GLA
EFOR

Great Lakes Advisors’s Everforth Inc EFOR Stock Holding History

Great Lakes Advisors’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
Q2 		– Sell
-53,318
Closed -$3.36M – 812
2025
Q1 		$3.36M Buy
+53,318
New +$4.1M 0.03% 351
2024
Q4 		– Sell
-116,317
Closed -$10.8M – 819
2024
Q3 		$10.8M Buy
+116,317
New +$10.8M 0.09% 194
2016
Q1 		– Sell
-19,462
Closed -$875K – 551
2015
Q4 		$875K Buy
19,462
+1,986
+11% +$86.8K 0.03% 350
2015
Q3 		$645K Buy
+17,476
New +$664K 0.02% 388

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Great Lakes Advisors's EFOR Position: Q2 2025 in Review

Great Lakes Advisors sold out of Everforth Inc (EFOR) in Q2 2025, closing a stake of 53,318 shares — an estimated $3.36M sold.

Great Lakes Advisors first reported a position in EFOR in Q3 2015 and held it in 4 quarters. The position peaked at $10.8M in Q3 2024. 287 funds tracked by Wall St. Rank hold EFOR as of Q2 2025.

  • Great Lakes Advisors reported no remaining Everforth Inc position as of Q2 2025 after selling out during the quarter.
  • Great Lakes Advisors sold 53,318 Everforth Inc shares in Q2 2025, an estimated $3.36M.
  • Great Lakes Advisors first reported a position in Everforth Inc in Q3 2015 and held it in 4 quarters.
  • Great Lakes Advisors's Everforth Inc position peaked at $10.8M in Q3 2024.
  • 287 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2025.

Based on Great Lakes Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.