MOACM
EFOR

Mutual of America Capital Management’s Everforth Inc EFOR Stock Holding History

Mutual of America Capital 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
2026
Q1 		– Sell
-17,771
Closed -$856K – 1366
2025
Q4 		$856K Sell
17,771
-2,457
-12% -$113K 0.01% 988
2025
Q3 		$958K Sell
20,228
-1,555
-7% -$79.3K 0.01% 979
2025
Q2 		$1.09M Sell
21,783
-965
-4% -$52.7K 0.01% 957
2025
Q1 		$1.43M Sell
22,748
-601
-3% -$46.3K 0.02% 924
2024
Q4 		$1.95M Sell
23,349
-865
-4% -$79K 0.02% 863
2024
Q3 		$2.26M Sell
24,214
-2,067
-8% -$192K 0.02% 849
2024
Q2 		$2.32M Sell
26,281
-1,842
-7% -$176K 0.03% 815
2024
Q1 		$2.95M Sell
28,123
-1,095
-4% -$106K 0.03% 741
2023
Q4 		$2.81M Sell
29,218
-2,282
-7% -$199K 0.03% 742
2023
Q3 		$2.57M Sell
31,500
-4,453
-12% -$355K 0.03% 747
2023
Q2 		$2.72M Sell
35,953
-4,208
-10% -$303K 0.03% 782
2023
Q1 		$3.32M Sell
40,161
-841
-2% -$72.9K 0.04% 696
2022
Q4 		$3.34M Buy
41,002
+662
+2% +$58.1K 0.04% 670
2022
Q3 		$3.65M Sell
40,340
-2,404
-6% -$233K 0.05% 570
2022
Q2 		$3.86M Sell
42,744
-4,765
-10% -$489K 0.05% 565
2022
Q1 		$5.54M Buy
47,509
+904
+2% +$102K 0.06% 480
2021
Q4 		$5.75M Sell
46,605
-34
-0.1% -$4.16K 0.06% 481
2021
Q3 		$5.28M Sell
46,639
-980
-2% -$103K 0.05% 502
2021
Q2 		$4.62M Sell
47,619
-120
-0.3% -$12.3K 0.05% 575
2021
Q1 		$4.56M Sell
47,739
-1,227
-3% -$113K 0.05% 568
2020
Q4 		$4.09M Sell
48,966
-236
-0.5% -$18.2K 0.05% 570
2020
Q3 		$3.13M Sell
49,202
-568
-1% -$39.1K 0.04% 603
2020
Q2 		$3.32M Buy
49,770
+606
+1% +$32.1K 0.05% 559
2020
Q1 		$1.74M Buy
49,164
+2,197
+5% +$124K 0.03% 768
2019
Q4 		$3.33M Sell
46,967
-147
-0.3% -$9.6K 0.04% 658
2019
Q3 		$2.96M Sell
47,114
-40,554
-46% -$2.5M 0.04% 680
2019
Q2 		$5.31M Sell
87,668
-18,460
-17% -$1.11M 0.08% 369
2019
Q1 		$6.74M Buy
106,128
+1,251
+1% +$78.2K 0.1% 246
2018
Q4 		$5.72M Buy
104,877
+45,312
+76% +$2.95M 0.09% 271
2018
Q3 		$4.7M Buy
59,565
+384
+0.6% +$33.2K 0.07% 442
2018
Q2 		$4.63M Buy
59,181
+181
+0.3% +$14.8K 0.07% 434
2018
Q1 		$4.83M Buy
+59,000
New +$4.42M 0.07% 392
2014
Q4 		– Sell
-167,332
Closed -$4.49M – 1245
2014
Q3 		$4.49M Sell
167,332
-6,000
-3% -$186K 0.11% 222
2014
Q2 		$6.17M Sell
173,332
-29,094
-14% -$1.04M 0.14% 132
2014
Q1 		$7.81M Hold
202,426
– – 0.19% 81
2013
Q4 		$7.07M Buy
202,426
+16,088
+9% +$536K 0.17% 95
2013
Q3 		$6.15M Buy
186,338
+15,815
+9% +$490K 0.17% 105
2013
Q2 		$4.56M Buy
+170,523
New +$4.29M 0.13% 165

Other funds holding EFOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 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

Mutual of America Capital Management's EFOR Position: Q1 2026 in Review

Mutual of America Capital Management sold out of Everforth Inc (EFOR) in Q1 2026, closing a stake of 17,771 shares — an estimated $856K sold.

Mutual of America Capital Management first reported a position in EFOR in Q2 2013 and held it in 38 quarters. The position peaked at $7.81M in Q1 2014. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Mutual of America Capital Management reported no remaining Everforth Inc position as of Q1 2026 after selling out during the quarter.
  • Mutual of America Capital Management sold 17,771 Everforth Inc shares in Q1 2026, an estimated $856K.
  • Mutual of America Capital Management first reported a position in Everforth Inc in Q2 2013 and held it in 38 quarters.
  • Mutual of America Capital Management's Everforth Inc position peaked at $7.81M in Q1 2014.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Mutual of America Capital Management's 13F filing for Q1 2026, filed 7 May 2026.