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 Q3	$26.1K	Sell	792 -28	-3%	-$780	﹤0.01%	2061
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

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Sterling Capital Management's EFOR Position: Q3 2026 in Review

Sterling Capital Management reduced its Everforth Inc (EFOR) stake by 3.4% in Q3 2026, selling an estimated $780 and leaving 792 shares worth $26.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2061.

Sterling Capital Management first reported a position in EFOR in Q3 2024 and has held it in 9 quarters since. The position peaked at $13.6M in Q3 2024. 72 funds tracked by Wall St. Rank hold EFOR as of Q3 2026.

Sterling Capital Management held 792 shares of Everforth Inc worth $26.1K as of Q3 2026.
Sterling Capital Management sold 28 Everforth Inc shares in Q3 2026, an estimated $780.
Everforth Inc made up ﹤0.01% of Sterling Capital Management's portfolio in Q3 2026, its #2061 holding.
Sterling Capital Management first reported a position in Everforth Inc in Q3 2024 and has held it in 9 quarters since.
Sterling Capital Management's Everforth Inc position peaked at $13.6M in Q3 2024.
72 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2026.

Based on Sterling Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.