Everforth, Inc.
US ˙ NYSE ˙ US00191U1025

SecurityEFOR / Everforth, Inc.
InstitutionBlackRock, Inc.
Latest Disclosed Ownership5,886,809 shares
Ownership 13.10%
BlackRock, Inc. ownership in EFOR / Everforth, Inc.

2024-11-08 - BlackRock, Inc. has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 5,886,809 shares of Everforth, Inc. (US:EFOR). This represents 13.1 percent ownership of the company. In their previous filing dated 2024-10-23 , BlackRock, Inc. had reported owning 5,886,809 shares, indicating a decrease of 0.00 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date
Effective
Date
Form Prev
Shares
Latest
Shares
ΔShares
(Percent)
Ownership
(Percent)
ΔOwnership
(Percent)
2024-11-08 2024-11-08 13G/A 5,886,809 5,886,809 0.00 13.10 0.00
2024-10-23 2024-10-23 13G/A 5,886,809 13.10
2024-01-23 2024-01-23 13G/A 5,893,259 5,692,155 -3.41 12.10 2.54
2023-01-26 2023-01-26 13G/A 5,893,259 5,893,259 0.00 11.80 0.00
2023-01-20 2023-01-20 13G 5,663,019 5,893,259 4.07 11.80 8.26
2022-01-27 2022-01-27 13G/A 5,663,019 5,663,019 0.00 10.90 0.00
2022-01-25 2022-01-25 13G/A 6,331,826 5,663,019 -10.56 10.90 -9.17
2021-01-27 2021-01-27 13G/A 6,331,826 6,331,826 0.00 12.00 0.00
2021-01-27 2021-01-27 13G/A 6,494,937 6,331,826 -2.51 12.00 -2.44
2020-02-04 2020-02-04 13G/A 6,135,493 6,494,937 5.86 12.30 5.13
2019-01-24 2019-01-24 13G 6,098,116 6,135,493 0.61 11.70 0.00

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F ASGN COM 00191U102 6,669,147 1,041,200 18.50 258,163 -4.77 0.0003
2026-02-12 2025-12-31 13F ASGN COM 00191U102 5,627,947 -180,438 -3.11 271,098 -1.43 0.0046
2025-11-12 2025-09-30 13F ASGN COM 00191U102 5,808,385 59,990 1.04 275,027 -4.18 0.0048
2025-08-12 2025-06-30 13F ASGN COM 00191U102 5,748,395 -69,240 -1.19 287,017 -21.71 0.0055
2025-05-02 2025-03-31 13F ASGN COM 00191U102 5,817,635 -91,264 -1.54 366,627 -25.55 0.0077
2025-02-07 2024-12-31 13F ASGN COM 00191U102 5,908,899 22,090 0.38 492,448 -10.27 0.0100
2024-11-13 2024-09-30 13F ASGN COM 00191U102 5,886,809 -17,540 -0.30 548,827 5.42 0.0115
2024-08-13 2024-06-30 13F ASGN COM 00191U102 5,904,349 319,503 5.72 520,586 -11.02 0.0118
2024-05-10 2024-03-31 13F ASGN COM 00191U102 5,584,846 -107,309 -1.89 585,068 6.88 0.0136
2024-02-13 2023-12-31 13F ASGN COM 00191U102 5,692,155 54,429 0.97 547,415 18.88 0.0140
2023-11-13 2023-09-30 13F ASGN COM 00191U102 5,637,726 -106,443 -1.85 460,489 6.00 0.0132
2023-08-11 2023-06-30 13F ASGN COM 00191U102 5,744,169 35,297 0.62 434,432 -7.95 0.0120
2023-05-12 2023-03-31 13F ASGN COM 00191U102 5,708,872 -184,387 -3.13 471,952 -1.71 0.0139
2023-02-13 2022-12-31 13F ASGN COM 00191U102 5,893,259 158,945 2.77 480,183 -7.34 0.0150
2022-11-14 2022-09-30 13F ASGN COM 00191U102 5,734,314 -76,971 -1.32 518,211 -1.19 0.0176
2022-08-12 2022-06-30 13F ASGN COM 00191U102 5,811,285 131,453 2.31 524,467 -20.88 0.0168
2022-05-12 2022-03-31 13F ASGN COM 00191U102 5,679,832 16,813 0.30 662,894 -5.14 0.0179
2022-02-10 2021-12-31 13F ASGN COM 00191U102 5,663,019 -254,172 -4.30 698,818 4.38 0.0178
2021-11-09 2021-09-30 13F ASGN COM 00191U102 5,917,191 -291,075 -4.69 669,472 11.25 0.0187
2021-08-11 2021-06-30 13F ASGN COM 00191U102 6,208,266 -237,219 -3.68 601,768 -2.18 0.0167
2021-05-07 2021-03-31 13F ASGN COM 00191U102 6,445,485 113,659 1.80 615,156 16.31 0.0181
2021-02-05 2020-12-31 13F ASGN COM 00191U102 6,331,826 482,459 8.25 528,897 42.26 0.0169
2020-11-06 2020-09-30 13F ASGN COM 00191U102 5,849,367 -326,052 -5.28 371,785 -9.71 0.0137
2020-08-14 2020-06-30 13F ASGN COM 00191U102 6,175,419 -49,996 -0.80 411,778 87.27 0.0164
2020-05-01 2020-03-31 13F ASGN COM 00191U102 6,225,415 -269,522 -4.15 219,880 -52.30 0.0108
2020-02-13 2019-12-31 13F ASGN COM 00191U102 6,494,937 199,606 3.17 460,945 16.48 0.0177
2019-11-08 2019-09-30 13F ASGN COM 00191U102 6,295,331 273,777 4.55 395,725 8.45 0.0166
2019-08-22 2019-06-30 13F/A-1 ASGN COM 00191U102 6,021,554 -1,510 -0.03 364,905 -4.58 0.0156
2019-08-13 2019-06-30 13F ASGN COM 00191U102 6,021,554 -1,510 364,905
2019-05-09 2019-03-31 13F ASGN COM 00191U102 6,023,064 -112,429 -1.83 382,406 14.36 0.0171
2019-02-08 2018-12-31 13F ASGN COM 00191U102 6,135,493 -1,514,103 -19.79 334,385 -44.62 0.0169
2018-11-09 2018-09-30 13F ASGN COM 00191U102 7,649,596 496,422 6.94 603,783 7.95 0.0261
2018-08-09 2018-06-30 13F ASGN COM 00191U102 7,153,174 535,801 8.10 559,307 3.23 0.0258
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.