VI
EFOR

Versor Investments’s Everforth Inc EFOR Stock Holding History

Versor Investments’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
-2,988
Closed -$249K – 700
2024
Q4 		$249K Sell
2,988
-2,135
-42% -$195K 0.04% 629
2024
Q3 		$478K Buy
+5,123
New +$475K 0.08% 428
2023
Q1 		– Sell
-4,316
Closed -$352K – 702
2022
Q4 		$352K Sell
4,316
-3,300
-43% -$289K 0.03% 456
2022
Q3 		$688K Buy
7,616
+3,997
+110% +$388K 0.04% 346
2022
Q2 		$327K Buy
+3,619
New +$371K 0.01% 618
2022
Q1 		– Sell
-4,319
Closed -$533K – 615
2021
Q4 		$533K Buy
+4,319
New +$528K 0.02% 247
2020
Q4 		– Sell
-4,800
Closed -$305K – 120
2020
Q3 		$305K Buy
4,800
+1,600
+50% +$110K 0.03% 211
2020
Q2 		$213K Buy
+3,200
New +$170K 0.02% 191

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

Versor Investments's EFOR Position: Q1 2025 in Review

Versor Investments sold out of Everforth Inc (EFOR) in Q1 2025, closing a stake of 2,988 shares — an estimated $249K sold.

Versor Investments first reported a position in EFOR in Q2 2020 and held it in 8 quarters. The position peaked at $688K in Q3 2022. 305 funds tracked by Wall St. Rank hold EFOR as of Q1 2025.

  • Versor Investments reported no remaining Everforth Inc position as of Q1 2025 after selling out during the quarter.
  • Versor Investments sold 2,988 Everforth Inc shares in Q1 2025, an estimated $249K.
  • Versor Investments first reported a position in Everforth Inc in Q2 2020 and held it in 8 quarters.
  • Versor Investments's Everforth Inc position peaked at $688K in Q3 2022.
  • 305 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2025.

Based on Versor Investments's 13F filing for Q1 2025, filed 13 May 2025.