GIM
EFOR

Glenmede Investment Management’s Everforth Inc EFOR Stock Holding History

Glenmede Investment 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
2025
Q3 		$11.7M Buy
247,936
+21,048
+9% +$1.07M 0.06% 316
2025
Q2 		$11.3M Buy
+226,888
New +$12.4M 0.06% 327

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

Glenmede Investment Management's EFOR Position: Q3 2025 in Review

Glenmede Investment Management increased its Everforth Inc (EFOR) stake by 9.3% in Q3 2025, buying an estimated $1.07M and bringing the position to 247,936 shares worth $11.7M. The position accounts for 0.06% of the portfolio, ranked #316.

Glenmede Investment Management first reported a position in EFOR in Q2 2025 and has held it in 2 quarters since. 298 funds tracked by Wall St. Rank hold EFOR as of Q3 2025.

  • Glenmede Investment Management held 247,936 shares of Everforth Inc worth $11.7M as of Q3 2025.
  • Glenmede Investment Management bought 21,048 Everforth Inc shares in Q3 2025, an estimated $1.07M.
  • Everforth Inc made up 0.06% of Glenmede Investment Management's portfolio in Q3 2025, its #316 holding.
  • Glenmede Investment Management first reported a position in Everforth Inc in Q2 2025 and has held it in 2 quarters since.
  • 298 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2025.

Based on Glenmede Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.