Coastal Bridge Advisors’s Everpure Inc P Stock Holding History

Coastal Bridge 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
2026 Q1	$1.88M	Sell	31,797 -1,097	-3%	-$74.3K	0.13%	161
2025 Q4	$2.2M	Sell	32,894 -102	-0.3%	-$8.52K	0.16%	143
2025 Q3	$2.77M	Sell	32,996 -14	-0%	-$931	0.21%	114
2025 Q2	$1.9M	Buy	+33,010	New	+$1.64M	0.16%	144
2025 Q1	–	Sell	-31,797	Closed	-$1.95M	–	366
2024 Q4	$1.95M	Hold	31,797	–	–	0.49%	45
2024 Q3	$1.6M	Hold	31,797	–	–	0.4%	48
2024 Q2	$2.04M	Hold	31,797	–	–	0.51%	39
2024 Q1	$1.65M	Hold	31,797	–	–	0.38%	45
2023 Q4	$1.13M	Hold	31,797	–	–	0.29%	58
2023 Q3	$1.13M	Hold	31,797	–	–	0.3%	56
2023 Q2	$1.17M	Hold	31,797	–	–	0.29%	56
2023 Q1	$811K	Hold	31,797	–	–	0.21%	65
2022 Q4	$851K	Hold	31,797	–	–	0.24%	64
2022 Q3	$870K	Hold	31,797	–	–	0.23%	62
2022 Q2	$818K	Hold	31,797	–	–	0.25%	62
2022 Q1	$1.12M	Sell	31,797 -31,797	-50%	-$925K	0.26%	54
2021 Q4	$1.75M	Buy	63,594 +31,797	+100%	+$923K	0.37%	46
2021 Q3	$800K	Hold	31,797	–	–	0.18%	58
2021 Q2	$621K	Hold	31,797	–	–	0.13%	78
2021 Q1	$685K	Hold	31,797	–	–	0.13%	67
2020 Q4	$719K	Hold	31,797	–	–	0.14%	59
2020 Q3	$489K	Sell	31,797 -1,959	-6%	-$32K	0.15%	71
2020 Q2	$585K	Hold	33,756	–	–	0.19%	67
2020 Q1	$415K	Hold	33,756	–	–	0.15%	77
2019 Q4	$578K	Sell	33,756 -8,758	-21%	-$155K	0.15%	67
2019 Q3	$720K	Hold	42,514	–	–	0.25%	57
2019 Q2	$649K	Hold	42,514	–	–	0.19%	61
2019 Q1	$926K	Hold	42,514	–	–	0.32%	45
2018 Q4	$684K	Hold	42,514	–	–	0.27%	52
2018 Q3	$1.1M	Hold	42,514	–	–	0.42%	36
2018 Q2	$1.01M	Buy	42,514 +16,783	+65%	+$369K	0.41%	40
2018 Q1	$513K	Buy	+25,731	New	+$505K	0.19%	66

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Coastal Bridge Advisors's P Position: Q1 2026 in Review

Coastal Bridge Advisors reduced its Everpure Inc (P) stake by 3.3% in Q1 2026, selling an estimated $74.3K and leaving 31,797 shares worth $1.88M. The position accounts for 0.13% of the portfolio, ranked #161.

Coastal Bridge Advisors first reported a position in P in Q1 2018 and has held it in 32 quarters since. The position peaked at $2.77M in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

Coastal Bridge Advisors held 31,797 shares of Everpure Inc worth $1.88M as of Q1 2026.
Coastal Bridge Advisors sold 1,097 Everpure Inc shares in Q1 2026, an estimated $74.3K.
Everpure Inc made up 0.13% of Coastal Bridge Advisors's portfolio in Q1 2026, its #161 holding.
Coastal Bridge Advisors first reported a position in Everpure Inc in Q1 2018 and has held it in 32 quarters since.
Coastal Bridge Advisors's Everpure Inc position peaked at $2.77M in Q3 2025.
763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.