BCA
P

Berman Capital Advisors’s Everpure Inc P Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$41K Buy
1,662
+792
+91% +$17.5K 0.01% 756
2021
Q2 		$16K Buy
870
+840
+2,800% +$16.5K ﹤0.01% 989
2021
Q1 		$0 Hold
30
– – ﹤0.01% 1870
2020
Q4 		$0 Buy
+30
New +$575 ﹤0.01% 1798

Other funds holding P

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Berman Capital Advisors's P Position: Q3 2021 in Review

Berman Capital Advisors increased its Everpure Inc (P) stake by 91% in Q3 2021, buying an estimated $17.5K and bringing the position to 1,662 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #756.

Berman Capital Advisors first reported a position in P in Q4 2020 and has held it in 4 quarters since. 312 funds tracked by Wall St. Rank hold P as of Q3 2021.

  • Berman Capital Advisors held 1,662 shares of Everpure Inc worth $41K as of Q3 2021.
  • Berman Capital Advisors bought 792 Everpure Inc shares in Q3 2021, an estimated $17.5K.
  • Everpure Inc made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #756 holding.
  • Berman Capital Advisors first reported a position in Everpure Inc in Q4 2020 and has held it in 4 quarters since.
  • 312 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.