B
P

Bailard’s Everpure Inc P Stock Holding History

Bailard’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
2026
Q1 		$9.18M Buy
155,518
+54,487
+54% +$3.69M 0.21% 100
2025
Q4 		$6.77M Sell
101,031
-19,523
-16% -$1.63M 0.15% 121
2025
Q3 		$10.1M Sell
120,554
-2,233
-2% -$149K 0.22% 98
2025
Q2 		$7.07M Buy
122,787
+2,290
+2% +$114K 0.16% 114
2025
Q1 		$5.33M Sell
120,497
-9,580
-7% -$578K 0.14% 126
2024
Q4 		$7.99M Buy
130,077
+4,971
+4% +$277K 0.2% 105
2024
Q3 		$6.29M Sell
125,106
-3,760
-3% -$213K 0.16% 117
2024
Q2 		$8.27M Buy
128,866
+10,069
+8% +$583K 0.23% 96
2024
Q1 		$6.18M Buy
118,797
+14,818
+14% +$662K 0.17% 123
2023
Q4 		$3.71M Buy
103,979
+8,293
+9% +$291K 0.11% 164
2023
Q3 		$3.41M Buy
95,686
+1,547
+2% +$57.4K 0.11% 151
2023
Q2 		$3.47M Sell
94,139
-11,908
-11% -$337K 0.12% 143
2023
Q1 		$2.71M Buy
106,047
+31,526
+42% +$851K 0.1% 164
2022
Q4 		$1.99M Buy
+74,521
New +$2.17M 0.08% 188

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bailard's P Position: Q1 2026 in Review

Bailard increased its Everpure Inc (P) stake by 54% in Q1 2026, buying an estimated $3.69M and bringing the position to 155,518 shares worth $9.18M. The position accounts for 0.21% of the portfolio, ranked #100.

Bailard first reported a position in P in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.1M in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Bailard held 155,518 shares of Everpure Inc worth $9.18M as of Q1 2026.
  • Bailard bought 54,487 Everpure Inc shares in Q1 2026, an estimated $3.69M.
  • Everpure Inc made up 0.21% of Bailard's portfolio in Q1 2026, its #100 holding.
  • Bailard first reported a position in Everpure Inc in Q4 2022 and has held it in 14 quarters since.
  • Bailard's Everpure Inc position peaked at $10.1M in Q3 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.