BTI
P

Blue Trust Inc’s Everpure Inc P Stock Holding History

Blue Trust Inc’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 		$98.1K Sell
1,661
-199
-11% -$13.5K ﹤0.01% 1039
2025
Q4 		$125K Buy
1,860
+52
+3% +$4.34K ﹤0.01% 956
2025
Q3 		$152K Buy
1,808
+212
+13% +$14.1K ﹤0.01% 907
2025
Q2 		$91.9K Buy
1,596
+321
+25% +$16K ﹤0.01% 1085
2025
Q1 		$56.4K Buy
1,275
+51
+4% +$3.08K ﹤0.01% 1286
2024
Q4 		$75.2K Sell
1,224
-2,942
-71% -$164K ﹤0.01% 1057
2024
Q3 		$267K Buy
4,166
+3,425
+462% +$194K ﹤0.01% 731
2024
Q2 		$38.5K Buy
741
+471
+174% +$27.3K ﹤0.01% 1367
2024
Q1 		$14K Sell
270
-155
-36% -$6.92K ﹤0.01% 1350
2023
Q4 		$15K Buy
425
+282
+197% +$9.89K ﹤0.01% 1436
2023
Q3 		$5K Sell
143
-21
-13% -$779 ﹤0.01% 1647
2023
Q2 		$5K Hold
164
– – ﹤0.01% 1543
2023
Q1 		$5K Sell
164
-12
-7% -$324 ﹤0.01% 1801
2022
Q4 		$5K Buy
176
+152
+633% +$4.42K ﹤0.01% 1748
2022
Q3 		$0 Buy
24
+10
+71% +$283 ﹤0.01% 2273
2022
Q2 		$0 Buy
+14
New +$387 ﹤0.01% 1988

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

Blue Trust Inc's P Position: Q1 2026 in Review

Blue Trust Inc reduced its Everpure Inc (P) stake by 11% in Q1 2026, selling an estimated $13.5K and leaving 1,661 shares worth $98.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1039.

Blue Trust Inc first reported a position in P in Q2 2022 and has held it in 16 quarters since. The position peaked at $267K in Q3 2024. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Blue Trust Inc held 1,661 shares of Everpure Inc worth $98.1K as of Q1 2026.
  • Blue Trust Inc sold 199 Everpure Inc shares in Q1 2026, an estimated $13.5K.
  • Everpure Inc made up ﹤0.01% of Blue Trust Inc's portfolio in Q1 2026, its #1039 holding.
  • Blue Trust Inc first reported a position in Everpure Inc in Q2 2022 and has held it in 16 quarters since.
  • Blue Trust Inc's Everpure Inc position peaked at $267K in Q3 2024.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.