Connor, Clark & Lunn Investment Management (CC&L)’s Everforth Inc EFOR Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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	-8,123	Closed	-$406K	–	1497
2025 Q2	$406K	Buy	8,123 +3,104	+62%	+$170K	﹤0.01%	1306
2025 Q1	$316K	Sell	5,019 -16,675	-77%	-$1.28M	﹤0.01%	1242
2024 Q4	$1.81M	Buy	21,694 +10,979	+102%	+$1M	0.01%	754
2024 Q3	$999K	Sell	10,715 -9,665	-47%	-$897K	﹤0.01%	889
2024 Q2	$1.8M	Buy	+20,380	New	+$1.95M	0.01%	683
2014 Q1	–	Sell	-5,400	Closed	-$200K	–	680
2013 Q4	$200K	Buy	+5,400	New	+$180K	﹤0.01%	666

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s EFOR Position: Q3 2025 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Everforth Inc (EFOR) in Q3 2025, closing a stake of 8,123 shares — an estimated $406K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in EFOR in Q4 2013 and held it in 6 quarters. The position peaked at $1.81M in Q4 2024. 298 funds tracked by Wall St. Rank hold EFOR as of Q3 2025.

Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Everforth Inc position as of Q3 2025 after selling out during the quarter.
Connor, Clark & Lunn Investment Management (CC&L) sold 8,123 Everforth Inc shares in Q3 2025, an estimated $406K.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Everforth Inc in Q4 2013 and held it in 6 quarters.
Connor, Clark & Lunn Investment Management (CC&L)'s Everforth Inc position peaked at $1.81M in Q4 2024.
298 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2025.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q3 2025, filed 13 Nov 2025.