Macquarie Group
EFOR

Macquarie Group’s Everforth Inc EFOR Stock Holding History

Macquarie Group’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
Q4 		– Sell
-1,383,480
Closed -$65.5M – 901
2025
Q3 		$65.5M Sell
1,383,480
-120,802
-8% -$6.16M 0.08% 348
2025
Q2 		$75.1M Sell
1,504,282
-684,744
-31% -$37.4M 0.09% 306
2025
Q1 		$138M Buy
2,189,026
+44,279
+2% +$3.41M 0.17% 149
2024
Q4 		$179M Buy
2,144,747
+95,602
+5% +$8.73M 0.22% 99
2024
Q3 		$191M Sell
2,049,145
-511
-0% -$47.4K 0.21% 112
2024
Q2 		$181M Buy
2,049,656
+726,548
+55% +$69.4M 0.21% 113
2024
Q1 		$139M Sell
1,323,108
-34,693
-3% -$3.35M 0.16% 169
2023
Q4 		$131M Buy
1,357,801
+2,649
+0.2% +$231K 0.15% 184
2023
Q3 		$111M Buy
1,355,152
+49,957
+4% +$3.98M 0.14% 198
2023
Q2 		$98.7M Buy
1,305,195
+24,483
+2% +$1.76M 0.11% 233
2023
Q1 		$106M Buy
1,280,712
+25,898
+2% +$2.25M 0.13% 218
2022
Q4 		$102M Sell
1,254,814
-124,333
-9% -$10.9M 0.12% 234
2022
Q3 		$125M Sell
1,379,147
-9,650
-0.7% -$936K 0.15% 165
2022
Q2 		$125M Buy
1,388,797
+195,134
+16% +$20M 0.14% 182
2022
Q1 		$139K Buy
1,193,663
+88,990
+8% +$10.1M 0.11% 224
2021
Q4 		$136M Buy
1,104,673
+17,541
+2% +$2.14M 0.11% 241
2021
Q3 		$123M Buy
1,087,132
+3,692
+0.3% +$389K 0.1% 254
2021
Q2 		$105M Sell
1,083,440
-53,652
-5% -$5.48M 0.09% 291
2021
Q1 		$109M Sell
1,137,092
-65,011
-5% -$6M 0.15% 141
2020
Q4 		$100M Buy
1,202,103
+71,873
+6% +$5.53M 0.15% 154
2020
Q3 		$71.8M Sell
1,130,230
-92,295
-8% -$6.35M 0.12% 180
2020
Q2 		$81.5M Buy
1,222,525
+70,741
+6% +$3.75M 0.14% 153
2020
Q1 		$40.7M Buy
1,151,784
+63,868
+6% +$3.62M 0.08% 257
2019
Q4 		$77.2M Buy
1,087,916
+133,001
+14% +$8.68M 0.11% 183
2019
Q3 		$60M Buy
954,915
+58,910
+7% +$3.64M 0.1% 208
2019
Q2 		$54.3M Buy
896,005
+53,872
+6% +$3.24M 0.09% 239
2019
Q1 		$53.5M Buy
842,133
+205,322
+32% +$12.8M 0.09% 232
2018
Q4 		$34.7M Buy
636,811
+78,888
+14% +$5.14M 0.07% 297
2018
Q3 		$44M Sell
557,923
-69,893
-11% -$6.04M 0.07% 295
2018
Q2 		$49.1M Buy
627,816
+627,112
+89,078% +$51.3M 0.08% 245
2018
Q1 		$58K Sell
704
-665,885
-100% -$49.9M ﹤0.01% 1958
2017
Q4 		$42.8M Sell
666,589
-176,493
-21% -$10.7M 0.08% 259
2017
Q3 		$45.3M Sell
843,082
-4,906
-0.6% -$245K 0.08% 228
2017
Q2 		$45.9M Sell
847,988
-2,236
-0.3% -$115K 0.08% 220
2017
Q1 		$41.3M Buy
850,224
+132,292
+18% +$6.13M 0.08% 226
2016
Q4 		$31.7M Buy
717,932
+45,851
+7% +$1.82M 0.06% 295
2016
Q3 		$24.4M Sell
672,081
-765,323
-53% -$28.5M 0.05% 354
2016
Q2 		$53.1M Buy
1,437,404
+910,845
+173% +$33.5M 0.05% 308
2016
Q1 		$19.4M Buy
526,559
+128,403
+32% +$4.53M 0.04% 358
2015
Q4 		$17.9M Buy
398,156
+34,294
+9% +$1.5M 0.04% 380
2015
Q3 		$13.4M Buy
363,862
+73,999
+26% +$2.81M 0.03% 434
2015
Q2 		$11.4M Buy
289,863
+97,471
+51% +$3.72M 0.02% 495
2015
Q1 		$7.38M Buy
+192,392
New +$7.01M 0.01% 635
2014
Q1 		– Sell
-35,311
Closed -$1.23M – 1529
2013
Q4 		$1.23M Sell
35,311
-9,929
-22% -$331K ﹤0.01% 1113
2013
Q3 		$1.49M Sell
45,240
-11,903
-21% -$369K ﹤0.01% 1053
2013
Q2 		$1.53M Buy
+57,143
New +$1.44M ﹤0.01% 1028

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
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

Macquarie Group's EFOR Position: Q4 2025 in Review

Macquarie Group sold out of Everforth Inc (EFOR) in Q4 2025, closing a stake of 1,383,480 shares — an estimated $65.5M sold.

Macquarie Group first reported a position in EFOR in Q2 2013 and held it in 46 quarters. The position peaked at $191M in Q3 2024. 275 funds tracked by Wall St. Rank hold EFOR as of Q4 2025.

  • Macquarie Group reported no remaining Everforth Inc position as of Q4 2025 after selling out during the quarter.
  • Macquarie Group sold 1,383,480 Everforth Inc shares in Q4 2025, an estimated $65.5M.
  • Macquarie Group first reported a position in Everforth Inc in Q2 2013 and held it in 46 quarters.
  • Macquarie Group's Everforth Inc position peaked at $191M in Q3 2024.
  • 275 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2025.

Based on Macquarie Group's 13F filing for Q4 2025, filed 13 Feb 2026.