Caitlin John’s Everpure Inc P Stock Holding History

Caitlin John’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 Q3	–	Sell	-100	Closed	-$6.42K	–	928
2024 Q2	$6.42K	Hold	100	–	–	﹤0.01%	519
2024 Q1	$5.2K	Hold	100	–	–	﹤0.01%	560
2023 Q4	$3.57K	Buy	+100	New	+$3.51K	﹤0.01%	613

Other funds holding P

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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

CIP

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

DGI

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Caitlin John's P Position: Q3 2024 in Review

Caitlin John sold out of Everpure Inc (P) in Q3 2024, closing a stake of 100 shares — an estimated $6.42K sold.

Caitlin John first reported a position in P in Q4 2023 and held it in 3 quarters. The position peaked at $6.42K in Q2 2024. 617 funds tracked by Wall St. Rank hold P as of Q3 2024.

Caitlin John reported no remaining Everpure Inc position as of Q3 2024 after selling out during the quarter.
Caitlin John sold 100 Everpure Inc shares in Q3 2024, an estimated $6.42K.
Caitlin John first reported a position in Everpure Inc in Q4 2023 and held it in 3 quarters.
Caitlin John's Everpure Inc position peaked at $6.42K in Q2 2024.
617 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2024.

Based on Caitlin John's 13F filing for Q3 2024, filed 14 Nov 2024.