NPPM
EFOR

North Point Portfolio Managers’s Everforth Inc EFOR Stock Holding History

North Point Portfolio Managers’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
-123,760
Closed -$7.8M – 73
2025
Q1 		$7.8M Buy
123,760
+125
+0.1% +$9.62K 1.37% 36
2024
Q4 		$10.3M Sell
123,635
-4,528
-4% -$413K 1.79% 33
2024
Q3 		$11.9M Sell
128,163
-661
-0.5% -$61.3K 1.92% 29
2024
Q2 		$11.4M Buy
128,824
+1,050
+0.8% +$100K 2% 30
2024
Q1 		$13.4M Buy
127,774
+512
+0.4% +$49.5K 2.26% 23
2023
Q4 		$12.2M Buy
127,262
+722
+0.6% +$63.1K 2.23% 22
2023
Q3 		$10.3M Sell
126,540
-987
-0.8% -$78.6K 2.11% 26
2023
Q2 		$9.64M Sell
127,527
-36,565
-22% -$2.63M 1.91% 28
2023
Q1 		$13.6M Buy
164,092
+29
+0% +$2.52K 2.16% 25
2022
Q4 		$13.4M Buy
164,063
+731
+0.4% +$64.1K 2.24% 21
2022
Q3 		$14.8M Sell
163,332
-3,496
-2% -$339K 2.75% 13
2022
Q2 		$15.1M Sell
166,828
-2,720
-2% -$279K 2.64% 13
2022
Q1 		$19.8M Sell
169,548
-2,081
-1% -$236K 2.91% 11
2021
Q4 		$21.2M Sell
171,629
-9,453
-5% -$1.16M 2.78% 12
2021
Q3 		$20.5M Sell
181,082
-6,276
-3% -$661K 2.87% 15
2021
Q2 		$18.2M Sell
187,358
-1,074
-0.6% -$110K 2.51% 17
2021
Q1 		$18M Sell
188,432
-810
-0.4% -$74.8K 2.61% 18
2020
Q4 		$15.8M Sell
189,242
-645
-0.3% -$49.6K 2.38% 20
2020
Q3 		$12.1M Sell
189,887
-3,435
-2% -$236K 2.05% 26
2020
Q2 		$12.9M Buy
193,322
+25,382
+15% +$1.35M 2.33% 21
2020
Q1 		$5.93M Sell
167,940
-3,448
-2% -$195K 1.29% 35
2019
Q4 		$12.2M Sell
171,388
-7,230
-4% -$472K 2.07% 26
2019
Q3 		$11.2M Sell
178,618
-903
-0.5% -$55.8K 2.05% 26
2019
Q2 		$10.9M Sell
179,521
-202
-0.1% -$12.1K 1.99% 30
2019
Q1 		$11.4M Buy
179,723
+3,687
+2% +$231K 2.17% 23
2018
Q4 		$9.59M Sell
176,036
-14,179
-7% -$924K 2.12% 25
2018
Q3 		$15M Sell
190,215
-6,358
-3% -$549K 2.55% 15
2018
Q2 		$15.4M Sell
196,573
-2,686
-1% -$220K 2.65% 14
2018
Q1 		$16.3M Sell
199,259
-50,507
-20% -$3.78M 2.8% 13
2017
Q4 		$16.1M Sell
249,766
-12,925
-5% -$782K 2.72% 16
2017
Q3 		$14.1M Buy
262,691
+76
+0% +$3.8K 2.38% 23
2017
Q2 		$14.2M Sell
262,615
-25
-0% -$1.28K 2.48% 22
2017
Q1 		$12.7M Buy
262,640
+243
+0.1% +$11.3K 2.29% 25
2016
Q4 		$11.6M Sell
262,397
-8,860
-3% -$352K 2.19% 27
2016
Q3 		$9.84M Buy
271,257
+659
+0.2% +$24.5K 1.88% 34
2016
Q2 		$10M Sell
270,598
-5,796
-2% -$213K 1.97% 29
2016
Q1 		$10.2M Buy
276,394
+253
+0.1% +$8.93K 1.96% 30
2015
Q4 		$12.4M Sell
276,141
-496
-0.2% -$21.7K 2.39% 25
2015
Q3 		$10.2M Buy
+276,637
New +$10.5M 2.04% 29

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

North Point Portfolio Managers's EFOR Position: Q2 2025 in Review

North Point Portfolio Managers sold out of Everforth Inc (EFOR) in Q2 2025, closing a stake of 123,760 shares — an estimated $7.8M sold.

North Point Portfolio Managers first reported a position in EFOR in Q3 2015 and held it in 39 quarters. The position peaked at $21.2M in Q4 2021. 287 funds tracked by Wall St. Rank hold EFOR as of Q2 2025.

  • North Point Portfolio Managers reported no remaining Everforth Inc position as of Q2 2025 after selling out during the quarter.
  • North Point Portfolio Managers sold 123,760 Everforth Inc shares in Q2 2025, an estimated $7.8M.
  • North Point Portfolio Managers first reported a position in Everforth Inc in Q3 2015 and held it in 39 quarters.
  • North Point Portfolio Managers's Everforth Inc position peaked at $21.2M in Q4 2021.
  • 287 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2025.

Based on North Point Portfolio Managers's 13F filing for Q2 2025, filed 30 Jul 2025.