M&G plc’s Everforth Inc EFOR Stock Holding History

M&G plc’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 Q3	–	Sell	-188,795	Closed	-$9.44M	–	378
2025 Q2	$9.44M	Buy	+188,795	New	+$10.3M	0.05%	215

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

M&G plc's EFOR Position: Q3 2025 in Review

M&G plc sold out of Everforth Inc (EFOR) in Q3 2025, closing a stake of 188,795 shares — an estimated $9.44M sold.

M&G plc first reported a position in EFOR in Q2 2025 and held it in 1 quarter. The position peaked at $9.44M in Q2 2025. 298 funds tracked by Wall St. Rank hold EFOR as of Q3 2025.

M&G plc reported no remaining Everforth Inc position as of Q3 2025 after selling out during the quarter.
M&G plc sold 188,795 Everforth Inc shares in Q3 2025, an estimated $9.44M.
M&G plc first reported a position in Everforth Inc in Q2 2025 and held it in 1 quarter.
M&G plc's Everforth Inc position peaked at $9.44M in Q2 2025.
298 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2025.

Based on M&G plc's 13F filing for Q3 2025, filed 7 Nov 2025.