MM
EFOR

MQS Management’s Everforth Inc EFOR Stock Holding History

MQS 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
-5,548
Closed -$350K – 454
2025
Q1 		$350K Buy
+5,548
New +$427K 0.2% 221
2024
Q4 		– Sell
-3,516
Closed -$328K – 53
2024
Q3 		$328K Buy
3,516
+7
+0.2% +$649 0.18% 242
2024
Q2 		$309K Buy
+3,509
New +$335K 0.19% 239
2024
Q1 		– Sell
-4,825
Closed -$464K – 443
2023
Q4 		$464K Buy
+4,825
New +$421K 0.26% 140
2023
Q2 		– Sell
-6,169
Closed -$510K – 402
2023
Q1 		$510K Buy
6,169
+2,068
+50% +$179K 0.33% 92
2022
Q4 		$334K Buy
+4,101
New +$360K 0.23% 180

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

MQS Management's EFOR Position: Q2 2025 in Review

MQS Management sold out of Everforth Inc (EFOR) in Q2 2025, closing a stake of 5,548 shares — an estimated $350K sold.

MQS Management first reported a position in EFOR in Q4 2022 and held it in 6 quarters. The position peaked at $510K in Q1 2023. 287 funds tracked by Wall St. Rank hold EFOR as of Q2 2025.

  • MQS Management reported no remaining Everforth Inc position as of Q2 2025 after selling out during the quarter.
  • MQS Management sold 5,548 Everforth Inc shares in Q2 2025, an estimated $350K.
  • MQS Management first reported a position in Everforth Inc in Q4 2022 and held it in 6 quarters.
  • MQS Management's Everforth Inc position peaked at $510K in Q1 2023.
  • 287 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2025.

Based on MQS Management's 13F filing for Q2 2025, filed 31 Jul 2025.