AL
P

Aspiriant LLC’s Everpure Inc P Stock Holding History

Aspiriant LLC’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
Q2 		– Sell
-16,318
Closed -$201K – 190
2020
Q1 		$201K Hold
16,318
– – 0.02% 180
2019
Q4 		$279K Buy
+16,318
New +$289K 0.03% 175
2018
Q3 		– Sell
-31,622
Closed -$755K – 253
2018
Q2 		$755K Buy
+31,622
New +$695K 0.06% 128
2017
Q4 		– Sell
-38,748
Closed -$620K – 151
2017
Q3 		$620K Hold
38,748
– – 0.05% 129
2017
Q2 		$496K Sell
38,748
-24,252
-38% -$282K 0.04% 144
2017
Q1 		$619K Buy
+63,000
New +$698K 0.05% 139

Other funds holding P

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Aspiriant LLC's P Position: Q2 2020 in Review

Aspiriant LLC sold out of Everpure Inc (P) in Q2 2020, closing a stake of 16,318 shares — an estimated $201K sold.

Aspiriant LLC first reported a position in P in Q1 2017 and held it in 6 quarters. The position peaked at $755K in Q2 2018. 259 funds tracked by Wall St. Rank hold P as of Q2 2020.

  • Aspiriant LLC reported no remaining Everpure Inc position as of Q2 2020 after selling out during the quarter.
  • Aspiriant LLC sold 16,318 Everpure Inc shares in Q2 2020, an estimated $201K.
  • Aspiriant LLC first reported a position in Everpure Inc in Q1 2017 and held it in 6 quarters.
  • Aspiriant LLC's Everpure Inc position peaked at $755K in Q2 2018.
  • 259 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2020.

Based on Aspiriant LLC's 13F filing for Q2 2020, filed 6 Aug 2020.