SOMRS
EFOR

State of Michigan Retirement System’s Everforth Inc EFOR Stock Holding History

State of Michigan Retirement System’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 		– Sell
-10,121
Closed -$488K – 942
2025
Q4 		$488K Sell
10,121
-300
-3% -$13.8K ﹤0.01% 922
2025
Q3 		$493K Sell
10,421
-100
-1% -$5.1K ﹤0.01% 928
2025
Q2 		$525K Sell
10,521
-100
-0.9% -$5.46K ﹤0.01% 921
2025
Q1 		$669K Buy
10,621
+200
+2% +$15.4K ﹤0.01% 902
2024
Q4 		$868K Sell
10,421
-200
-2% -$18.3K ﹤0.01% 878
2024
Q3 		$990K Sell
10,621
-400
-4% -$37.1K ﹤0.01% 860
2024
Q2 		$972K Sell
11,021
-600
-5% -$57.3K 0.01% 838
2024
Q1 		$1.22M Buy
11,621
+300
+3% +$29K 0.01% 791
2023
Q4 		$1.09M Sell
11,321
-200
-2% -$17.5K 0.01% 808
2023
Q3 		$941K Sell
11,521
-600
-5% -$47.8K 0.01% 813
2023
Q2 		$917K Sell
12,121
-500
-4% -$35.9K 0.01% 841
2023
Q1 		$1.04M Sell
12,621
-100
-0.8% -$8.67K 0.01% 806
2022
Q4 		$1.04M Buy
12,721
+100
+0.8% +$8.77K 0.01% 789
2022
Q3 		$1.14M Sell
12,621
-400
-3% -$38.8K 0.01% 726
2022
Q2 		$1.18M Sell
13,021
-200
-2% -$20.5K 0.01% 735
2022
Q1 		$1.54M Sell
13,221
-24
-0.2% -$2.72K 0.01% 675
2021
Q4 		$1.63M Hold
13,245
– – 0.01% 701
2021
Q3 		$1.5M Sell
13,245
-200
-1% -$21K 0.01% 719
2021
Q2 		$1.3M Sell
13,445
-6,200
-32% -$633K 0.01% 764
2021
Q1 		$1.88M Buy
19,645
+400
+2% +$36.9K 0.01% 739
2020
Q4 		$1.61M Buy
19,245
+100
+0.5% +$7.69K 0.01% 726
2020
Q3 		$1.22M Hold
19,145
– – 0.01% 733
2020
Q2 		$1.28M Buy
19,145
+4,545
+31% +$241K 0.01% 697
2020
Q1 		$516K Sell
14,600
-900
-6% -$51K 0.01% 803
2019
Q4 		$1.1M Buy
15,500
+200
+1% +$13.1K 0.01% 773
2019
Q3 		$962K Sell
15,300
-300
-2% -$18.5K 0.01% 779
2019
Q2 		$945K Sell
15,600
-3,200
-17% -$192K 0.01% 790
2019
Q1 		$1.19M Buy
18,800
+100
+0.5% +$6.25K 0.01% 777
2018
Q4 		$1.02M Buy
+18,700
New +$1.22M 0.01% 775

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

State of Michigan Retirement System's EFOR Position: Q1 2026 in Review

State of Michigan Retirement System sold out of Everforth Inc (EFOR) in Q1 2026, closing a stake of 10,121 shares — an estimated $488K sold.

State of Michigan Retirement System first reported a position in EFOR in Q4 2018 and held it in 29 quarters. The position peaked at $1.88M in Q1 2021. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • State of Michigan Retirement System reported no remaining Everforth Inc position as of Q1 2026 after selling out during the quarter.
  • State of Michigan Retirement System sold 10,121 Everforth Inc shares in Q1 2026, an estimated $488K.
  • State of Michigan Retirement System first reported a position in Everforth Inc in Q4 2018 and held it in 29 quarters.
  • State of Michigan Retirement System's Everforth Inc position peaked at $1.88M in Q1 2021.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on State of Michigan Retirement System's 13F filing for Q1 2026, filed 4 May 2026.