FC
EFOR

FORA Capital’s Everforth Inc EFOR Stock Holding History

FORA Capital’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
Q3 		– Sell
-8,082
Closed -$404K – 481
2025
Q2 		$404K Buy
+8,082
New +$442K 0.04% 357
2024
Q4 		– Sell
-3,259
Closed -$304K – 392
2024
Q3 		$304K Buy
+3,259
New +$302K 0.04% 359
2020
Q4 		– Sell
-1,488
Closed -$95K – 910
2020
Q3 		$95K Buy
+1,488
New +$102K 0.06% 305
2020
Q2 		– Sell
-3,817
Closed -$135K – 884
2020
Q1 		$135K Buy
+3,817
New +$216K 0.03% 539

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FORA Capital's EFOR Position: Q3 2025 in Review

FORA Capital sold out of Everforth Inc (EFOR) in Q3 2025, closing a stake of 8,082 shares — an estimated $404K sold.

FORA Capital first reported a position in EFOR in Q1 2020 and held it in 4 quarters. The position peaked at $404K in Q2 2025. 298 funds tracked by Wall St. Rank hold EFOR as of Q3 2025.

  • FORA Capital reported no remaining Everforth Inc position as of Q3 2025 after selling out during the quarter.
  • FORA Capital sold 8,082 Everforth Inc shares in Q3 2025, an estimated $404K.
  • FORA Capital first reported a position in Everforth Inc in Q1 2020 and held it in 4 quarters.
  • FORA Capital's Everforth Inc position peaked at $404K in Q2 2025.
  • 298 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2025.

Based on FORA Capital's 13F filing for Q3 2025, filed 13 Nov 2025.