State of Tennessee, Department of Treasury’s Everforth Inc EFOR Stock Holding History

State of Tennessee, Department of Treasury’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	$699K	Buy	18,060 +5,935	+49%	+$265K	﹤0.01%	1324
2025 Q4	$632K	Sell	12,125 -519	-4%	-$23.9K	﹤0.01%	1341
2025 Q3	$599K	Sell	12,644 -4,862	-28%	-$248K	﹤0.01%	1372
2025 Q2	$874K	Hold	17,506	–	–	﹤0.01%	1230
2025 Q1	$1.1M	Hold	17,506	–	–	﹤0.01%	1116
2024 Q4	$1.46M	Sell	17,506 -2,494	-12%	-$228K	0.01%	1032
2024 Q3	$1.86M	Hold	20,000	–	–	0.01%	961
2024 Q2	$1.76M	Sell	20,000 -24,107	-55%	-$2.3M	0.01%	922
2024 Q1	$4.62M	Buy	44,107 +16,000	+57%	+$1.55M	0.02%	600
2023 Q4	$2.7M	Buy	+28,107	New	+$2.45M	0.01%	747
2023 Q3	–	Sell	-24,313	Closed	-$1.84M	–	1606
2023 Q2	$1.84M	Buy	24,313 +8,588	+55%	+$617K	0.01%	895
2023 Q1	$1.3M	Sell	15,725 -1,027	-6%	-$89.1K	0.01%	1001
2022 Q4	$1.36M	Hold	16,752	–	–	0.01%	995
2022 Q3	$1.51M	Buy	16,752 +1,209	+8%	+$117K	0.01%	929
2022 Q2	$1.4M	Hold	15,543	–	–	0.01%	947
2022 Q1	$1.81M	Hold	15,543	–	–	0.01%	928
2021 Q4	$1.92M	Hold	15,543	–	–	0.01%	897
2021 Q3	$1.76M	Sell	15,543 -1,548	-9%	-$163K	0.01%	908
2021 Q2	$1.66M	Hold	17,091	–	–	0.01%	968
2021 Q1	$1.63M	Sell	17,091 -1,415	-8%	-$131K	0.01%	937
2020 Q4	$1.55M	Buy	18,506 +836	+5%	+$64.3K	0.01%	896
2020 Q3	$1.12M	Sell	17,670 -4,751	-21%	-$327K	0.01%	904
2020 Q2	$1.5M	Sell	22,421 -2,691	-11%	-$143K	0.01%	806
2020 Q1	$887K	Buy	25,112 +7,942	+46%	+$450K	0.01%	930
2019 Q4	$1.22M	Sell	17,170 -2,830	-14%	-$185K	0.01%	984
2019 Q3	$1.26M	Buy	+20,000	New	+$1.24M	0.01%	981
2018 Q4	–	Sell	-34,102	Closed	-$2.69M	–	1572
2018 Q3	$2.69M	Buy	34,102 +447	+1%	+$38.6K	0.01%	730
2018 Q2	$2.63M	Sell	33,655 -1,177	-3%	-$96.3K	0.01%	738
2018 Q1	$2.85M	Sell	34,832 -3,658	-10%	-$274K	0.01%	691
2017 Q4	$2.47M	Sell	38,490 -4,190	-10%	-$254K	0.01%	773
2017 Q3	$2.29M	Sell	42,680 -2,698	-6%	-$135K	0.01%	789
2017 Q2	$2.46M	Sell	45,378 -875	-2%	-$44.9K	0.01%	771
2017 Q1	$2.25M	Buy	46,253 +6,980	+18%	+$323K	0.01%	829
2016 Q4	$1.73M	Hold	39,273	–	–	0.01%	893
2016 Q3	$1.43M	Buy	39,273 +1,380	+4%	+$51.3K	0.01%	921
2016 Q2	$1.4M	Hold	37,893	–	–	0.01%	878
2016 Q1	$1.4M	Buy	37,893 +893	+2%	+$31.5K	0.01%	841
2015 Q4	$1.66M	Buy	+37,000	New	+$1.62M	0.01%	761
2015 Q3	–	Sell	-35,700	Closed	-$1.4M	–	895
2015 Q2	$1.4M	Sell	35,700 -1,000	-3%	-$38.2K	0.01%	870
2015 Q1	$1.41M	Sell	36,700 -600	-2%	-$21.9K	0.01%	885
2014 Q4	$1.24M	Sell	37,300 -2,800	-7%	-$84.2K	0.01%	906
2014 Q3	$1.08M	Hold	40,100	–	–	0.01%	897
2014 Q2	$1.43M	Sell	40,100 -1,700	-4%	-$60.9K	0.01%	829
2014 Q1	$1.61M	Sell	41,800 -6,300	-13%	-$211K	0.01%	813
2013 Q4	$1.68M	Buy	48,100 +1,800	+4%	+$60K	0.01%	880
2013 Q3	$1.53M	Buy	+46,300	New	+$1.44M	0.01%	912

Other funds holding EFOR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

State of Tennessee, Department of Treasury's EFOR Position: Q1 2026 in Review

State of Tennessee, Department of Treasury increased its Everforth Inc (EFOR) stake by 49% in Q1 2026, buying an estimated $265K and bringing the position to 18,060 shares worth $699K. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

State of Tennessee, Department of Treasury first reported a position in EFOR in Q3 2013 and has held it in 46 quarters since. The position peaked at $4.62M in Q1 2024. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

State of Tennessee, Department of Treasury held 18,060 shares of Everforth Inc worth $699K as of Q1 2026.
State of Tennessee, Department of Treasury bought 5,935 Everforth Inc shares in Q1 2026, an estimated $265K.
Everforth Inc made up ﹤0.01% of State of Tennessee, Department of Treasury's portfolio in Q1 2026, its #1324 holding.
State of Tennessee, Department of Treasury first reported a position in Everforth Inc in Q3 2013 and has held it in 46 quarters since.
State of Tennessee, Department of Treasury's Everforth Inc position peaked at $4.62M in Q1 2024.
249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on State of Tennessee, Department of Treasury's 13F filing for Q1 2026, filed 15 May 2026.