ClearBridge Investments
EFOR

ClearBridge Investments’s Everforth Inc EFOR Stock Holding History

ClearBridge Investments’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
Q3 		– Sell
-114,543
Closed -$5.72M – 716
2025
Q2 		$5.72M Buy
114,543
+1,433
+1% +$78.3K ﹤0.01% 558
2025
Q1 		$7.13M Buy
+113,110
New +$8.71M 0.01% 538

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ClearBridge Investments's EFOR Position: Q3 2025 in Review

ClearBridge Investments sold out of Everforth Inc (EFOR) in Q3 2025, closing a stake of 114,543 shares — an estimated $5.72M sold.

ClearBridge Investments first reported a position in EFOR in Q1 2025 and held it in 2 quarters. The position peaked at $7.13M in Q1 2025. 298 funds tracked by Wall St. Rank hold EFOR as of Q3 2025.

  • ClearBridge Investments reported no remaining Everforth Inc position as of Q3 2025 after selling out during the quarter.
  • ClearBridge Investments sold 114,543 Everforth Inc shares in Q3 2025, an estimated $5.72M.
  • ClearBridge Investments first reported a position in Everforth Inc in Q1 2025 and held it in 2 quarters.
  • ClearBridge Investments's Everforth Inc position peaked at $7.13M in Q1 2025.
  • 298 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2025.

Based on ClearBridge Investments's 13F filing for Q3 2025, filed 13 Nov 2025.