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 Q2	$14.7K	Sell	820 -561	-41%	-$13.7K	﹤0.01%	2034
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sterling Capital Management's EFOR Position: Q2 2026 in Review

Sterling Capital Management reduced its Everforth Inc (EFOR) stake by 41% in Q2 2026, selling an estimated $13.7K and leaving 820 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2034.

Sterling Capital Management first reported a position in EFOR in Q3 2024 and has held it in 8 quarters since. The position peaked at $13.6M in Q3 2024. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

Sterling Capital Management held 820 shares of Everforth Inc worth $14.7K as of Q2 2026.
Sterling Capital Management sold 561 Everforth Inc shares in Q2 2026, an estimated $13.7K.
Everforth Inc made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #2034 holding.
Sterling Capital Management first reported a position in Everforth Inc in Q3 2024 and has held it in 8 quarters since.
Sterling Capital Management's Everforth Inc position peaked at $13.6M in Q3 2024.
247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.