Boston Partners
P

Boston Partners’s Everpure Inc P Stock Holding History

Boston Partners’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
Q2 		– Sell
-12,374
Closed -$643K – 775
2024
Q1 		$643K Sell
12,374
-16,994
-58% -$759K ﹤0.01% 648
2023
Q4 		$1.05M Sell
29,368
-19,105
-39% -$670K ﹤0.01% 549
2023
Q3 		$1.73M Hold
48,473
– – ﹤0.01% 503
2023
Q2 		$1.78M Buy
+48,473
New +$1.37M ﹤0.01% 493

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Boston Partners's P Position: Q2 2024 in Review

Boston Partners sold out of Everpure Inc (P) in Q2 2024, closing a stake of 12,374 shares — an estimated $643K sold.

Boston Partners first reported a position in P in Q2 2023 and held it in 4 quarters. The position peaked at $1.78M in Q2 2023. 653 funds tracked by Wall St. Rank hold P as of Q2 2024.

  • Boston Partners reported no remaining Everpure Inc position as of Q2 2024 after selling out during the quarter.
  • Boston Partners sold 12,374 Everpure Inc shares in Q2 2024, an estimated $643K.
  • Boston Partners first reported a position in Everpure Inc in Q2 2023 and held it in 4 quarters.
  • Boston Partners's Everpure Inc position peaked at $1.78M in Q2 2023.
  • 653 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2024.

Based on Boston Partners's 13F filing for Q2 2024, filed 14 Aug 2024.