Essex Investment Management’s Everforth Inc EFOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-2,900
| Closed | -$145K | – | 301 |
|
|
2025
Q2 | $145K | Hold |
2,900
| – | – | 0.03% | 210 |
|
|
2025
Q1 | $183K | Hold |
2,900
| – | – | 0.04% | 185 |
|
|
2024
Q4 | $242K | Hold |
2,900
| – | – | 0.04% | 180 |
|
|
2024
Q3 | $270K | Hold |
2,900
| – | – | 0.05% | 176 |
|
|
2024
Q2 | $256K | Hold |
2,900
| – | – | 0.05% | 179 |
|
|
2024
Q1 | $304K | Hold |
2,900
| – | – | 0.06% | 192 |
|
|
2023
Q4 | $279K | Hold |
2,900
| – | – | 0.05% | 200 |
|
|
2023
Q3 | $237K | Hold |
2,900
| – | – | 0.04% | 259 |
|
|
2023
Q2 | $219K | Sell |
2,900
-13,694
| -83% | -$984K | 0.03% | 273 |
|
|
2023
Q1 | $1.37M | Sell |
16,594
-706
| -4% | -$61.2K | 0.2% | 156 |
|
|
2022
Q4 | $1.41M | Sell |
17,300
-432
| -2% | -$37.9K | 0.22% | 147 |
|
|
2022
Q3 | $1.6M | Sell |
17,732
-1,350
| -7% | -$131K | 0.26% | 124 |
|
|
2022
Q2 | $1.72M | Sell |
19,082
-1,292
| -6% | -$132K | 0.28% | 110 |
|
|
2022
Q1 | $2.38M | Sell |
20,374
-1,656
| -8% | -$188K | 0.3% | 102 |
|
|
2021
Q4 | $2.72M | Hold |
22,030
| – | – | 0.31% | 98 |
|
|
2021
Q3 | $2.49M | Buy |
22,030
+151
| +0.7% | +$15.9K | 0.31% | 104 |
|
|
2021
Q2 | $2.12M | Sell |
21,879
-2,007
| -8% | -$205K | 0.25% | 132 |
|
|
2021
Q1 | $2.28M | Sell |
23,886
-505
| -2% | -$46.6K | 0.28% | 117 |
|
|
2020
Q4 | $2.04M | Sell |
24,391
-81
| -0.3% | -$6.23K | 0.25% | 129 |
|
|
2020
Q3 | $1.55M | Sell |
24,472
-250
| -1% | -$17.2K | 0.22% | 145 |
|
|
2020
Q2 | $1.65M | Sell |
24,722
-88
| -0.4% | -$4.67K | 0.27% | 111 |
|
|
2020
Q1 | $876K | Sell |
24,810
-38,901
| -61% | -$2.2M | 0.18% | 174 |
|
|
2019
Q4 | $4.52M | Sell |
63,711
-1,500
| -2% | -$97.9K | 0.56% | 35 |
|
|
2019
Q3 | $4.1M | Sell |
65,211
-11,636
| -15% | -$719K | 0.59% | 36 |
|
|
2019
Q2 | $4.66M | Buy |
76,847
+5,974
| +8% | +$359K | 0.64% | 27 |
|
|
2019
Q1 | $4.5M | Buy |
70,873
+69,071
| +3,833% | +$4.32M | 0.66% | 32 |
|
|
2018
Q4 | $98K | Buy |
+1,802
| New | +$117K | 0.02% | 375 |
|
|
2014
Q2 | – | Sell |
-60,990
| Closed | -$2.35M | – | 355 |
|
|
2014
Q1 | $2.35M | Buy |
60,990
+22,266
| +57% | +$747K | 0.34% | 88 |
|
|
2013
Q4 | $1.35M | Buy |
38,724
+2,236
| +6% | +$74.5K | 0.19% | 155 |
|
|
2013
Q3 | $1.2M | Sell |
36,488
-2,811
| -7% | -$87.2K | 0.18% | 150 |
|
|
2013
Q2 | $1.05M | Buy |
+39,299
| New | +$989K | 0.19% | 145 |
|
Other funds holding EFOR
RP
Essex Investment Management's EFOR Position: Q3 2025 in Review
Essex Investment Management sold out of Everforth Inc (EFOR) in Q3 2025, closing a stake of 2,900 shares — an estimated $145K sold.
Essex Investment Management first reported a position in EFOR in Q2 2013 and held it in 31 quarters. The position peaked at $4.66M in Q2 2019. 298 funds tracked by Wall St. Rank hold EFOR as of Q3 2025.
- Essex Investment Management reported no remaining Everforth Inc position as of Q3 2025 after selling out during the quarter.
- Essex Investment Management sold 2,900 Everforth Inc shares in Q3 2025, an estimated $145K.
- Essex Investment Management first reported a position in Everforth Inc in Q2 2013 and held it in 31 quarters.
- Essex Investment Management's Everforth Inc position peaked at $4.66M in Q2 2019.
- 298 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2025.
Based on Essex Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.