SO
EFOR

STRS Ohio’s Everforth Inc EFOR Stock Holding History

STRS Ohio’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
2025
Q2 		– Sell
-1,400
Closed -$88.2K – 2203
2025
Q1 		$88.2K Sell
1,400
-700
-33% -$53.9K ﹤0.01% 1690
2024
Q4 		$175K Sell
2,100
-4,700
-69% -$429K ﹤0.01% 1540
2024
Q3 		$634K Sell
6,800
-3,600
-35% -$334K ﹤0.01% 1112
2024
Q2 		$917K Buy
10,400
+1,100
+12% +$105K ﹤0.01% 908
2024
Q1 		$974K Buy
9,300
+4,900
+111% +$474K ﹤0.01% 925
2023
Q4 		$423K Buy
4,400
+500
+13% +$43.7K ﹤0.01% 1345
2023
Q3 		$318K Buy
3,900
+800
+26% +$63.7K ﹤0.01% 1438
2023
Q2 		$234K Sell
3,100
-1,300
-30% -$93.5K ﹤0.01% 1556
2023
Q1 		$363K Sell
4,400
-200
-4% -$17.3K ﹤0.01% 1449
2022
Q4 		$374K Sell
4,600
-10,600
-70% -$930K ﹤0.01% 1426
2022
Q3 		$1.37M Hold
15,200
– – 0.01% 735
2022
Q2 		$1.37M Sell
15,200
-2,100
-12% -$215K 0.01% 753
2022
Q1 		$2.02M Hold
17,300
– – 0.01% 685
2021
Q4 		$2.13M Buy
17,300
+11,400
+193% +$1.39M 0.01% 706
2021
Q3 		$667K Sell
5,900
-5,500
-48% -$579K ﹤0.01% 1386
2021
Q2 		$1.1M Buy
11,400
+1,100
+11% +$112K ﹤0.01% 1108
2021
Q1 		$983K Buy
10,300
+4,500
+78% +$416K ﹤0.01% 1179
2020
Q4 		$484K Sell
5,800
-300
-5% -$23.1K ﹤0.01% 1490
2020
Q3 		$387K Hold
6,100
– – ﹤0.01% 1462
2020
Q2 		$406K Buy
6,100
+3,800
+165% +$202K ﹤0.01% 1424
2020
Q1 		$81K Sell
2,300
-3,200
-58% -$181K ﹤0.01% 1714
2019
Q4 		$390K Buy
5,500
+400
+8% +$26.1K ﹤0.01% 1522
2019
Q3 		$320K Buy
5,100
+600
+13% +$37K ﹤0.01% 1506
2019
Q2 		$272K Sell
4,500
-400
-8% -$24K ﹤0.01% 1615
2019
Q1 		$311K Sell
4,900
-200
-4% -$12.5K ﹤0.01% 1525
2018
Q4 		$277K Sell
5,100
-900
-15% -$58.7K ﹤0.01% 1541
2018
Q3 		$473K Sell
6,000
-4,200
-41% -$363K ﹤0.01% 1409
2018
Q2 		$797K Buy
+10,200
New +$835K ﹤0.01% 1071
2018
Q1 		– Sell
-4,800
Closed -$308K – 1875
2017
Q4 		$308K Buy
4,800
+1,500
+45% +$90.8K ﹤0.01% 1422
2017
Q3 		$177K Sell
3,300
-1,200
-27% -$60K ﹤0.01% 1555
2017
Q2 		$243K Buy
4,500
+1,400
+45% +$71.9K ﹤0.01% 1489
2017
Q1 		$150K Buy
3,100
+600
+24% +$27.8K ﹤0.01% 1569
2016
Q4 		$110K Buy
2,500
+1,400
+127% +$55.7K ﹤0.01% 1635
2016
Q3 		$39K Sell
1,100
-1,600
-59% -$59.5K ﹤0.01% 1792
2016
Q2 		$99K Buy
2,700
+600
+29% +$22.1K ﹤0.01% 1687
2016
Q1 		$77K Sell
2,100
-2,300
-52% -$81.2K ﹤0.01% 1716
2015
Q4 		$197K Buy
4,400
+1,900
+76% +$83.1K ﹤0.01% 1530
2015
Q3 		$92K Buy
2,500
+1,000
+67% +$38K ﹤0.01% 1671
2015
Q2 		$58K Hold
1,500
– – ﹤0.01% 1751
2015
Q1 		$57K Buy
+1,500
New +$54.6K ﹤0.01% 1680
2014
Q3 		– Sell
-1,800
Closed -$55.8K – 1783
2014
Q2 		$64K Buy
+1,800
New +$64.4K ﹤0.01% 1601

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

STRS Ohio's EFOR Position: Q2 2025 in Review

STRS Ohio sold out of Everforth Inc (EFOR) in Q2 2025, closing a stake of 1,400 shares — an estimated $88.2K sold.

STRS Ohio first reported a position in EFOR in Q2 2014 and held it in 41 quarters. The position peaked at $2.13M in Q4 2021. 287 funds tracked by Wall St. Rank hold EFOR as of Q2 2025.

  • STRS Ohio reported no remaining Everforth Inc position as of Q2 2025 after selling out during the quarter.
  • STRS Ohio sold 1,400 Everforth Inc shares in Q2 2025, an estimated $88.2K.
  • STRS Ohio first reported a position in Everforth Inc in Q2 2014 and held it in 41 quarters.
  • STRS Ohio's Everforth Inc position peaked at $2.13M in Q4 2021.
  • 287 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2025.

Based on STRS Ohio's 13F filing for Q2 2025, filed 4 Aug 2025.