CIA
P

Concurrent Investment Advisors’s Everpure Inc P Stock Holding History

Concurrent Investment 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
Q3 		– Sell
-100
Closed -$6.42K – 1132
2024
Q2 		$6.42K Buy
+100
New +$5.79K ﹤0.01% 980

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
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
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Concurrent Investment Advisors's P Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Everpure Inc (P) stake by 3.3% in Q1 2026, buying an estimated $19.6K and bringing the position to 9,026 shares worth $533K. The position accounts for 0.01% of the portfolio, ranked #1185.

Concurrent Investment Advisors first reported a position in P in Q4 2023 and has held it in 10 quarters since. The position peaked at $669K in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Concurrent Investment Advisors held 9,026 shares of Everpure Inc worth $533K as of Q1 2026.
  • Concurrent Investment Advisors bought 290 Everpure Inc shares in Q1 2026, an estimated $19.6K.
  • Everpure Inc made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1185 holding.
  • Concurrent Investment Advisors first reported a position in Everpure Inc in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's Everpure Inc position peaked at $669K in Q3 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.