OSAM
EFOR

O'Shaughnessy Asset Management’s Everforth Inc EFOR Stock Holding History

O'Shaughnessy Asset 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
-48,727
Closed -$2.35M – 2658
2025
Q4 		$2.35M Buy
48,727
+9,199
+23% +$424K 0.01% 772
2025
Q3 		$1.87M Sell
39,528
-471
-1% -$24K 0.01% 852
2025
Q2 		$2M Buy
39,999
+11,108
+38% +$607K 0.01% 775
2025
Q1 		$1.82M Buy
28,891
+9,468
+49% +$729K 0.01% 723
2024
Q4 		$1.62M Sell
19,423
-1,683
-8% -$154K 0.01% 737
2024
Q3 		$2.06M Buy
21,106
+3,916
+23% +$363K 0.02% 634
2024
Q2 		$1.52M Buy
17,190
+1,854
+12% +$177K 0.02% 698
2024
Q1 		$1.61M Buy
15,336
+5,666
+59% +$548K 0.02% 651
2023
Q4 		$930K Buy
9,670
+5,443
+129% +$475K 0.01% 780
2023
Q3 		$345K Buy
4,227
+791
+23% +$63K 0.01% 1052
2023
Q2 		$260K Sell
3,436
-47
-1% -$3.38K ﹤0.01% 1106
2023
Q1 		$288K Buy
3,483
+36
+1% +$3.12K ﹤0.01% 1062
2022
Q4 		$281K Sell
3,447
-113
-3% -$9.91K ﹤0.01% 991
2022
Q3 		$322K Buy
3,560
+457
+15% +$44.3K 0.01% 905
2022
Q2 		$280K Buy
3,103
+328
+12% +$33.6K 0.01% 894
2022
Q1 		$324K Buy
2,775
+120
+5% +$13.6K 0.01% 865
2021
Q4 		$328K Buy
2,655
+329
+14% +$40.2K 0.01% 838
2021
Q3 		$264K Buy
2,326
+450
+24% +$47.4K 0.01% 908
2021
Q2 		$182K Hold
1,876
– – ﹤0.01% 1072
2021
Q1 		$179K Buy
1,876
+1,833
+4,263% +$169K ﹤0.01% 970
2020
Q4 		$4K Buy
43
+11
+34% +$846 ﹤0.01% 1703
2020
Q3 		$2K Buy
+32
New +$2.2K ﹤0.01% 1614
2020
Q1 		– Sell
-29
Closed -$2K – 1312
2019
Q4 		$2K Buy
+29
New +$1.89K ﹤0.01% 1634
2019
Q3 		– Sell
-1
Closed – – 969
2019
Q2 		$0 Sell
1
-17,749
-100% -$1.07M ﹤0.01% 964
2019
Q1 		$1.13M Sell
17,750
-36,052
-67% -$2.25M 0.03% 252
2018
Q4 		$2.93M Sell
53,802
-27,703
-34% -$1.81M 0.07% 150
2018
Q3 		$6.42M Sell
81,505
-3,001
-4% -$259K 0.13% 113
2018
Q2 		$6.59M Buy
84,506
+55,514
+191% +$4.54M 0.14% 116
2018
Q1 		$2.37M Buy
28,992
+14,368
+98% +$1.08M 0.05% 170
2017
Q4 		$940K Buy
14,624
+84
+0.6% +$5.08K 0.02% 280
2017
Q3 		$781K Buy
14,540
+11,801
+431% +$590K 0.02% 304
2017
Q2 		$148K Buy
+2,739
New +$141K ﹤0.01% 569

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

O'Shaughnessy Asset Management's EFOR Position: Q1 2026 in Review

O'Shaughnessy Asset Management sold out of Everforth Inc (EFOR) in Q1 2026, closing a stake of 48,727 shares — an estimated $2.35M sold.

O'Shaughnessy Asset Management first reported a position in EFOR in Q2 2017 and held it in 32 quarters. The position peaked at $6.59M in Q2 2018. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • O'Shaughnessy Asset Management reported no remaining Everforth Inc position as of Q1 2026 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 48,727 Everforth Inc shares in Q1 2026, an estimated $2.35M.
  • O'Shaughnessy Asset Management first reported a position in Everforth Inc in Q2 2017 and held it in 32 quarters.
  • O'Shaughnessy Asset Management's Everforth Inc position peaked at $6.59M in Q2 2018.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.