QCM
EFOR

Quantinno Capital Management’s Everforth Inc EFOR Stock Holding History

Quantinno Capital 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 		$2.65M Buy
68,561
+42,678
+165% +$1.9M ﹤0.01% 1456
2025
Q4 		$1.25M Buy
25,883
+3,437
+15% +$158K ﹤0.01% 1628
2025
Q3 		$1.06M Buy
22,446
+9,975
+80% +$509K ﹤0.01% 1462
2025
Q2 		$623K Sell
12,471
-76
-0.6% -$4.15K ﹤0.01% 1523
2025
Q1 		$791K Buy
12,547
+2,568
+26% +$198K 0.01% 1224
2024
Q4 		$832K Sell
9,979
-72
-0.7% -$6.57K 0.01% 1104
2024
Q3 		$937K Buy
10,051
+3,929
+64% +$365K 0.01% 960
2024
Q2 		$540K Buy
6,122
+2,858
+88% +$273K 0.01% 1015
2024
Q1 		$342K Buy
3,264
+70
+2% +$6.77K 0.01% 1048
2023
Q4 		$307K Buy
3,194
+54
+2% +$4.72K 0.01% 952
2023
Q3 		$256K Hold
3,140
– – 0.01% 922
2023
Q2 		$237K Hold
3,140
– – 0.01% 830
2023
Q1 		$260K Hold
3,140
– – 0.02% 751
2022
Q4 		$256K Hold
3,140
– – 0.02% 731
2022
Q3 		$284K Hold
3,140
– – 0.04% 497
2022
Q2 		$283K Hold
3,140
– – 0.04% 471
2022
Q1 		$366K Hold
3,140
– – 0.06% 388
2021
Q4 		$387K Sell
3,140
-948
-23% -$116K 0.07% 330
2021
Q3 		$463K Hold
4,088
– – 0.52% 69
2021
Q2 		$396K Hold
4,088
– – 0.45% 94
2021
Q1 		$390K Hold
4,088
– – 0.43% 102
2020
Q4 		$341K Sell
4,088
-1,885
-32% -$145K 0.26% 187
2020
Q3 		$380K Hold
5,973
– – 0.25% 196
2020
Q2 		$398K Buy
+5,973
New +$317K 0.39% 80
2020
Q1 		– Sell
-7,863
Closed -$558K – 370
2019
Q4 		$558K Buy
7,863
+476
+6% +$31.1K 0.35% 79
2019
Q3 		$464K Buy
7,387
+499
+7% +$30.8K 0.31% 112
2019
Q2 		$417K Buy
6,888
+1,966
+40% +$118K 0.24% 172
2019
Q1 		$312K Buy
+4,922
New +$308K 0.2% 247

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

Quantinno Capital Management's EFOR Position: Q1 2026 in Review

Quantinno Capital Management increased its Everforth Inc (EFOR) stake by 165% in Q1 2026, buying an estimated $1.9M and bringing the position to 68,561 shares worth $2.65M. The position accounts for ﹤0.01% of the portfolio, ranked #1456.

Quantinno Capital Management first reported a position in EFOR in Q1 2019 and has held it in 28 quarters since. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Quantinno Capital Management held 68,561 shares of Everforth Inc worth $2.65M as of Q1 2026.
  • Quantinno Capital Management bought 42,678 Everforth Inc shares in Q1 2026, an estimated $1.9M.
  • Everforth Inc made up ﹤0.01% of Quantinno Capital Management's portfolio in Q1 2026, its #1456 holding.
  • Quantinno Capital Management first reported a position in Everforth Inc in Q1 2019 and has held it in 28 quarters since.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Quantinno Capital Management's 13F filing for Q1 2026, filed 15 May 2026.