DI
P

Disciplined Investments’s Everpure Inc P Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-1
Closed -$37 – 1197
2023
Q2 		$37 Sell
1
-3
-75% -$85 ﹤0.01% 1676
2023
Q1 		$102 Buy
4
+2
+100% +$54 ﹤0.01% 1577
2022
Q4 		$54 Buy
2
+1
+100% +$29 ﹤0.01% 1584
2022
Q3 		$0 Sell
1
-2
-67% -$57 ﹤0.01% 1529
2022
Q2 		$0 Buy
+3
New +$83 ﹤0.01% 1546

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Disciplined Investments's P Position: Q3 2023 in Review

Disciplined Investments sold out of Everpure Inc (P) in Q3 2023, closing a stake of 1 share — an estimated $37 sold.

Disciplined Investments first reported a position in P in Q2 2022 and held it in 5 quarters. The position peaked at $102 in Q1 2023. 466 funds tracked by Wall St. Rank hold P as of Q3 2023.

  • Disciplined Investments reported no remaining Everpure Inc position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 1 Everpure Inc share in Q3 2023, an estimated $37.
  • Disciplined Investments first reported a position in Everpure Inc in Q2 2022 and held it in 5 quarters.
  • Disciplined Investments's Everpure Inc position peaked at $102 in Q1 2023.
  • 466 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.