Grantham, Mayo, Van Otterloo & Co (GMO)’s Everforth Inc EFOR Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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 Q1	–	Sell	-460,300	Closed	-$38.4M	–	620
2024 Q4	$38.4M	Buy	460,300 +119,317	+35%	+$10.9M	0.12%	106
2024 Q3	$31.8M	Buy	340,983 +37,020	+12%	+$3.43M	0.1%	141
2024 Q2	$26.8M	Buy	303,963 +2,922	+1%	+$279K	0.09%	148
2024 Q1	$31.5M	Buy	301,041 +150,281	+100%	+$14.5M	0.11%	131
2023 Q4	$14.5M	Sell	150,760 -38,446	-20%	-$3.36M	0.06%	207
2023 Q3	$15.5M	Buy	189,206 +124,495	+192%	+$9.91M	0.07%	211
2023 Q2	$4.89M	Buy	+64,711	New	+$4.65M	0.02%	334

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s EFOR Position: Q1 2025 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of Everforth Inc (EFOR) in Q1 2025, closing a stake of 460,300 shares — an estimated $38.4M sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in EFOR in Q2 2023 and held it in 7 quarters. The position peaked at $38.4M in Q4 2024. 305 funds tracked by Wall St. Rank hold EFOR as of Q1 2025.

Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining Everforth Inc position as of Q1 2025 after selling out during the quarter.
Grantham, Mayo, Van Otterloo & Co (GMO) sold 460,300 Everforth Inc shares in Q1 2025, an estimated $38.4M.
Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Everforth Inc in Q2 2023 and held it in 7 quarters.
Grantham, Mayo, Van Otterloo & Co (GMO)'s Everforth Inc position peaked at $38.4M in Q4 2024.
305 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2025.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q1 2025, filed 14 May 2025.