FRM
EFOR

Fox Run Management’s Everforth Inc EFOR Stock Holding History

Fox Run Management’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 		– Sell
-7,645
Closed -$368K – 902
2025
Q4 		$368K Sell
7,645
-18,615
-71% -$858K 0.06% 625
2025
Q3 		$1.24M Buy
+26,260
New +$1.34M 0.19% 139
2025
Q2 		– Sell
-7,982
Closed -$503K – 853
2025
Q1 		$503K Buy
7,982
+898
+13% +$69.1K 0.08% 499
2024
Q4 		$590K Buy
+7,084
New +$647K 0.11% 380
2024
Q1 		– Sell
-2,508
Closed -$241K – 745
2023
Q4 		$241K Sell
2,508
-8,278
-77% -$723K 0.06% 571
2023
Q3 		$881K Buy
+10,786
New +$859K 0.26% 97
2019
Q3 		– Sell
-3,472
Closed -$210K – 358
2019
Q2 		$210K Sell
3,472
-234
-6% -$14.1K 0.14% 354
2019
Q1 		$235K Sell
3,706
-3,772
-50% -$236K 0.13% 350
2018
Q4 		$408K Buy
+7,478
New +$487K 0.22% 174
2017
Q4 		– Sell
-8,600
Closed -$462K – 658
2017
Q3 		$462K Buy
8,600
+4,400
+105% +$220K 0.13% 318
2017
Q2 		$227K Buy
+4,200
New +$216K 0.08% 505
2016
Q2 		– Sell
-7,400
Closed -$273K – 532
2016
Q1 		$273K Buy
+7,400
New +$261K 0.18% 255

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

Fox Run Management's EFOR Position: Q1 2026 in Review

Fox Run Management sold out of Everforth Inc (EFOR) in Q1 2026, closing a stake of 7,645 shares — an estimated $368K sold.

Fox Run Management first reported a position in EFOR in Q1 2016 and held it in 12 quarters. The position peaked at $1.24M in Q3 2025. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Fox Run Management reported no remaining Everforth Inc position as of Q1 2026 after selling out during the quarter.
  • Fox Run Management sold 7,645 Everforth Inc shares in Q1 2026, an estimated $368K.
  • Fox Run Management first reported a position in Everforth Inc in Q1 2016 and held it in 12 quarters.
  • Fox Run Management's Everforth Inc position peaked at $1.24M in Q3 2025.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Fox Run Management's 13F filing for Q1 2026, filed 12 May 2026.