SCM
EFOR

Sterling Capital Management’s Everforth Inc EFOR Stock Holding History

Sterling Capital 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
Q1 		$53.5K Sell
1,381
-1,021
-43% -$45.5K ﹤0.01% 1609
2025
Q4 		$116K Sell
2,402
-1,735
-42% -$80K ﹤0.01% 1476
2025
Q3 		$196K Buy
4,137
+1,809
+78% +$92.3K ﹤0.01% 1329
2025
Q2 		$116K Sell
2,328
-15,853
-87% -$866K ﹤0.01% 1332
2025
Q1 		$1.15M Sell
18,181
-52,978
-74% -$4.08M 0.02% 563
2024
Q4 		$5.93M Sell
71,159
-74,362
-51% -$6.79M 0.08% 173
2024
Q3 		$13.6M Buy
+145,521
New +$13.5M 0.18% 86

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

Sterling Capital Management's EFOR Position: Q1 2026 in Review

Sterling Capital Management reduced its Everforth Inc (EFOR) stake by 43% in Q1 2026, selling an estimated $45.5K and leaving 1,381 shares worth $53.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1609.

Sterling Capital Management first reported a position in EFOR in Q3 2024 and has held it in 7 quarters since. The position peaked at $13.6M in Q3 2024. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Sterling Capital Management held 1,381 shares of Everforth Inc worth $53.5K as of Q1 2026.
  • Sterling Capital Management sold 1,021 Everforth Inc shares in Q1 2026, an estimated $45.5K.
  • Everforth Inc made up ﹤0.01% of Sterling Capital Management's portfolio in Q1 2026, its #1609 holding.
  • Sterling Capital Management first reported a position in Everforth Inc in Q3 2024 and has held it in 7 quarters since.
  • Sterling Capital Management's Everforth Inc position peaked at $13.6M in Q3 2024.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Sterling Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.