Schroder Investment Management Group
EFOR

Schroder Investment Management Group’s Everforth Inc EFOR Stock Holding History

Schroder Investment Management Group’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 		$33.9M Buy
887,692
+161,588
+22% +$7.2M 0.03% 414
2025
Q4 		$35.8M Buy
726,104
+2,253
+0.3% +$104K 0.03% 386
2025
Q3 		$34.3M Sell
723,851
-84,166
-10% -$4.29M 0.03% 399
2025
Q2 		$40.3M Buy
808,017
+178,171
+28% +$9.73M 0.03% 350
2025
Q1 		$39.7M Buy
629,846
+66,748
+12% +$5.14M 0.04% 335
2024
Q4 		$47M Sell
563,098
-123,854
-18% -$11.3M 0.05% 312
2024
Q3 		$64.1M Buy
686,952
+13,640
+2% +$1.27M 0.07% 240
2024
Q2 		$59.4M Buy
673,312
+10,712
+2% +$1.02M 0.07% 245
2024
Q1 		$69.4M Sell
662,600
-43,874
-6% -$4.24M 0.08% 223
2023
Q4 		$67.9M Sell
706,474
-133,202
-16% -$11.6M 0.09% 213
2023
Q3 		$68.6M Sell
839,676
-118,107
-12% -$9.4M 0.1% 195
2023
Q2 		$72.4M Buy
957,783
+65,063
+7% +$4.68M 0.1% 188
2023
Q1 		$73.8M Buy
892,720
+112,307
+14% +$9.74M 0.11% 186
2022
Q4 		$63.6M Buy
780,413
+99,099
+15% +$8.69M 0.1% 203
2022
Q3 		$61.6M Sell
681,314
-74,756
-10% -$7.25M 0.1% 199
2022
Q2 		$66.5M Buy
756,070
+255,590
+51% +$26.2M 0.1% 201
2022
Q1 		$58.5M Buy
500,480
+51,352
+11% +$5.82M 0.08% 253
2021
Q4 		$55.4M Sell
449,128
-26,663
-6% -$3.26M 0.07% 265
2021
Q3 		$53.8M Sell
475,791
-160,096
-25% -$16.8M 0.08% 248
2021
Q2 		$61.6M Sell
635,887
-23,320
-4% -$2.38M 0.08% 261
2021
Q1 		$62.9M Buy
659,207
+7,707
+1% +$712K 0.08% 245
2020
Q4 		$54.4M Sell
651,500
-55,616
-8% -$4.28M 0.08% 260
2020
Q3 		$47M Sell
707,116
-99,094
-12% -$6.82M 0.08% 250
2020
Q2 		$53.8M Sell
806,210
-103,429
-11% -$5.49M 0.1% 212
2020
Q1 		$30M Buy
909,639
+60,722
+7% +$3.44M 0.06% 308
2019
Q4 		$60.2M Sell
848,917
-8,771
-1% -$573K 0.1% 242
2019
Q3 		$52.7M Buy
857,688
+184,964
+27% +$11.4M 0.09% 250
2019
Q2 		$40.8M Buy
672,724
+312,726
+87% +$18.8M 0.07% 293
2019
Q1 		$22.9M Buy
359,998
+111,035
+45% +$6.94M 0.04% 439
2018
Q4 		$13.6K Sell
248,963
-20,835
-8% -$1.36M 0.02% 508
2018
Q3 		$21.3M Buy
269,798
+58,874
+28% +$5.08M 0.04% 462
2018
Q2 		$16.5M Sell
210,924
-75,981
-26% -$6.22M 0.03% 512
2018
Q1 		$23.5M Sell
286,905
-12,334
-4% -$923K 0.04% 425
2017
Q4 		$19.2M Buy
299,239
+51,678
+21% +$3.13M 0.03% 517
2017
Q3 		$13.3M Sell
247,561
-2,242
-0.9% -$112K 0.02% 560
2017
Q2 		$13.5M Buy
249,803
+17,854
+8% +$917K 0.02% 545
2017
Q1 		$11.1M Sell
231,949
-67,897
-23% -$3.15M 0.02% 591
2016
Q4 		$13.2M Buy
299,846
+3,646
+1% +$145K 0.03% 573
2016
Q3 		$10.7M Hold
296,200
– – 0.02% 615
2016
Q2 		$10.9M Buy
296,200
+24,800
+9% +$912K 0.02% 602
2016
Q1 		$9.9M Hold
271,400
– – 0.02% 606
2015
Q4 		$12.2M Buy
271,400
+43,600
+19% +$1.91M 0.03% 582
2015
Q3 		$8.41M Buy
227,800
+12,000
+6% +$456K 0.02% 637
2015
Q2 		$8.43M Sell
215,800
-67,800
-24% -$2.59M 0.02% 670
2015
Q1 		$10.9M Buy
283,600
+5,800
+2% +$211K 0.02% 629
2014
Q4 		$9.22M Hold
277,800
– – 0.02% 671
2014
Q3 		$7.46M Sell
277,800
-9,700
-3% -$301K 0.01% 728
2014
Q2 		$10.2M Sell
287,500
-148,300
-34% -$5.31M 0.01% 631
2014
Q1 		$16.8M Buy
435,800
+144,000
+49% +$4.83M 0.02% 524
2013
Q4 		$10.2M Sell
291,800
-1,800
-0.6% -$60K 0.01% 643
2013
Q3 		$9.69M Buy
293,600
+15,400
+6% +$477K 0.02% 646
2013
Q2 		$7.43M Buy
+278,200
New +$7M 0.02% 661

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

Schroder Investment Management Group's EFOR Position: Q1 2026 in Review

Schroder Investment Management Group increased its Everforth Inc (EFOR) stake by 22% in Q1 2026, buying an estimated $7.2M and bringing the position to 887,692 shares worth $33.9M. The position accounts for 0.03% of the portfolio, ranked #414.

Schroder Investment Management Group first reported a position in EFOR in Q2 2013 and has held it in 52 quarters since. The position peaked at $73.8M in Q1 2023. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Schroder Investment Management Group held 887,692 shares of Everforth Inc worth $33.9M as of Q1 2026.
  • Schroder Investment Management Group bought 161,588 Everforth Inc shares in Q1 2026, an estimated $7.2M.
  • Everforth Inc made up 0.03% of Schroder Investment Management Group's portfolio in Q1 2026, its #414 holding.
  • Schroder Investment Management Group first reported a position in Everforth Inc in Q2 2013 and has held it in 52 quarters since.
  • Schroder Investment Management Group's Everforth Inc position peaked at $73.8M in Q1 2023.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Schroder Investment Management Group's 13F filing for Q1 2026, filed 14 May 2026.