Claris Advisors’s Everpure Inc P Stock Holding History

Claris Advisors’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 Q4	–	Sell	-4	Closed	-$201	–	882
2024 Q3	$201	Buy	+4	New	+$226	﹤0.01%	957

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Claris Advisors's P Position: Q4 2024 in Review

Claris Advisors sold out of Everpure Inc (P) in Q4 2024, closing a stake of 4 shares — an estimated $201 sold.

Claris Advisors first reported a position in P in Q3 2024 and held it in 1 quarter. The position peaked at $201 in Q3 2024. 663 funds tracked by Wall St. Rank hold P as of Q4 2024.

Claris Advisors reported no remaining Everpure Inc position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 4 Everpure Inc shares in Q4 2024, an estimated $201.
Claris Advisors first reported a position in Everpure Inc in Q3 2024 and held it in 1 quarter.
Claris Advisors's Everpure Inc position peaked at $201 in Q3 2024.
663 funds tracked by Wall St. Rank held Everpure Inc as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.