Federated Hermes
EFOR

Federated Hermes’s Everforth Inc EFOR Stock Holding History

Federated Hermes’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 		$7.09M Sell
183,284
-28,314
-13% -$1.26M 0.01% 732
2025
Q4 		$10.2M Buy
211,598
+151,399
+251% +$6.98M 0.02% 607
2025
Q3 		$2.85M Sell
60,199
-58,414
-49% -$2.98M 0.01% 857
2025
Q2 		$5.92M Buy
118,613
+114,418
+2,727% +$6.25M 0.01% 688
2025
Q1 		$264K Sell
4,195
-458
-10% -$35.3K ﹤0.01% 1453
2024
Q4 		$388K Buy
4,653
+114
+3% +$10.4K ﹤0.01% 1375
2024
Q3 		$423K Sell
4,539
-1,885
-29% -$175K ﹤0.01% 1359
2024
Q2 		$566K Sell
6,424
-237
-4% -$22.6K ﹤0.01% 1285
2024
Q1 		$698K Sell
6,661
-659
-9% -$63.7K ﹤0.01% 1251
2023
Q4 		$704K Sell
7,320
-2,963
-29% -$259K ﹤0.01% 1248
2023
Q3 		$840K Sell
10,283
-62,196
-86% -$4.95M ﹤0.01% 1174
2023
Q2 		$5.48M Sell
72,479
-3,344
-4% -$240K 0.01% 670
2023
Q1 		$6.27M Buy
75,823
+5,116
+7% +$444K 0.02% 649
2022
Q4 		$5.76M Sell
70,707
-2,414
-3% -$212K 0.02% 658
2022
Q3 		$6.61M Buy
73,121
+5,622
+8% +$545K 0.02% 623
2022
Q2 		$6.09M Buy
67,499
+58,695
+667% +$6.02M 0.02% 652
2022
Q1 		$1.03M Sell
8,804
-2,240
-20% -$254K ﹤0.01% 1241
2021
Q4 		$1.36M Buy
11,044
+1,704
+18% +$208K ﹤0.01% 1162
2021
Q3 		$1.06M Sell
9,340
-274
-3% -$28.8K ﹤0.01% 1257
2021
Q2 		$932K Sell
9,614
-701
-7% -$71.6K ﹤0.01% 1342
2021
Q1 		$984K Sell
10,315
-11,115
-52% -$1.03M ﹤0.01% 1380
2020
Q4 		$1.79M Sell
21,430
-5,825
-21% -$448K ﹤0.01% 1100
2020
Q3 		$1.73M Sell
27,255
-4,056
-13% -$279K ﹤0.01% 1050
2020
Q2 		$2.09M Sell
31,311
-164,102
-84% -$8.71M 0.01% 982
2020
Q1 		$6.9M Buy
195,413
+177,084
+966% +$10M 0.02% 561
2019
Q4 		$1.3M Sell
18,329
-2,225
-11% -$145K ﹤0.01% 1173
2019
Q3 		$1.29M Sell
20,554
-6,476
-24% -$400K ﹤0.01% 1193
2019
Q2 		$1.64M Sell
27,030
-1,361
-5% -$81.8K ﹤0.01% 1117
2019
Q1 		$1.8M Sell
28,391
-2,127
-7% -$133K ﹤0.01% 1086
2018
Q4 		$1.66M Sell
30,518
-73,344
-71% -$4.78M ﹤0.01% 1097
2018
Q3 		$8.2M Sell
103,862
-137,423
-57% -$11.9M 0.02% 647
2018
Q2 		$18.9M Buy
+241,285
New +$19.7M 0.06% 269
2018
Q1 		– Sell
-180
Closed -$12K – 2156
2017
Q4 		$12K Sell
180
-5
-3% -$303 ﹤0.01% 1851
2017
Q3 		$10K Buy
+185
New +$9.26K ﹤0.01% 1841
2016
Q4 		– Sell
-8,720
Closed -$316K – 2097
2016
Q3 		$316K Buy
+8,720
New +$324K ﹤0.01% 1402
2014
Q4 		– Sell
-17
Closed -$1K – 1964
2014
Q3 		$1K Sell
17
-1,028
-98% -$31.9K ﹤0.01% 1945
2014
Q2 		$37K Sell
1,045
-105
-9% -$3.76K ﹤0.01% 1666
2014
Q1 		$44K Sell
1,150
-1,123
-49% -$37.7K ﹤0.01% 1659
2013
Q4 		$79K Buy
+2,273
New +$75.7K ﹤0.01% 1614

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

Federated Hermes's EFOR Position: Q1 2026 in Review

Federated Hermes reduced its Everforth Inc (EFOR) stake by 13% in Q1 2026, selling an estimated $1.26M and leaving 183,284 shares worth $7.09M. The position accounts for 0.01% of the portfolio, ranked #732.

Federated Hermes first reported a position in EFOR in Q4 2013 and has held it in 39 quarters since. The position peaked at $18.9M in Q2 2018. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Federated Hermes held 183,284 shares of Everforth Inc worth $7.09M as of Q1 2026.
  • Federated Hermes sold 28,314 Everforth Inc shares in Q1 2026, an estimated $1.26M.
  • Everforth Inc made up 0.01% of Federated Hermes's portfolio in Q1 2026, its #732 holding.
  • Federated Hermes first reported a position in Everforth Inc in Q4 2013 and has held it in 39 quarters since.
  • Federated Hermes's Everforth Inc position peaked at $18.9M in Q2 2018.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Federated Hermes's 13F filing for Q1 2026, filed 11 May 2026.