EBA
EFOR

Eagle Bay Advisors’s Everforth Inc EFOR Stock Holding History

Eagle Bay Advisors’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
Q1 		– Sell
-64
Closed -$5.33K – 177
2024
Q4 		$5.33K Hold
64
– – ﹤0.01% 693
2024
Q3 		$5.97K Sell
64
-36
-36% -$3.34K ﹤0.01% 935
2024
Q2 		$8.82K Sell
100
-60
-38% -$5.73K 0.01% 584
2024
Q1 		$16.8K Sell
160
-35
-18% -$3.38K 0.01% 467
2023
Q4 		$18.8K Sell
195
-1,355
-87% -$118K 0.01% 409
2023
Q3 		$127K Buy
1,550
+464
+43% +$36.9K 0.06% 204
2023
Q2 		$82.2K Sell
1,086
-298
-22% -$21.4K 0.05% 259
2023
Q1 		$114K Buy
1,384
+501
+57% +$43.5K 0.06% 204
2022
Q4 		$72K Sell
883
-293
-25% -$25.7K 0.04% 303
2022
Q3 		$107K Buy
1,176
+254
+28% +$24.6K 0.07% 190
2022
Q2 		$83.2K Buy
922
+327
+55% +$33.5K 0.05% 240
2022
Q1 		$69K Sell
595
-231
-28% -$26.2K 0.06% 109
2021
Q4 		$102K Buy
826
+2
+0.2% +$245 0.07% 179
2021
Q3 		$93K Buy
824
+15
+2% +$1.58K 0.05% 261
2021
Q2 		$81K Buy
+809
New +$82.7K 0.07% 191

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Eagle Bay Advisors's EFOR Position: Q1 2025 in Review

Eagle Bay Advisors sold out of Everforth Inc (EFOR) in Q1 2025, closing a stake of 64 shares — an estimated $5.33K sold.

Eagle Bay Advisors first reported a position in EFOR in Q2 2021 and held it in 15 quarters. The position peaked at $127K in Q3 2023. 305 funds tracked by Wall St. Rank hold EFOR as of Q1 2025.

  • Eagle Bay Advisors reported no remaining Everforth Inc position as of Q1 2025 after selling out during the quarter.
  • Eagle Bay Advisors sold 64 Everforth Inc shares in Q1 2025, an estimated $5.33K.
  • Eagle Bay Advisors first reported a position in Everforth Inc in Q2 2021 and held it in 15 quarters.
  • Eagle Bay Advisors's Everforth Inc position peaked at $127K in Q3 2023.
  • 305 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.