Optas LLC’s Everforth Inc EFOR Stock Holding History

Optas LLC’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	-4,020	Closed	-$253K	–	361
2025 Q1	$253K	Buy	4,020 +7	+0.2%	+$539	0.04%	232
2024 Q4	$334K	Buy	4,013 +1	+0%	+$91	0.07%	164
2024 Q3	$374K	Buy	+4,012	New	+$372K	0.09%	142

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Optas LLC's EFOR Position: Q2 2025 in Review

Optas LLC sold out of Everforth Inc (EFOR) in Q2 2025, closing a stake of 4,020 shares — an estimated $253K sold.

Optas LLC first reported a position in EFOR in Q3 2024 and held it in 3 quarters. The position peaked at $374K in Q3 2024. 287 funds tracked by Wall St. Rank hold EFOR as of Q2 2025.

Optas LLC reported no remaining Everforth Inc position as of Q2 2025 after selling out during the quarter.
Optas LLC sold 4,020 Everforth Inc shares in Q2 2025, an estimated $253K.
Optas LLC first reported a position in Everforth Inc in Q3 2024 and held it in 3 quarters.
Optas LLC's Everforth Inc position peaked at $374K in Q3 2024.
287 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2025.

Based on Optas LLC's 13F filing for Q2 2025, filed 23 Jul 2025.