DT
P

Diversified Trust’s Everpure Inc P Stock Holding History

Diversified 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
2026
Q2 		$3.78M Buy
47,932
+8,785
+22% +$644K 0.06% 162
2026
Q1 		$2.31M Buy
39,147
+15,486
+65% +$1.05M 0.04% 226
2025
Q4 		$1.59M Sell
23,661
-14,674
-38% -$1.23M 0.03% 312
2025
Q3 		$3.21M Sell
38,335
-3,276
-8% -$218K 0.06% 168
2025
Q2 		$2.4M Sell
41,611
-1,355
-3% -$67.4K 0.05% 204
2025
Q1 		$1.9M Sell
42,966
-3,080
-7% -$186K 0.05% 220
2024
Q4 		$2.83M Sell
46,046
-1,974
-4% -$110K 0.07% 168
2024
Q3 		$2.41M Sell
48,020
-27
-0.1% -$1.53K 0.06% 199
2024
Q2 		$3.09M Sell
48,047
-36,302
-43% -$2.1M 0.09% 137
2024
Q1 		$4.39M Sell
84,349
-5,818
-6% -$260K 0.13% 88
2023
Q4 		$3.22M Buy
90,167
+8,822
+11% +$309K 0.11% 100
2023
Q3 		$2.9M Sell
81,345
-5,166
-6% -$192K 0.11% 107
2023
Q2 		$3.19M Sell
86,511
-7,086
-8% -$201K 0.12% 104
2023
Q1 		$2.39M Buy
93,597
+11,841
+14% +$320K 0.09% 123
2022
Q4 		$2.19M Sell
81,756
-6,638
-8% -$193K 0.09% 126
2022
Q3 		$2.42M Buy
88,394
+7,998
+10% +$226K 0.11% 99
2022
Q2 		$2.07M Sell
80,396
-2,289
-3% -$63.3K 0.09% 124
2022
Q1 		$2.92M Sell
82,685
-5,639
-6% -$164K 0.1% 105
2021
Q4 		$2.88M Buy
88,324
+2,689
+3% +$78K 0.09% 114
2021
Q3 		$2.15M Buy
85,635
+16,434
+24% +$363K 0.08% 131
2021
Q2 		$1.35M Buy
69,201
+5,258
+8% +$103K 0.05% 192
2021
Q1 		$1.38M Sell
63,943
-21,637
-25% -$515K 0.05% 169
2020
Q4 		$1.94M Buy
85,580
+4,100
+5% +$78.6K 0.08% 125
2020
Q3 		$1.25M Buy
81,480
+1,505
+2% +$24.6K 0.06% 154
2020
Q2 		$1.39M Buy
79,975
+13,095
+20% +$196K 0.07% 123
2020
Q1 		$823K Buy
66,880
+11,310
+20% +$183K 0.05% 150
2019
Q4 		$951K Buy
55,570
+9,535
+21% +$169K 0.04% 146
2019
Q3 		$780K Buy
46,035
+5,475
+13% +$85.9K 0.04% 137
2019
Q2 		$619K Buy
40,560
+10,640
+36% +$208K 0.03% 174
2019
Q1 		$652K Buy
29,920
+2,675
+10% +$50.8K 0.03% 166
2018
Q4 		$438K Buy
27,245
+5,265
+24% +$104K 0.02% 188
2018
Q3 		$570K Buy
21,980
+2,610
+13% +$64.8K 0.03% 161
2018
Q2 		$463K Buy
19,370
+9,070
+88% +$199K 0.03% 167
2018
Q1 		$205K Buy
+10,300
New +$202K 0.01% 289

Other funds holding P

US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
SAM
Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Diversified Trust's P Position: Q2 2026 in Review

Diversified Trust increased its Everpure Inc (P) stake by 22% in Q2 2026, buying an estimated $644K and bringing the position to 47,932 shares worth $3.78M. The position accounts for 0.06% of the portfolio, ranked #162.

Diversified Trust first reported a position in P in Q1 2018 and has held it in 34 quarters since. The position peaked at $4.39M in Q1 2024. 98 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Diversified Trust held 47,932 shares of Everpure Inc worth $3.78M as of Q2 2026.
  • Diversified Trust bought 8,785 Everpure Inc shares in Q2 2026, an estimated $644K.
  • Everpure Inc made up 0.06% of Diversified Trust's portfolio in Q2 2026, its #162 holding.
  • Diversified Trust first reported a position in Everpure Inc in Q1 2018 and has held it in 34 quarters since.
  • Diversified Trust's Everpure Inc position peaked at $4.39M in Q1 2024.
  • 98 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.