LOAMU
EFOR

Lombard Odier Asset Management (USA)’s Everforth Inc EFOR Stock Holding History

Lombard Odier Asset Management (USA)’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 		– Sell
-9,234
Closed -$770K – 209
2024
Q4 		$770K Buy
+9,234
New +$843K 0.06% 160

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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 $2.9T AUM 29.55% 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 $156B AUM 27.51% 1-Year Est. Return

Lombard Odier Asset Management (USA)'s EFOR Position: Q1 2025 in Review

Lombard Odier Asset Management (USA) sold out of Everforth Inc (EFOR) in Q1 2025, closing a stake of 9,234 shares — an estimated $770K sold.

Lombard Odier Asset Management (USA) first reported a position in EFOR in Q4 2024 and held it in 1 quarter. The position peaked at $770K in Q4 2024. 305 funds tracked by Wall St. Rank hold EFOR as of Q1 2025.

  • Lombard Odier Asset Management (USA) reported no remaining Everforth Inc position as of Q1 2025 after selling out during the quarter.
  • Lombard Odier Asset Management (USA) sold 9,234 Everforth Inc shares in Q1 2025, an estimated $770K.
  • Lombard Odier Asset Management (USA) first reported a position in Everforth Inc in Q4 2024 and held it in 1 quarter.
  • Lombard Odier Asset Management (USA)'s Everforth Inc position peaked at $770K in Q4 2024.
  • 305 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2025.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q1 2025, filed 15 May 2025.