SEI Investments’s Everforth Inc EFOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.3M | Buy |
266,309
+100,003
| +60% | +$4.46M | 0.01% | 1132 |
|
|
2025
Q4 | $8.01M | Buy |
166,306
+24,262
| +17% | +$1.12M | 0.01% | 1162 |
|
|
2025
Q3 | $6.73M | Sell |
142,044
-8,575
| -6% | -$437K | 0.01% | 1182 |
|
|
2025
Q2 | $7.52M | Sell |
150,619
-24,688
| -14% | -$1.35M | 0.01% | 1093 |
|
|
2025
Q1 | $11M | Buy |
175,307
+8,672
| +5% | +$667K | 0.01% | 929 |
|
|
2024
Q4 | $13.9M | Sell |
166,635
-4,961
| -3% | -$453K | 0.02% | 842 |
|
|
2024
Q3 | $16M | Sell |
171,596
-12,074
| -7% | -$1.12M | 0.02% | 782 |
|
|
2024
Q2 | $16.2M | Buy |
183,670
+7,059
| +4% | +$674K | 0.02% | 702 |
|
|
2024
Q1 | $18.5M | Sell |
176,611
-7,306
| -4% | -$706K | 0.03% | 634 |
|
|
2023
Q4 | $17.7M | Sell |
183,917
-14,038
| -7% | -$1.23M | 0.03% | 624 |
|
|
2023
Q3 | $16.2M | Sell |
197,955
-10,440
| -5% | -$831K | 0.03% | 621 |
|
|
2023
Q2 | $15.8M | Sell |
208,395
-32,801
| -14% | -$2.36M | 0.03% | 657 |
|
|
2023
Q1 | $19.9M | Buy |
241,196
+96,164
| +66% | +$8.34M | 0.04% | 538 |
|
|
2022
Q4 | $11.8M | Sell |
145,032
-102,333
| -41% | -$8.98M | 0.03% | 663 |
|
|
2022
Q3 | $22.4M | Sell |
247,365
-6,780
| -3% | -$657K | 0.05% | 418 |
|
|
2022
Q2 | $22.9M | Buy |
254,145
+100,068
| +65% | +$10.3M | 0.05% | 418 |
|
|
2022
Q1 | $18M | Sell |
154,077
-3,258
| -2% | -$369K | 0.04% | 512 |
|
|
2021
Q4 | $19.4M | Buy |
157,335
+1,284
| +0.8% | +$157K | 0.04% | 494 |
|
|
2021
Q3 | $17.7M | Sell |
156,051
-11,045
| -7% | -$1.16M | 0.04% | 501 |
|
|
2021
Q2 | $16.2M | Sell |
167,096
-5,992
| -3% | -$612K | 0.04% | 495 |
|
|
2021
Q1 | $16.5M | Sell |
173,088
-12,352
| -7% | -$1.14M | 0.04% | 444 |
|
|
2020
Q4 | $15.5M | Sell |
185,440
-21,312
| -10% | -$1.64M | 0.04% | 442 |
|
|
2020
Q3 | $13.1M | Buy |
206,752
+19,942
| +11% | +$1.37M | 0.04% | 436 |
|
|
2020
Q2 | $12.5M | Buy |
186,810
+2,540
| +1% | +$135K | 0.04% | 458 |
|
|
2020
Q1 | $6.51M | Buy |
184,270
+2,565
| +1% | +$145K | 0.02% | 630 |
|
|
2019
Q4 | $12.9M | Buy |
181,705
+11,743
| +7% | +$767K | 0.04% | 469 |
|
|
2019
Q3 | $10.7M | Buy |
169,962
+9,103
| +6% | +$562K | 0.03% | 572 |
|
|
2019
Q2 | $9.75M | Buy |
160,859
+21,172
| +15% | +$1.27M | 0.03% | 593 |
|
|
2019
Q1 | $8.87M | Buy |
139,687
+19,045
| +16% | +$1.19M | 0.03% | 605 |
|
|
2018
Q4 | $9.48M | Buy |
120,642
+276
| +0.2% | +$18K | 0.03% | 578 |
|
|
2018
Q3 | $9.5M | Sell |
120,366
-3,468
| -3% | -$300K | 0.03% | 548 |
|
|
2018
Q2 | $9.68M | Sell |
123,834
-18,029
| -13% | -$1.48M | 0.03% | 598 |
|
|
2018
Q1 | $11.6M | Buy |
141,863
+60,357
| +74% | +$4.52M | 0.04% | 443 |
|
|
2017
Q4 | $5.24M | Buy |
81,506
+39,177
| +93% | +$2.37M | 0.02% | 885 |
|
|
2017
Q3 | $2.27M | Sell |
42,329
-12,081
| -22% | -$604K | 0.01% | 1175 |
|
|
2017
Q2 | $2.95M | Sell |
54,410
-2,671
| -5% | -$137K | 0.01% | 1054 |
|
|
2017
Q1 | $2.77M | Buy |
57,081
+23,761
| +71% | +$1.1M | 0.01% | 1044 |
|
|
2016
Q4 | $1.47M | Buy |
33,320
+24,476
| +277% | +$973K | 0.01% | 1253 |
|
|
2016
Q3 | $320K | Buy |
8,844
+518
| +6% | +$19.3K | ﹤0.01% | 1561 |
|
|
2016
Q2 | $307K | Sell |
8,326
-25,669
| -76% | -$944K | ﹤0.01% | 1463 |
|
|
2016
Q1 | $1.25M | Sell |
33,995
-104,233
| -75% | -$3.68M | 0.01% | 1093 |
|
|
2015
Q4 | $6.21M | Buy |
138,228
+95,893
| +227% | +$4.19M | 0.04% | 570 |
|
|
2015
Q3 | $1.56M | Buy |
42,335
+18,441
| +77% | +$700K | 0.01% | 889 |
|
|
2015
Q2 | $938K | Buy |
23,894
+1,979
| +9% | +$75.6K | 0.01% | 995 |
|
|
2015
Q1 | $840K | Buy |
21,915
+2,262
| +12% | +$82.4K | 0.01% | 1026 |
|
|
2014
Q4 | $651K | Buy |
+19,653
| New | +$591K | 0.01% | 1067 |
|
Other funds holding EFOR
VPM
VCM
RP
SEI Investments's EFOR Position: Q1 2026 in Review
SEI Investments increased its Everforth Inc (EFOR) stake by 60% in Q1 2026, buying an estimated $4.46M and bringing the position to 266,309 shares worth $10.3M. The position accounts for 0.01% of the portfolio, ranked #1132.
SEI Investments first reported a position in EFOR in Q4 2014 and has held it in 46 quarters since. The position peaked at $22.9M in Q2 2022. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.
- SEI Investments held 266,309 shares of Everforth Inc worth $10.3M as of Q1 2026.
- SEI Investments bought 100,003 Everforth Inc shares in Q1 2026, an estimated $4.46M.
- Everforth Inc made up 0.01% of SEI Investments's portfolio in Q1 2026, its #1132 holding.
- SEI Investments first reported a position in Everforth Inc in Q4 2014 and has held it in 46 quarters since.
- SEI Investments's Everforth Inc position peaked at $22.9M in Q2 2022.
- 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.
Based on SEI Investments's 13F filing for Q1 2026, filed 13 May 2026.