MAM
EFOR

Martingale Asset Management’s Everforth Inc EFOR Stock Holding History

Martingale Asset Management’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
-17,819
Closed -$1.12M – 785
2025
Q1 		$1.12M Sell
17,819
-9,192
-34% -$708K 0.03% 431
2024
Q4 		$2.25M Buy
27,011
+1,911
+8% +$174K 0.05% 293
2024
Q3 		$2.34M Sell
25,100
-1
-0% -$93 0.05% 273
2024
Q2 		$2.21M Sell
25,101
-4,545
-15% -$434K 0.05% 274
2024
Q1 		$3.11M Buy
29,646
+4,824
+19% +$466K 0.06% 205
2023
Q4 		$2.39M Buy
24,822
+16,368
+194% +$1.43M 0.05% 247
2023
Q3 		$691K Buy
8,454
+440
+5% +$35K 0.01% 538
2023
Q2 		$606K Buy
8,014
+2,701
+51% +$194K 0.01% 573
2023
Q1 		$439K Sell
5,313
-800
-13% -$69.4K 0.01% 642
2022
Q4 		$498K Sell
6,113
-6
-0.1% -$526 0.01% 614
2022
Q3 		$553K Sell
6,119
-1,601
-21% -$155K 0.01% 599
2022
Q2 		$697K Buy
7,720
+2,200
+40% +$226K 0.01% 572
2022
Q1 		$645K Sell
5,520
-1,340
-20% -$152K 0.01% 582
2021
Q4 		$847K Buy
+6,860
New +$839K 0.01% 534
2021
Q2 		– Sell
-22,136
Closed -$2.11M – 829
2021
Q1 		$2.11M Sell
22,136
-206
-0.9% -$19K 0.02% 264
2020
Q4 		$1.87M Sell
22,342
-9,902
-31% -$762K 0.02% 298
2020
Q3 		$2.05M Sell
32,244
-6,298
-16% -$433K 0.02% 410
2020
Q2 		$2.57M Sell
38,542
-4,602
-11% -$244K 0.03% 455
2020
Q1 		$1.52M Buy
43,144
+11,407
+36% +$646K 0.02% 556
2019
Q4 		$2.25M Buy
31,737
+8,104
+34% +$529K 0.02% 573
2019
Q3 		$1.49M Buy
+23,633
New +$1.46M 0.02% 662

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

Martingale Asset Management's EFOR Position: Q2 2025 in Review

Martingale Asset Management sold out of Everforth Inc (EFOR) in Q2 2025, closing a stake of 17,819 shares — an estimated $1.12M sold.

Martingale Asset Management first reported a position in EFOR in Q3 2019 and held it in 21 quarters. The position peaked at $3.11M in Q1 2024. 287 funds tracked by Wall St. Rank hold EFOR as of Q2 2025.

  • Martingale Asset Management reported no remaining Everforth Inc position as of Q2 2025 after selling out during the quarter.
  • Martingale Asset Management sold 17,819 Everforth Inc shares in Q2 2025, an estimated $1.12M.
  • Martingale Asset Management first reported a position in Everforth Inc in Q3 2019 and held it in 21 quarters.
  • Martingale Asset Management's Everforth Inc position peaked at $3.11M in Q1 2024.
  • 287 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2025.

Based on Martingale Asset Management's 13F filing for Q2 2025, filed 11 Aug 2025.