LC
EFOR

Lindbrook Capital’s Everforth Inc EFOR Stock Holding History

Lindbrook Capital’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 		$24.1K Buy
382
+350
+1,094% +$26.9K ﹤0.01% 1281
2024
Q4 		$2.67K Sell
32
-6
-16% -$548 ﹤0.01% 2216
2024
Q3 		$3.54K Hold
38
– – ﹤0.01% 2151
2024
Q2 		$3.35K Buy
38
+13
+52% +$1.24K ﹤0.01% 2173
2024
Q1 		$2.62K Hold
25
– – ﹤0.01% 2146
2023
Q4 		$2.4K Buy
25
+9
+56% +$786 ﹤0.01% 2204
2023
Q3 		$1.31K Buy
16
+11
+220% +$876 ﹤0.01% 2273
2023
Q2 		$378 Buy
+5
New +$359 ﹤0.01% 2562
2023
Q1 		– Sell
-10
Closed -$815 – 2783
2022
Q4 		$815 Sell
10
-141
-93% -$12.4K ﹤0.01% 2503
2022
Q3 		$14K Buy
151
+140
+1,273% +$13.6K ﹤0.01% 1156
2022
Q2 		$1K Buy
11
+5
+83% +$513 ﹤0.01% 2141
2022
Q1 		$1K Buy
+6
New +$680 ﹤0.01% 2160

Other funds holding EFOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Lindbrook Capital's EFOR Position: Q1 2025 in Review

Lindbrook Capital increased its Everforth Inc (EFOR) stake by 1,094% in Q1 2025, buying an estimated $26.9K and bringing the position to 382 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1281.

Lindbrook Capital first reported a position in EFOR in Q1 2022 and has held it in 12 quarters since. 305 funds tracked by Wall St. Rank hold EFOR as of Q1 2025.

  • Lindbrook Capital held 382 shares of Everforth Inc worth $24.1K as of Q1 2025.
  • Lindbrook Capital bought 350 Everforth Inc shares in Q1 2025, an estimated $26.9K.
  • Everforth Inc made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1281 holding.
  • Lindbrook Capital first reported a position in Everforth Inc in Q1 2022 and has held it in 12 quarters since.
  • 305 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.