OQS
EFOR

Occudo Quantitative Strategies’s Everforth Inc EFOR Stock Holding History

Occudo Quantitative Strategies’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
Q3 		– Sell
-19,874
Closed -$992K – 664
2025
Q2 		$992K Buy
19,874
+13,928
+234% +$761K 0.11% 239
2025
Q1 		$375K Sell
5,946
-6,319
-52% -$486K 0.05% 429
2024
Q4 		$1.02M Buy
12,265
+5,456
+80% +$498K 0.18% 163
2024
Q3 		$635K Sell
6,809
-6,777
-50% -$629K 0.12% 225
2024
Q2 		$1.2M Buy
+13,586
New +$1.3M 0.21% 133
2023
Q4 		– Sell
-8,270
Closed -$675K – 792
2023
Q3 		$675K Buy
+8,270
New +$659K 0.09% 398
2023
Q2 		– Sell
-4,362
Closed -$361K – 1009
2023
Q1 		$361K Sell
4,362
-5,578
-56% -$484K 0.03% 603
2022
Q4 		$810K Buy
+9,940
New +$872K 0.09% 351

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Occudo Quantitative Strategies's EFOR Position: Q3 2025 in Review

Occudo Quantitative Strategies sold out of Everforth Inc (EFOR) in Q3 2025, closing a stake of 19,874 shares — an estimated $992K sold.

Occudo Quantitative Strategies first reported a position in EFOR in Q4 2022 and held it in 8 quarters. The position peaked at $1.2M in Q2 2024. 298 funds tracked by Wall St. Rank hold EFOR as of Q3 2025.

  • Occudo Quantitative Strategies reported no remaining Everforth Inc position as of Q3 2025 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 19,874 Everforth Inc shares in Q3 2025, an estimated $992K.
  • Occudo Quantitative Strategies first reported a position in Everforth Inc in Q4 2022 and held it in 8 quarters.
  • Occudo Quantitative Strategies's Everforth Inc position peaked at $1.2M in Q2 2024.
  • 298 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q3 2025, filed 14 Nov 2025.