Colonial Trust’s Everpure Inc P Stock Holding History

Colonial Trust’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
2025 Q1	–	Sell	-209	Closed	-$12.8K	–	1282
2024 Q4	$12.8K	Buy	+209	New	+$11.6K	﹤0.01%	905

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Colonial Trust's P Position: Q1 2025 in Review

Colonial Trust sold out of Everpure Inc (P) in Q1 2025, closing a stake of 209 shares — an estimated $12.8K sold.

Colonial Trust first reported a position in P in Q4 2024 and held it in 1 quarter. The position peaked at $12.8K in Q4 2024. 648 funds tracked by Wall St. Rank hold P as of Q1 2025.

Colonial Trust reported no remaining Everpure Inc position as of Q1 2025 after selling out during the quarter.
Colonial Trust sold 209 Everpure Inc shares in Q1 2025, an estimated $12.8K.
Colonial Trust first reported a position in Everpure Inc in Q4 2024 and held it in 1 quarter.
Colonial Trust's Everpure Inc position peaked at $12.8K in Q4 2024.
648 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2025.

Based on Colonial Trust's 13F filing for Q1 2025, filed 14 May 2025.