CCM
EFOR

Coldstream Capital Management’s Everforth Inc EFOR Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-3,004
Closed -$189K – 1273
2025
Q1 		$189K Sell
3,004
-268
-8% -$20.6K ﹤0.01% 1029
2024
Q4 		$273K Sell
3,272
-126
-4% -$11.5K 0.01% 869
2024
Q3 		$317K Buy
3,398
+11
+0.3% +$1.02K 0.01% 812
2024
Q2 		$299K Buy
3,387
+23
+0.7% +$2.2K 0.01% 758
2024
Q1 		$352K Buy
3,364
+23
+0.7% +$2.22K 0.01% 697
2023
Q4 		$321K Buy
3,341
+510
+18% +$44.5K 0.01% 679
2023
Q3 		$231K Buy
2,831
+59
+2% +$4.7K 0.01% 701
2023
Q2 		$210K Buy
2,772
+59
+2% +$4.24K 0.01% 774
2023
Q1 		$224K Buy
2,713
+34
+1% +$2.95K 0.01% 737
2022
Q4 		$218K Buy
+2,679
New +$235K 0.01% 735
2022
Q2 		$254K Sell
2,817
-79
-3% -$8.1K 0.01% 623
2022
Q1 		$338K Buy
2,896
+42
+1% +$4.76K 0.01% 520
2021
Q4 		$352K Buy
+2,854
New +$349K 0.01% 552

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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

Coldstream Capital Management's EFOR Position: Q2 2025 in Review

Coldstream Capital Management sold out of Everforth Inc (EFOR) in Q2 2025, closing a stake of 3,004 shares — an estimated $189K sold.

Coldstream Capital Management first reported a position in EFOR in Q4 2021 and held it in 13 quarters. The position peaked at $352K in Q1 2024. 287 funds tracked by Wall St. Rank hold EFOR as of Q2 2025.

  • Coldstream Capital Management reported no remaining Everforth Inc position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 3,004 Everforth Inc shares in Q2 2025, an estimated $189K.
  • Coldstream Capital Management first reported a position in Everforth Inc in Q4 2021 and held it in 13 quarters.
  • Coldstream Capital Management's Everforth Inc position peaked at $352K in Q1 2024.
  • 287 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.