VSQM
EFOR

V-Square Quantitative Management’s Everforth Inc EFOR Stock Holding History

V-Square Quantitative 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
2025
Q1 		– Sell
-429
Closed -$35.8K – 703
2024
Q4 		$35.8K Buy
429
+167
+64% +$15.2K 0.01% 613
2024
Q3 		$24.4K Buy
+262
New +$24.3K ﹤0.01% 677

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

V-Square Quantitative Management's EFOR Position: Q1 2025 in Review

V-Square Quantitative Management sold out of Everforth Inc (EFOR) in Q1 2025, closing a stake of 429 shares — an estimated $35.8K sold.

V-Square Quantitative Management first reported a position in EFOR in Q3 2024 and held it in 2 quarters. The position peaked at $35.8K in Q4 2024. 305 funds tracked by Wall St. Rank hold EFOR as of Q1 2025.

  • V-Square Quantitative Management reported no remaining Everforth Inc position as of Q1 2025 after selling out during the quarter.
  • V-Square Quantitative Management sold 429 Everforth Inc shares in Q1 2025, an estimated $35.8K.
  • V-Square Quantitative Management first reported a position in Everforth Inc in Q3 2024 and held it in 2 quarters.
  • V-Square Quantitative Management's Everforth Inc position peaked at $35.8K in Q4 2024.
  • 305 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2025.

Based on V-Square Quantitative Management's 13F filing for Q1 2025, filed 13 May 2025.