SIA
EFOR

Sit Investment Associates’s Everforth Inc EFOR Stock Holding History

Sit Investment Associates’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 		$811K Hold
20,940
– – 0.02% 379
2025
Q4 		$1.01M Hold
20,940
– – 0.02% 375
2025
Q3 		$992K Hold
20,940
– – 0.02% 371
2025
Q2 		$1.05M Sell
20,940
-13,525
-39% -$739K 0.02% 369
2025
Q1 		$2.17M Hold
34,465
– – 0.05% 300
2024
Q4 		$2.87M Hold
34,465
– – 0.07% 277
2024
Q3 		$3.21M Hold
34,465
– – 0.07% 255
2024
Q2 		$3.04M Hold
34,465
– – 0.07% 245
2024
Q1 		$3.61M Hold
34,465
– – 0.08% 234
2023
Q4 		$3.31M Sell
34,465
-1,950
-5% -$170K 0.08% 248
2023
Q3 		$2.97M Hold
36,415
– – 0.08% 241
2023
Q2 		$2.75M Hold
36,415
– – 0.07% 255
2023
Q1 		$3.01M Hold
36,415
– – 0.08% 255
2022
Q4 		$2.97M Hold
36,415
– – 0.08% 250
2022
Q3 		$3.29M Hold
36,415
– – 0.1% 217
2022
Q2 		$3.29M Hold
36,415
– – 0.1% 215
2022
Q1 		$4.25M Hold
36,415
– – 0.11% 211
2021
Q4 		$4.49M Sell
36,415
-3,235
-8% -$396K 0.11% 229
2021
Q3 		$4.49M Hold
39,650
– – 0.12% 215
2021
Q2 		$3.84M Sell
39,650
-125
-0.3% -$12.8K 0.1% 237
2021
Q1 		$3.8M Hold
39,775
– – 0.1% 242
2020
Q4 		$3.32M Sell
39,775
-2,975
-7% -$229K 0.09% 251
2020
Q3 		$2.72M Hold
42,750
– – 0.08% 249
2020
Q2 		$2.85M Hold
42,750
– – 0.09% 236
2020
Q1 		$1.51M Hold
42,750
– – 0.06% 287
2019
Q4 		$3.03M Hold
42,750
– – 0.09% 239
2019
Q3 		$2.69M Buy
42,750
+13,525
+46% +$835K 0.08% 248
2019
Q2 		$1.77M Buy
29,225
+4,700
+19% +$282K 0.05% 290
2019
Q1 		$1.56M Hold
24,525
– – 0.05% 288
2018
Q4 		$1.34M Hold
24,525
– – 0.04% 303
2018
Q3 		$1.94M Sell
24,525
-5,550
-18% -$479K 0.05% 264
2018
Q2 		$2.35M Sell
30,075
-3,600
-11% -$295K 0.06% 270
2018
Q1 		$2.76M Hold
33,675
– – 0.07% 252
2017
Q4 		$2.16M Sell
33,675
-7,600
-18% -$460K 0.05% 284
2017
Q3 		$2.22M Sell
41,275
-1,500
-4% -$75K 0.06% 267
2017
Q2 		$2.32M Sell
42,775
-6,775
-14% -$348K 0.06% 266
2017
Q1 		$2.4M Sell
49,550
-10,450
-17% -$484K 0.06% 252
2016
Q4 		$2.65M Hold
60,000
– – 0.07% 225
2016
Q3 		$2.18M Hold
60,000
– – 0.06% 241
2016
Q2 		$2.22M Sell
60,000
-3,400
-5% -$125K 0.06% 244
2016
Q1 		$2.34M Sell
63,400
-500
-0.8% -$17.7K 0.04% 237
2015
Q4 		$2.87M Hold
63,900
– – 0.05% 213
2015
Q3 		$2.36M Hold
63,900
– – 0.04% 230
2015
Q2 		$2.51M Sell
63,900
-900
-1% -$34.4K 0.05% 224
2015
Q1 		$2.49M Sell
64,800
-46,940
-42% -$1.71M 0.04% 226
2014
Q4 		$3.71M Sell
111,740
-8,765
-7% -$263K 0.06% 215
2014
Q3 		$3.24M Sell
120,505
-62,400
-34% -$1.94M 0.06% 223
2014
Q2 		$6.51M Sell
182,905
-19,990
-10% -$716K 0.11% 189
2014
Q1 		$7.83M Sell
202,895
-5,600
-3% -$188K 0.14% 156
2013
Q4 		$7.28M Sell
208,495
-5,200
-2% -$173K 0.13% 162
2013
Q3 		$7.05M Buy
213,695
+33,445
+19% +$1.04M 0.14% 162
2013
Q2 		$4.82M Buy
+180,250
New +$4.54M 0.1% 178

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

Sit Investment Associates's EFOR Position: Q1 2026 in Review

Sit Investment Associates held its Everforth Inc (EFOR) position steady in Q1 2026 at 20,940 shares worth $811K. The position accounts for 0.02% of the portfolio, ranked #379.

Sit Investment Associates first reported a position in EFOR in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.83M in Q1 2014. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Sit Investment Associates held 20,940 shares of Everforth Inc worth $811K as of Q1 2026.
  • Sit Investment Associates left its Everforth Inc share count unchanged in Q1 2026.
  • Everforth Inc made up 0.02% of Sit Investment Associates's portfolio in Q1 2026, its #379 holding.
  • Sit Investment Associates first reported a position in Everforth Inc in Q2 2013 and has held it in 52 quarters since.
  • Sit Investment Associates's Everforth Inc position peaked at $7.83M in Q1 2014.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Sit Investment Associates's 13F filing for Q1 2026, filed 13 May 2026.