HIM
EFOR

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
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
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

Hillsdale Investment Management's EFOR Position: Q1 2026 in Review

Hillsdale Investment Management reduced its Everforth Inc (EFOR) stake by 5.8% in Q1 2026, selling an estimated $258K and leaving 94,000 shares worth $3.64M. The position accounts for 0.1% of the portfolio, ranked #251.

Hillsdale Investment Management first reported a position in EFOR in Q2 2014 and has held it in 11 quarters since. The position peaked at $4.81M in Q4 2025. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Hillsdale Investment Management held 94,000 shares of Everforth Inc worth $3.64M as of Q1 2026.
  • Hillsdale Investment Management sold 5,800 Everforth Inc shares in Q1 2026, an estimated $258K.
  • Everforth Inc made up 0.1% of Hillsdale Investment Management's portfolio in Q1 2026, its #251 holding.
  • Hillsdale Investment Management first reported a position in Everforth Inc in Q2 2014 and has held it in 11 quarters since.
  • Hillsdale Investment Management's Everforth Inc position peaked at $4.81M in Q4 2025.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.