WAM
EFOR

Wolverine Asset Management’s Everforth Inc EFOR Stock Holding History

Wolverine Asset 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
-1,784
Closed -$149K – 1565
2024
Q4 		$149K Hold
1,784
– – ﹤0.01% 1063
2024
Q3 		$166K Hold
1,784
– – ﹤0.01% 1042
2024
Q2 		$157K Hold
1,784
– – ﹤0.01% 1028
2024
Q1 		$187K Sell
1,784
-1,030
-37% -$99.6K ﹤0.01% 972
2023
Q4 		$271K Sell
2,814
-2,750
-49% -$240K ﹤0.01% 998
2023
Q3 		$454K Buy
+5,564
New +$443K 0.01% 901
2019
Q3 		– Sell
-100,000
Closed -$6.06M – 1383
2019
Q2 		$6.06M Buy
+100,000
New +$6.01M 0.08% 205

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

Wolverine Asset Management's EFOR Position: Q1 2025 in Review

Wolverine Asset Management sold out of Everforth Inc (EFOR) in Q1 2025, closing a stake of 1,784 shares — an estimated $149K sold.

Wolverine Asset Management first reported a position in EFOR in Q2 2019 and held it in 7 quarters. The position peaked at $6.06M in Q2 2019. 305 funds tracked by Wall St. Rank hold EFOR as of Q1 2025.

  • Wolverine Asset Management reported no remaining Everforth Inc position as of Q1 2025 after selling out during the quarter.
  • Wolverine Asset Management sold 1,784 Everforth Inc shares in Q1 2025, an estimated $149K.
  • Wolverine Asset Management first reported a position in Everforth Inc in Q2 2019 and held it in 7 quarters.
  • Wolverine Asset Management's Everforth Inc position peaked at $6.06M in Q2 2019.
  • 305 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2025.

Based on Wolverine Asset Management's 13F filing for Q1 2025, filed 12 May 2025.