Polar Asset Management Partners’s Everforth Inc EFOR Stock Holding History

Polar Asset Management Partners’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	-39,600	Closed	-$3.3M	–	554
2024 Q4	$3.3M	Buy	39,600 +7,500	+23%	+$685K	0.04%	283
2024 Q3	$2.99M	Buy	+32,100	New	+$2.98M	0.06%	281
2021 Q3	–	Sell	-8,369	Closed	-$811K	–	1226
2021 Q2	$811K	Buy	+8,369	New	+$855K	0.01%	680
2021 Q1	–	Sell	-4,044	Closed	-$338K	–	922
2020 Q4	$338K	Buy	+4,044	New	+$311K	﹤0.01%	648
2017 Q4	–	Sell	-348,400	Closed	-$18.7M	–	361
2017 Q3	$18.7M	Buy	348,400 +102,500	+42%	+$5.13M	0.38%	59
2017 Q2	$13.3M	Sell	245,900 -16,000	-6%	-$822K	0.31%	78
2017 Q1	$12.7M	Buy	+261,900	New	+$12.1M	0.32%	70

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Polar Asset Management Partners's EFOR Position: Q1 2025 in Review

Polar Asset Management Partners sold out of Everforth Inc (EFOR) in Q1 2025, closing a stake of 39,600 shares — an estimated $3.3M sold.

Polar Asset Management Partners first reported a position in EFOR in Q1 2017 and held it in 7 quarters. The position peaked at $18.7M in Q3 2017. 305 funds tracked by Wall St. Rank hold EFOR as of Q1 2025.

Polar Asset Management Partners reported no remaining Everforth Inc position as of Q1 2025 after selling out during the quarter.
Polar Asset Management Partners sold 39,600 Everforth Inc shares in Q1 2025, an estimated $3.3M.
Polar Asset Management Partners first reported a position in Everforth Inc in Q1 2017 and held it in 7 quarters.
Polar Asset Management Partners's Everforth Inc position peaked at $18.7M in Q3 2017.
305 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2025.

Based on Polar Asset Management Partners's 13F filing for Q1 2025, filed 15 May 2025.