C
EFOR

Covestor’s Everforth Inc EFOR Stock Holding History

Covestor’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 		$5K Sell
123
-99
-45% -$4.41K ﹤0.01% 1774
2025
Q4 		$11K Sell
222
-1
-0.4% -$46 0.01% 1510
2025
Q3 		$11K Buy
223
+127
+132% +$6.48K 0.01% 1524
2025
Q2 		$5K Hold
96
– – ﹤0.01% 1744
2025
Q1 		$6K Hold
96
– – ﹤0.01% 1692
2024
Q4 		$8K Sell
96
-105
-52% -$9.59K 0.01% 1625
2024
Q3 		$19K Sell
201
-2
-1% -$186 0.01% 1221
2024
Q2 		$18K Buy
203
+2
+1% +$191 0.01% 1227
2024
Q1 		$21K Sell
201
-20
-9% -$1.93K 0.01% 1196
2023
Q4 		$22K Buy
221
+23
+12% +$2.01K 0.02% 1156
2023
Q3 		$16K Sell
198
-12
-6% -$956 0.01% 1187
2023
Q2 		$16K Sell
210
-859
-80% -$61.8K 0.01% 1224
2023
Q1 		$88K Buy
1,069
+404
+61% +$35K 0.08% 441
2022
Q4 		$54K Sell
665
-46
-6% -$4.04K 0.04% 696
2022
Q3 		$64K Buy
711
+475
+201% +$46.1K 0.06% 590
2022
Q2 		$21K Sell
236
-10
-4% -$1.02K 0.02% 966
2022
Q1 		$29K Buy
246
+145
+144% +$16.4K 0.02% 953
2021
Q4 		$13K Buy
+101
New +$12.3K 0.02% 947

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

Covestor's EFOR Position: Q1 2026 in Review

Covestor reduced its Everforth Inc (EFOR) stake by 45% in Q1 2026, selling an estimated $4.41K and leaving 123 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1774.

Covestor first reported a position in EFOR in Q4 2021 and has held it in 18 quarters since. The position peaked at $88K in Q1 2023. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Covestor held 123 shares of Everforth Inc worth $5K as of Q1 2026.
  • Covestor sold 99 Everforth Inc shares in Q1 2026, an estimated $4.41K.
  • Everforth Inc made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #1774 holding.
  • Covestor first reported a position in Everforth Inc in Q4 2021 and has held it in 18 quarters since.
  • Covestor's Everforth Inc position peaked at $88K in Q1 2023.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.