Simplex Trading
EFOR

Simplex Trading’s Everforth Inc EFOR Stock Holding History

Simplex Trading’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
Q4 		– Sell
-3,043
Closed -$144K – 8479
2025
Q3 		$144K Buy
3,043
+2,961
+3,611% +$151K ﹤0.01% 5320
2025
Q2 		$4K Buy
+82
New +$4.48K ﹤0.01% 7806
2023
Q4 		– Sell
-670
Closed -$58.5K – 8727
2023
Q3 		$54K Buy
+670
New +$53.4K ﹤0.01% 5730
2023
Q2 		– Sell
-157
Closed -$11.3K – 8908
2023
Q1 		$12K Buy
+157
New +$13.6K ﹤0.01% 7361
2022
Q3 		– Sell
-277
Closed -$24K – 9845
2022
Q2 		$24K Sell
277
-843
-75% -$86.4K ﹤0.01% 7374
2022
Q1 		$130K Sell
1,120
-310
-22% -$35.1K ﹤0.01% 5778
2021
Q4 		$176K Buy
+1,430
New +$175K ﹤0.01% 5377
2021
Q1 		– Sell
-106
Closed -$9.79K – 8747
2020
Q4 		$8K Buy
+106
New +$8.15K ﹤0.01% 7503
2019
Q2 		– Sell
-7,140
Closed -$429K – 7049
2019
Q1 		$453K Buy
+7,140
New +$446K ﹤0.01% 2758
2018
Q3 		– Sell
-396
Closed -$34.2K – 7363
2018
Q2 		$30K Buy
+396
New +$32.4K ﹤0.01% 5528
2018
Q1 		– Sell
-9,092
Closed -$681K – 6083
2017
Q4 		$584K Buy
9,092
+8,355
+1,134% +$506K 0.03% 636
2017
Q3 		$39K Buy
+737
New +$36.9K ﹤0.01% 2526
2016
Q4 		– Sell
-200
Closed -$7.95K – 5791
2016
Q3 		$7K Buy
+200
New +$7.44K ﹤0.01% 3915
2016
Q1 		– Sell
-2,497
Closed -$88.2K – 5541
2015
Q4 		$112K Buy
2,497
+2,162
+645% +$94.5K 0.01% 1266
2015
Q3 		$12K Buy
+335
New +$12.7K ﹤0.01% 3252
2015
Q1 		– Sell
-193
Closed -$7.03K – 4922
2014
Q4 		$6K Buy
+193
New +$5.8K ﹤0.01% 2931

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

Simplex Trading's EFOR Position: Q4 2025 in Review

Simplex Trading sold out of Everforth Inc (EFOR) in Q4 2025, closing a stake of 3,043 shares — an estimated $144K sold.

Simplex Trading first reported a position in EFOR in Q4 2014 and held it in 16 quarters. The position peaked at $584K in Q4 2017. 275 funds tracked by Wall St. Rank hold EFOR as of Q4 2025.

  • Simplex Trading reported no remaining Everforth Inc position as of Q4 2025 after selling out during the quarter.
  • Simplex Trading sold 3,043 Everforth Inc shares in Q4 2025, an estimated $144K.
  • Simplex Trading first reported a position in Everforth Inc in Q4 2014 and held it in 16 quarters.
  • Simplex Trading's Everforth Inc position peaked at $584K in Q4 2017.
  • 275 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2025.

Based on Simplex Trading's 13F filing for Q4 2025, filed 11 Feb 2026.