AG
P

Aperio Group’s Everpure Inc P Stock Holding History

Aperio Group’s Portfolio P Stock Details P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$441K Sell
19,509
-1,408
-7% -$27K ﹤0.01% 2022
2020
Q3 		$322K Sell
20,917
-441
-2% -$7.21K ﹤0.01% 2043
2020
Q2 		$370K Sell
21,358
-950
-4% -$14.2K ﹤0.01% 1922
2020
Q1 		$274K Buy
+22,308
New +$362K ﹤0.01% 1962
2019
Q3 		– Sell
-10,569
Closed -$161K – 2648
2019
Q2 		$161K Buy
+10,569
New +$206K ﹤0.01% 2244

Other funds holding P

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Aperio Group's P Position: Q4 2020 in Review

Aperio Group reduced its Everpure Inc (P) stake by 6.7% in Q4 2020, selling an estimated $27K and leaving 19,509 shares worth $441K. The position accounts for ﹤0.01% of the portfolio, ranked #2022.

Aperio Group first reported a position in P in Q2 2019 and has held it in 5 quarters since. 266 funds tracked by Wall St. Rank hold P as of Q4 2020.

  • Aperio Group held 19,509 shares of Everpure Inc worth $441K as of Q4 2020.
  • Aperio Group sold 1,408 Everpure Inc shares in Q4 2020, an estimated $27K.
  • Everpure Inc made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2022 holding.
  • Aperio Group first reported a position in Everpure Inc in Q2 2019 and has held it in 5 quarters since.
  • 266 funds tracked by Wall St. Rank held Everpure Inc as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.