LA
EFOR

Lindenwold Advisors’s Everforth Inc EFOR Stock Holding History

Lindenwold 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
-3,640
Closed -$229K – 110
2025
Q1 		$229K Sell
3,640
-55
-1% -$4.23K 0.13% 95
2024
Q4 		$308K Sell
3,695
-144
-4% -$13.1K 0.16% 90
2024
Q3 		$358K Buy
3,839
+78
+2% +$7.24K 0.18% 83
2024
Q2 		$332K Sell
3,761
-112
-3% -$10.7K 0.18% 85
2024
Q1 		$406K Buy
3,873
+42
+1% +$4.06K 0.22% 82
2023
Q4 		$368K Sell
3,831
-109
-3% -$9.52K 0.21% 83
2023
Q3 		$322K Buy
3,940
+10
+0.3% +$796 0.2% 82
2023
Q2 		$297K Sell
3,930
-1,065
-21% -$76.6K 0.18% 89
2023
Q1 		$413K Sell
4,995
-3
-0.1% -$260 0.26% 77
2022
Q4 		$407K Sell
4,998
-340
-6% -$29.8K 0.27% 78
2022
Q3 		$482K Buy
5,338
+85
+2% +$8.24K 0.36% 68
2022
Q2 		$474K Buy
5,253
+39
+0.7% +$4K 0.34% 70
2022
Q1 		$609K Buy
5,214
+304
+6% +$34.5K 0.37% 65
2021
Q4 		$606K Buy
+4,910
New +$600K 0.35% 69

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

Lindenwold Advisors's EFOR Position: Q2 2025 in Review

Lindenwold Advisors sold out of Everforth Inc (EFOR) in Q2 2025, closing a stake of 3,640 shares — an estimated $229K sold.

Lindenwold Advisors first reported a position in EFOR in Q4 2021 and held it in 14 quarters. The position peaked at $609K in Q1 2022. 287 funds tracked by Wall St. Rank hold EFOR as of Q2 2025.

  • Lindenwold Advisors reported no remaining Everforth Inc position as of Q2 2025 after selling out during the quarter.
  • Lindenwold Advisors sold 3,640 Everforth Inc shares in Q2 2025, an estimated $229K.
  • Lindenwold Advisors first reported a position in Everforth Inc in Q4 2021 and held it in 14 quarters.
  • Lindenwold Advisors's Everforth Inc position peaked at $609K in Q1 2022.
  • 287 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2025.

Based on Lindenwold Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.