Smartleaf Asset Management
EFOR icon

Smartleaf Asset Management’s Everforth Inc EFOR Stock Holding History

Smartleaf 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
2026
Q3 		$3.49K Sell
106
-80
-43% -$2.23K ﹤0.01% 2857
2026
Q2 		$3.48K Hold
186
– – ﹤0.01% 2810
2026
Q1 		$7.11K Buy
186
+51
+38% +$2.27K ﹤0.01% 2482
2025
Q4 		$6.65K Buy
135
+93
+221% +$4.29K ﹤0.01% 2583
2025
Q3 		$1.99K Sell
42
-251
-86% -$12.8K ﹤0.01% 2621
2025
Q2 		$14.7K Sell
293
-73
-20% -$3.99K ﹤0.01% 1685
2025
Q1 		$23.1K Sell
366
-22
-6% -$1.69K ﹤0.01% 1541
2024
Q4 		$32.4K Sell
388
-49
-11% -$4.47K ﹤0.01% 1394
2024
Q3 		$40.8K Buy
437
+55
+14% +$5.1K 0.01% 988
2024
Q2 		$33.6K Buy
382
+22
+6% +$2.1K 0.01% 845
2024
Q1 		$37.3K Buy
360
+358
+17,900% +$34.6K 0.01% 744
2023
Q4 		$0 Buy
+2
New +$175 ﹤0.01% 1125

Other funds holding EFOR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Smartleaf Asset Management's EFOR Position: Q3 2026 in Review

Smartleaf Asset Management reduced its Everforth Inc (EFOR) stake by 43% in Q3 2026, selling an estimated $2.23K and leaving 106 shares worth $3.49K. The position accounts for ﹤0.01% of the portfolio, ranked #2857.

Smartleaf Asset Management first reported a position in EFOR in Q4 2023 and has held it in 12 quarters since. The position peaked at $40.8K in Q3 2024. 224 funds tracked by Wall St. Rank hold EFOR as of Q3 2026.

  • Smartleaf Asset Management held 106 shares of Everforth Inc worth $3.49K as of Q3 2026.
  • Smartleaf Asset Management sold 80 Everforth Inc shares in Q3 2026, an estimated $2.23K.
  • Everforth Inc made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q3 2026, its #2857 holding.
  • Smartleaf Asset Management first reported a position in Everforth Inc in Q4 2023 and has held it in 12 quarters since.
  • Smartleaf Asset Management's Everforth Inc position peaked at $40.8K in Q3 2024.
  • 224 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.