Birchbrook’s Everpure Inc P Stock Holding History

Birchbrook’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
2024 Q1	–	Sell	-170	Closed	-$6.06K	–	302
2023 Q4	$6.06K	Buy	+170	New	+$5.96K	﹤0.01%	230

Other funds holding P

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

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

Birchbrook's P Position: Q1 2024 in Review

Birchbrook sold out of Everpure Inc (P) in Q1 2024, closing a stake of 170 shares — an estimated $6.06K sold.

Birchbrook first reported a position in P in Q4 2023 and held it in 1 quarter. The position peaked at $6.06K in Q4 2023. 558 funds tracked by Wall St. Rank hold P as of Q1 2024.

Birchbrook reported no remaining Everpure Inc position as of Q1 2024 after selling out during the quarter.
Birchbrook sold 170 Everpure Inc shares in Q1 2024, an estimated $6.06K.
Birchbrook first reported a position in Everpure Inc in Q4 2023 and held it in 1 quarter.
Birchbrook's Everpure Inc position peaked at $6.06K in Q4 2023.
558 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2024.

Based on Birchbrook's 13F filing for Q1 2024, filed 10 Jun 2025.