Hillsdale Investment Management’s Everforth Inc EFOR Stock Holding History

Hillsdale 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
2026 Q2	–	Sell	-94,000	Closed	-$3.64M	–	657
2026 Q1	$3.64M	Sell	94,000 -5,800	-6%	-$258K	0.1%	251
2025 Q4	$4.81M	Buy	99,800 +9,200	+10%	+$424K	0.13%	207
2025 Q3	$4.29M	Buy	+90,600	New	+$4.62M	0.13%	227
2022 Q3	–	Sell	-6,300	Closed	-$569K	–	542
2022 Q2	$569K	Sell	6,300 -1,800	-22%	-$185K	0.05%	296
2022 Q1	$945K	Buy	+8,100	New	+$918K	0.06%	241
2018 Q2	–	Sell	-20,400	Closed	-$1.67M	–	495
2018 Q1	$1.67M	Buy	+20,400	New	+$1.53M	0.23%	58
2015 Q3	–	Sell	-9,100	Closed	-$357K	–	495
2015 Q2	$357K	Sell	9,100 -2,200	-19%	-$84K	0.11%	179
2015 Q1	$434K	Hold	11,300	–	–	0.11%	150
2014 Q4	$375K	Buy	11,300 +1,000	+10%	+$30.1K	0.1%	170
2014 Q3	$277K	Buy	10,300 +1,000	+11%	+$31K	0.09%	215
2014 Q2	$331K	Buy	+9,300	New	+$333K	0.08%	186

Other funds holding EFOR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Hillsdale Investment Management's EFOR Position: Q2 2026 in Review

Hillsdale Investment Management sold out of Everforth Inc (EFOR) in Q2 2026, closing a stake of 94,000 shares — an estimated $3.64M sold.

Hillsdale Investment Management first reported a position in EFOR in Q2 2014 and held it in 11 quarters. The position peaked at $4.81M in Q4 2025. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

Hillsdale Investment Management reported no remaining Everforth Inc position as of Q2 2026 after selling out during the quarter.
Hillsdale Investment Management sold 94,000 Everforth Inc shares in Q2 2026, an estimated $3.64M.
Hillsdale Investment Management first reported a position in Everforth Inc in Q2 2014 and held it in 11 quarters.
Hillsdale Investment Management's Everforth Inc position peaked at $4.81M in Q4 2025.
247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.