RWM
EFOR

Ritholtz Wealth Management’s Everforth Inc EFOR Stock Holding History

Ritholtz Wealth 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
2025
Q1 		– Sell
-6,983
Closed -$582K – 931
2024
Q4 		$582K Sell
6,983
-735
-10% -$67.1K 0.02% 519
2024
Q3 		$720K Buy
7,718
+1,631
+27% +$151K 0.02% 461
2024
Q2 		$537K Buy
6,087
+1,140
+23% +$109K 0.02% 499
2024
Q1 		$518K Buy
+4,947
New +$478K 0.02% 519

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

Ritholtz Wealth Management's EFOR Position: Q1 2025 in Review

Ritholtz Wealth Management sold out of Everforth Inc (EFOR) in Q1 2025, closing a stake of 6,983 shares — an estimated $582K sold.

Ritholtz Wealth Management first reported a position in EFOR in Q1 2024 and held it in 4 quarters. The position peaked at $720K in Q3 2024. 305 funds tracked by Wall St. Rank hold EFOR as of Q1 2025.

  • Ritholtz Wealth Management reported no remaining Everforth Inc position as of Q1 2025 after selling out during the quarter.
  • Ritholtz Wealth Management sold 6,983 Everforth Inc shares in Q1 2025, an estimated $582K.
  • Ritholtz Wealth Management first reported a position in Everforth Inc in Q1 2024 and held it in 4 quarters.
  • Ritholtz Wealth Management's Everforth Inc position peaked at $720K in Q3 2024.
  • 305 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2025.

Based on Ritholtz Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.