CIP
P

Convergence Investment Partners’s Everpure Inc P Stock Holding History

Convergence Investment Partners’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
-13,803
Closed -$886K – 279
2024
Q2 		$886K Sell
13,803
-5,587
-29% -$323K 0.26% 123
2024
Q1 		$1.01M Buy
+19,390
New +$866K 0.39% 82
2023
Q3 		– Sell
-5,974
Closed -$220K – 186
2023
Q2 		$220K Buy
+5,974
New +$169K 0.13% 152

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Convergence Investment Partners's P Position: Q3 2024 in Review

Convergence Investment Partners sold out of Everpure Inc (P) in Q3 2024, closing a stake of 13,803 shares — an estimated $886K sold.

Convergence Investment Partners first reported a position in P in Q2 2023 and held it in 3 quarters. The position peaked at $1.01M in Q1 2024. 617 funds tracked by Wall St. Rank hold P as of Q3 2024.

  • Convergence Investment Partners reported no remaining Everpure Inc position as of Q3 2024 after selling out during the quarter.
  • Convergence Investment Partners sold 13,803 Everpure Inc shares in Q3 2024, an estimated $886K.
  • Convergence Investment Partners first reported a position in Everpure Inc in Q2 2023 and held it in 3 quarters.
  • Convergence Investment Partners's Everpure Inc position peaked at $1.01M in Q1 2024.
  • 617 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2024.

Based on Convergence Investment Partners's 13F filing for Q3 2024, filed 29 Oct 2024.