ZEGA Investments’s Everforth Inc EFOR Stock Holding History

ZEGA 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	-3,063	Closed	-$283K	–	140
2024 Q4	$283K	Buy	+3,063	New	+$280K	0.07%	103

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

ZEGA Investments's EFOR Position: Q1 2025 in Review

ZEGA Investments sold out of Everforth Inc (EFOR) in Q1 2025, closing a stake of 3,063 shares — an estimated $283K sold.

ZEGA Investments first reported a position in EFOR in Q4 2024 and held it in 1 quarter. The position peaked at $283K in Q4 2024. 305 funds tracked by Wall St. Rank hold EFOR as of Q1 2025.

ZEGA Investments reported no remaining Everforth Inc position as of Q1 2025 after selling out during the quarter.
ZEGA Investments sold 3,063 Everforth Inc shares in Q1 2025, an estimated $283K.
ZEGA Investments first reported a position in Everforth Inc in Q4 2024 and held it in 1 quarter.
ZEGA Investments's Everforth Inc position peaked at $283K in Q4 2024.
305 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2025.

Based on ZEGA Investments's 13F filing for Q1 2025, filed 14 May 2025.