Quantessence Capital’s Everforth Inc EFOR Stock Holding History

Quantessence Capital’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	-3,713	Closed	-$309K	–	339
2024 Q4	$309K	Buy	+3,713	New	+$339K	0.13%	165

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

Quantessence Capital's EFOR Position: Q1 2025 in Review

Quantessence Capital sold out of Everforth Inc (EFOR) in Q1 2025, closing a stake of 3,713 shares — an estimated $309K sold.

Quantessence Capital first reported a position in EFOR in Q4 2024 and held it in 1 quarter. The position peaked at $309K in Q4 2024. 305 funds tracked by Wall St. Rank hold EFOR as of Q1 2025.

Quantessence Capital reported no remaining Everforth Inc position as of Q1 2025 after selling out during the quarter.
Quantessence Capital sold 3,713 Everforth Inc shares in Q1 2025, an estimated $309K.
Quantessence Capital first reported a position in Everforth Inc in Q4 2024 and held it in 1 quarter.
Quantessence Capital's Everforth Inc position peaked at $309K in Q4 2024.
305 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2025.

Based on Quantessence Capital's 13F filing for Q1 2025, filed 15 May 2025.