BC
P

Burleson & Co’s Everpure Inc P Stock Holding History

Burleson & 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
2022
Q4 		$1.61K Hold
60
– – ﹤0.01% 344
2022
Q3 		$2K Sell
60
-55
-48% -$1.55K ﹤0.01% 352
2022
Q2 		$3K Buy
115
+55
+92% +$1.52K ﹤0.01% 321
2022
Q1 		$2K Hold
60
– – ﹤0.01% 336
2021
Q4 		$2K Hold
60
– – ﹤0.01% 316
2021
Q3 		$2K Hold
60
– – ﹤0.01% 310
2021
Q2 		$1K Hold
60
– – ﹤0.01% 344
2021
Q1 		$1K Buy
+60
New +$1.43K ﹤0.01% 344

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Burleson & Co's P Position: Q4 2022 in Review

Burleson & Co held its Everpure Inc (P) position steady in Q4 2022 at 60 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Burleson & Co first reported a position in P in Q1 2021 and has held it in 8 quarters since. The position peaked at $3K in Q2 2022. 436 funds tracked by Wall St. Rank hold P as of Q4 2022.

  • Burleson & Co held 60 shares of Everpure Inc worth $1.61K as of Q4 2022.
  • Burleson & Co left its Everpure Inc share count unchanged in Q4 2022.
  • Everpure Inc made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #344 holding.
  • Burleson & Co first reported a position in Everpure Inc in Q1 2021 and has held it in 8 quarters since.
  • Burleson & Co's Everpure Inc position peaked at $3K in Q2 2022.
  • 436 funds tracked by Wall St. Rank held Everpure Inc as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.