YIH
EFOR

Y-Intercept (HK)’s Everforth Inc EFOR Stock Holding History

Y-Intercept (HK)’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
Q1 		– Sell
-50,096
Closed -$2.41M – 1539
2025
Q4 		$2.41M Buy
+50,096
New +$2.31M 0.05% 532
2025
Q2 		– Sell
-11,304
Closed -$712K – 1621
2025
Q1 		$712K Buy
+11,304
New +$870K 0.05% 545
2024
Q1 		– Sell
-3,891
Closed -$374K – 1354
2023
Q4 		$374K Buy
+3,891
New +$340K 0.03% 737
2023
Q1 		– Sell
-7,026
Closed -$572K – 1163
2022
Q4 		$572K Buy
+7,026
New +$616K 0.08% 386

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 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

Y-Intercept (HK)'s EFOR Position: Q1 2026 in Review

Y-Intercept (HK) sold out of Everforth Inc (EFOR) in Q1 2026, closing a stake of 50,096 shares — an estimated $2.41M sold.

Y-Intercept (HK) first reported a position in EFOR in Q4 2022 and held it in 4 quarters. The position peaked at $2.41M in Q4 2025. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Y-Intercept (HK) reported no remaining Everforth Inc position as of Q1 2026 after selling out during the quarter.
  • Y-Intercept (HK) sold 50,096 Everforth Inc shares in Q1 2026, an estimated $2.41M.
  • Y-Intercept (HK) first reported a position in Everforth Inc in Q4 2022 and held it in 4 quarters.
  • Y-Intercept (HK)'s Everforth Inc position peaked at $2.41M in Q4 2025.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Y-Intercept (HK)'s 13F filing for Q1 2026, filed 27 Apr 2026.