Bank Julius Baer & Co’s Everpure Inc P Stock Holding History

Bank Julius Baer & Co’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	$1.62M	Sell	28,261 -2,545	-8%	-$172K	﹤0.01%	339
2025 Q4	$2.08M	Sell	30,806 -4,951	-14%	-$414K	0.01%	322
2025 Q3	$3M	Buy	35,757 +31,796	+803%	+$2.11M	0.01%	287
2025 Q2	$228K	Sell	3,961 -988	-20%	-$49.2K	﹤0.01%	434
2025 Q1	$219K	Sell	4,949 -246	-5%	-$14.8K	﹤0.01%	421
2024 Q4	$352K	Buy	5,195 +403	+8%	+$22.4K	﹤0.01%	379
2024 Q3	$285K	Sell	4,792 -356	-7%	-$20.1K	﹤0.01%	371
2024 Q2	$368K	Sell	5,148 -4,850	-49%	-$281K	﹤0.01%	298
2024 Q1	$520K	Sell	9,998 -1,342	-12%	-$59.9K	﹤0.01%	311
2023 Q4	$404K	Sell	11,340 -4,666	-29%	-$164K	﹤0.01%	346
2023 Q3	$570K	Sell	16,006 -3,086	-16%	-$114K	﹤0.01%	303
2023 Q2	$703K	Sell	19,092 -293	-2%	-$8.3K	﹤0.01%	302
2023 Q1	$495K	Buy	+19,385	New	+$523K	﹤0.01%	348
2021 Q1	–	Sell	-12,517	Closed	-$283K	–	878
2020 Q4	$283K	Buy	+12,517	New	+$240K	﹤0.01%	519

Other funds holding P

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

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

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

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 Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank Julius Baer & Co's P Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its Everpure Inc (P) stake by 8.3% in Q1 2026, selling an estimated $172K and leaving 28,261 shares worth $1.62M. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Bank Julius Baer & Co first reported a position in P in Q4 2020 and has held it in 14 quarters since. The position peaked at $3M in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

Bank Julius Baer & Co held 28,261 shares of Everpure Inc worth $1.62M as of Q1 2026.
Bank Julius Baer & Co sold 2,545 Everpure Inc shares in Q1 2026, an estimated $172K.
Everpure Inc made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #339 holding.
Bank Julius Baer & Co first reported a position in Everpure Inc in Q4 2020 and has held it in 14 quarters since.
Bank Julius Baer & Co's Everpure Inc position peaked at $3M in Q3 2025.
763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.