R Squared’s Everforth Inc EFOR Stock Holding History

R Squared’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	-440	Closed	-$36.7K	–	378
2024 Q4	$36.7K	Buy	+440	New	+$40.2K	0.04%	621

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

R Squared's EFOR Position: Q1 2025 in Review

R Squared sold out of Everforth Inc (EFOR) in Q1 2025, closing a stake of 440 shares — an estimated $36.7K sold.

R Squared first reported a position in EFOR in Q4 2024 and held it in 1 quarter. The position peaked at $36.7K in Q4 2024. 305 funds tracked by Wall St. Rank hold EFOR as of Q1 2025.

R Squared reported no remaining Everforth Inc position as of Q1 2025 after selling out during the quarter.
R Squared sold 440 Everforth Inc shares in Q1 2025, an estimated $36.7K.
R Squared first reported a position in Everforth Inc in Q4 2024 and held it in 1 quarter.
R Squared's Everforth Inc position peaked at $36.7K in Q4 2024.
305 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.