PI
EFOR

PineBridge Investments’s Everforth Inc EFOR Stock Holding History

PineBridge Investments’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
Q1 		– Sell
-21,983
Closed -$1.83M – 726
2024
Q4 		$1.83M Buy
21,983
+6,576
+43% +$600K 0.01% 576
2024
Q3 		$1.44M Buy
+15,407
New +$1.43M 0.01% 581
2023
Q3 		– Sell
-377
Closed -$28.5K – 699
2023
Q2 		$28.5K Buy
+377
New +$27.1K ﹤0.01% 756
2018
Q4 		– Sell
-10,487
Closed -$827K – 1075
2018
Q3 		$827K Buy
10,487
+2,955
+39% +$255K 0.02% 642
2018
Q2 		$589K Sell
7,532
-378
-5% -$30.9K 0.01% 672
2018
Q1 		$648K Sell
7,910
-38,475
-83% -$2.88M 0.02% 652
2017
Q4 		$2.98M Buy
46,385
+20,441
+79% +$1.24M 0.08% 229
2017
Q3 		$1.39M Buy
25,944
+2,879
+12% +$144K 0.03% 428
2017
Q2 		$1.25M Buy
23,065
+16,745
+265% +$860K 0.03% 424
2017
Q1 		$306K Buy
6,320
+79
+1% +$3.66K 0.01% 724
2016
Q4 		$276K Hold
6,241
– – 0.01% 782
2016
Q3 		$226K Buy
6,241
+148
+2% +$5.5K 0.01% 472
2016
Q2 		$225K Buy
6,093
+244
+4% +$8.98K 0.01% 456
2016
Q1 		$216K Sell
5,849
-528
-8% -$18.6K 0.01% 454
2015
Q4 		$287K Buy
6,377
+449
+8% +$19.6K 0.01% 409
2015
Q3 		$219K Buy
5,928
+563
+10% +$21.4K 0.01% 483
2015
Q2 		$211K Sell
5,365
-6,546
-55% -$250K 0.01% 479
2015
Q1 		$457K Buy
11,911
+1,283
+12% +$46.7K 0.02% 457
2014
Q4 		$352K Buy
10,628
+60
+0.6% +$1.8K 0.01% 498
2014
Q3 		$284K Buy
10,568
+3,255
+45% +$101K 0.01% 524
2014
Q2 		$260K Sell
7,313
-4,273
-37% -$153K 0.01% 463
2014
Q1 		$447K Sell
11,586
-1,118
-9% -$37.5K 0.01% 469
2013
Q4 		$443K Buy
12,704
+7,550
+146% +$252K 0.01% 514
2013
Q3 		$170K Buy
5,154
+40
+0.8% +$1.24K 0.01% 534
2013
Q2 		$137K Buy
+5,114
New +$129K ﹤0.01% 601

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

PineBridge Investments's EFOR Position: Q1 2025 in Review

PineBridge Investments sold out of Everforth Inc (EFOR) in Q1 2025, closing a stake of 21,983 shares — an estimated $1.83M sold.

PineBridge Investments first reported a position in EFOR in Q2 2013 and held it in 25 quarters. The position peaked at $2.98M in Q4 2017. 305 funds tracked by Wall St. Rank hold EFOR as of Q1 2025.

  • PineBridge Investments reported no remaining Everforth Inc position as of Q1 2025 after selling out during the quarter.
  • PineBridge Investments sold 21,983 Everforth Inc shares in Q1 2025, an estimated $1.83M.
  • PineBridge Investments first reported a position in Everforth Inc in Q2 2013 and held it in 25 quarters.
  • PineBridge Investments's Everforth Inc position peaked at $2.98M in Q4 2017.
  • 305 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2025.

Based on PineBridge Investments's 13F filing for Q1 2025, filed 14 May 2025.