SAM
EFOR

Shell Asset Management’s Everforth Inc EFOR Stock Holding History

Shell Asset 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
Q3 		$52K Sell
1,099
-1,561
-59% -$79.6K 0.01% 850
2025
Q2 		$133K Sell
2,660
-582
-18% -$31.8K ﹤0.01% 912
2025
Q1 		$204K Buy
3,242
+1,228
+61% +$94.5K 0.01% 788
2024
Q4 		$168K Hold
2,014
– – 0.01% 893
2024
Q3 		$188K Buy
+2,014
New +$187K 0.01% 856
2024
Q1 		$188K Sell
2,130
-222
-9% -$21.5K 0.01% 845
2023
Q4 		$226K Sell
2,352
-711
-23% -$62.1K 0.01% 806
2023
Q3 		$250K Sell
3,063
-48
-2% -$3.82K 0.01% 820
2023
Q2 		$235K Sell
3,111
-18
-0.6% -$1.29K 0.01% 864
2023
Q1 		$259K Sell
3,129
-11
-0.4% -$954 0.01% 844
2022
Q4 		$256K Sell
3,140
-666
-17% -$58.4K 0.01% 848
2022
Q3 		$344K Sell
3,806
-992
-21% -$96.2K 0.01% 763
2022
Q2 		$433K Buy
4,798
+286
+6% +$29.3K 0.01% 790
2022
Q1 		$527K Sell
4,512
-670
-13% -$75.9K 0.01% 790
2021
Q4 		$639K Buy
5,182
+27
+0.5% +$3.3K 0.01% 784
2021
Q3 		$583K Sell
5,155
-220
-4% -$23.2K 0.01% 797
2021
Q2 		$521K Buy
5,375
+290
+6% +$29.6K 0.01% 892
2021
Q1 		$485K Sell
5,085
-30
-0.6% -$2.77K 0.01% 864
2020
Q4 		$427K Hold
5,115
– – 0.01% 869
2020
Q3 		$325K Hold
5,115
– – 0.01% 874
2020
Q2 		$341K Sell
5,115
-80
-2% -$4.24K 0.01% 832
2020
Q1 		$183K Sell
5,195
-79
-1% -$4.47K 0.01% 1028
2019
Q4 		$374K Sell
5,274
-137
-3% -$8.94K 0.01% 987
2019
Q3 		$340K Buy
+5,411
New +$334K 0.01% 1035

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Shell Asset Management's EFOR Position: Q3 2025 in Review

Shell Asset Management reduced its Everforth Inc (EFOR) stake by 59% in Q3 2025, selling an estimated $79.6K and leaving 1,099 shares worth $52K. The position accounts for 0.01% of the portfolio, ranked #850.

Shell Asset Management first reported a position in EFOR in Q3 2019 and has held it in 24 quarters since. The position peaked at $639K in Q4 2021. 298 funds tracked by Wall St. Rank hold EFOR as of Q3 2025.

  • Shell Asset Management held 1,099 shares of Everforth Inc worth $52K as of Q3 2025.
  • Shell Asset Management sold 1,561 Everforth Inc shares in Q3 2025, an estimated $79.6K.
  • Everforth Inc made up 0.01% of Shell Asset Management's portfolio in Q3 2025, its #850 holding.
  • Shell Asset Management first reported a position in Everforth Inc in Q3 2019 and has held it in 24 quarters since.
  • Shell Asset Management's Everforth Inc position peaked at $639K in Q4 2021.
  • 298 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.