DTL
EFOR

Dynamic Technology Lab’s Everforth Inc EFOR Stock Holding History

Dynamic Technology Lab’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 		$270K Buy
+6,982
New +$311K 0.04% 644
2025
Q4 		– Sell
-27,361
Closed -$1.3M – 740
2025
Q3 		$1.3M Buy
27,361
+15,439
+130% +$788K 0.22% 126
2025
Q2 		$595K Sell
11,922
-25,371
-68% -$1.39M 0.08% 439
2025
Q1 		$2.35M Buy
37,293
+29,263
+364% +$2.25M 0.34% 43
2024
Q4 		$669K Buy
+8,030
New +$733K 0.11% 335
2024
Q3 		– Sell
-23,649
Closed -$2.08M – 1002
2024
Q2 		$2.08M Buy
+23,649
New +$2.26M 0.24% 111
2023
Q2 		– Sell
-5,440
Closed -$450K – 984
2023
Q1 		$450K Buy
+5,440
New +$472K 0.04% 665
2022
Q1 		– Sell
-3,250
Closed -$401K – 1092
2021
Q4 		$401K Buy
+3,250
New +$397K 0.04% 690
2021
Q3 		– Sell
-10,830
Closed -$1.05M – 1062
2021
Q2 		$1.05M Buy
+10,830
New +$1.11M 0.11% 312
2020
Q4 		– Sell
-8,479
Closed -$539K – 968
2020
Q3 		$539K Buy
+8,479
New +$583K 0.09% 413
2019
Q4 		– Sell
-6,492
Closed -$408K – 953
2019
Q3 		$408K Buy
+6,492
New +$401K 0.07% 519
2019
Q2 		– Sell
-4,689
Closed -$298K – 947
2019
Q1 		$298K Sell
4,689
-13,823
-75% -$864K 0.05% 666
2018
Q4 		$1.01M Buy
+18,512
New +$1.21M 0.17% 162
2018
Q3 		– Sell
-2,687
Closed -$210K – 1009
2018
Q2 		$210K Buy
+2,687
New +$220K 0.03% 827
2016
Q4 		– Sell
-21,635
Closed -$785K – 869
2016
Q3 		$785K Buy
+21,635
New +$805K 0.21% 93
2015
Q2 		– Sell
-6,655
Closed -$255K – 738
2015
Q1 		$255K Buy
+6,655
New +$242K 0.11% 437
2014
Q4 		– Sell
-19,912
Closed -$535K – 648
2014
Q3 		$535K Buy
+19,912
New +$618K 0.26% 94
2014
Q1 		– Sell
-7,267
Closed -$254K – 569
2013
Q4 		$254K Buy
+7,267
New +$242K 0.17% 264

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

Dynamic Technology Lab's EFOR Position: Q1 2026 in Review

Dynamic Technology Lab opened a new position in Everforth Inc (EFOR) in Q1 2026: 6,982 shares worth $270K. The stake represents 0.04% of the portfolio and ranks #644 among its holdings. This is a return to the name: Dynamic Technology Lab previously reported a position in EFOR as recently as Q3 2025.

Dynamic Technology Lab first reported a position in EFOR in Q4 2013 and has held it in 18 quarters since. The position peaked at $2.35M in Q1 2025. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Dynamic Technology Lab held 6,982 shares of Everforth Inc worth $270K as of Q1 2026.
  • Everforth Inc was a new Dynamic Technology Lab position in Q1 2026.
  • Everforth Inc made up 0.04% of Dynamic Technology Lab's portfolio in Q1 2026, its #644 holding.
  • Dynamic Technology Lab first reported a position in Everforth Inc in Q4 2013 and has held it in 18 quarters since.
  • Dynamic Technology Lab's Everforth Inc position peaked at $2.35M in Q1 2025.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Dynamic Technology Lab's 13F filing for Q1 2026, filed 15 May 2026.