Jennison Associates
EFOR

Jennison Associates’s Everforth Inc EFOR Stock Holding History

Jennison Associates’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 		– Sell
-320,157
Closed -$15.4M – 572
2025
Q4 		$15.4M Sell
320,157
-272,890
-46% -$12.6M 0.01% 362
2025
Q3 		$28.1M Sell
593,047
-72,835
-11% -$3.72M 0.02% 296
2025
Q2 		$33.2M Buy
665,882
+79,248
+14% +$4.33M 0.02% 272
2025
Q1 		$37M Sell
586,634
-148,695
-20% -$11.4M 0.03% 249
2024
Q4 		$61.3M Buy
735,329
+320
+0% +$29.2K 0.04% 199
2024
Q3 		$68.5M Buy
735,009
+4,622
+0.6% +$429K 0.04% 174
2024
Q2 		$64.4M Buy
730,387
+85,213
+13% +$8.14M 0.04% 172
2024
Q1 		$67.6M Buy
645,174
+59,401
+10% +$5.74M 0.05% 172
2023
Q4 		$56.3M Buy
585,773
+337,059
+136% +$29.4M 0.04% 183
2023
Q3 		$20.3M Sell
248,714
-7,533
-3% -$600K 0.02% 312
2023
Q2 		$19.4M Buy
256,247
+11,222
+5% +$807K 0.02% 325
2023
Q1 		$20.3M Sell
245,025
-194,904
-44% -$16.9M 0.02% 327
2022
Q4 		$35.8M Sell
439,929
-111,141
-20% -$9.75M 0.04% 235
2022
Q3 		$49.8M Buy
551,070
+7,930
+1% +$769K 0.05% 176
2022
Q2 		$49M Buy
543,140
+15,119
+3% +$1.55M 0.05% 172
2022
Q1 		$61.6M Buy
528,021
+14,331
+3% +$1.62M 0.05% 171
2021
Q4 		$63.4M Sell
513,690
-8,345
-2% -$1.02M 0.04% 180
2021
Q3 		$59.1M Buy
522,035
+49,685
+11% +$5.23M 0.04% 187
2021
Q2 		$45.8M Buy
472,350
+202,334
+75% +$20.7M 0.03% 233
2021
Q1 		$25.8M Buy
+270,016
New +$24.9M 0.02% 323

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

Jennison Associates's EFOR Position: Q1 2026 in Review

Jennison Associates sold out of Everforth Inc (EFOR) in Q1 2026, closing a stake of 320,157 shares — an estimated $15.4M sold.

Jennison Associates first reported a position in EFOR in Q1 2021 and held it in 20 quarters. The position peaked at $68.5M in Q3 2024. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Jennison Associates reported no remaining Everforth Inc position as of Q1 2026 after selling out during the quarter.
  • Jennison Associates sold 320,157 Everforth Inc shares in Q1 2026, an estimated $15.4M.
  • Jennison Associates first reported a position in Everforth Inc in Q1 2021 and held it in 20 quarters.
  • Jennison Associates's Everforth Inc position peaked at $68.5M in Q3 2024.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Jennison Associates's 13F filing for Q1 2026, filed 6 May 2026.