.01% 5044
2018
Q2 		$485K Buy
+6,200
New +$507K ﹤0.01% 6422
2018
Q1 		– Sell
-9,700
Closed -$623K – 8245
2017
Q4 		$623K Buy
+9,700
New +$587K ﹤0.01% 5335
2017
Q3 		– Sell
-4,900
Closed -$265K – 7501
2017
Q2 		$265K Buy
4,900
+100
+2% +$5.14K ﹤0.01% 6112
2017
Q1 		$233K Buy
+4,800
New +$222K ﹤0.01% 6280
2016
Q2 		– Sell
-6,400
Closed -$236K – 6794
2016
Q1 		$236K Buy
6,400
+3,200
+100% +$113K ﹤0.01% 5408
2015
Q4 		$144K Sell
3,200
-3,300
-51% -$144K ﹤0.01% 6252
2015
Q3 		$240K Sell
6,500
-600
-8% -$22.8K ﹤0.01% 5890
2015
Q2 		$279K Buy
7,100
+1,800
+34% +$68.7K ﹤0.01% 5853
2015
Q1 		$203K Buy
5,300
+5,100
+2,550% +$186K ﹤0.01% 6157
2014
Q4 		$7K Sell
200
-72,300
-100% -$2.17M ﹤0.01% 8198
2014
Q3 		$1.95M Buy
72,500
+67,600
+1,380% +$2.1M ﹤0.01% 2871
2014
Q2 		$174K Buy
4,900
+3,800
+345% +$136K ﹤0.01% 5706
2014
Q1 		$42K Buy
+1,100
New +$36.9K ﹤0.01% 6885

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.