DF
P

Donoghue Forlines’s Everpure Inc P Stock Holding History

Donoghue Forlines’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
Q4 		– Sell
-7,119
Closed -$358K – 237
2024
Q3 		$358K Sell
7,119
-23,605
-77% -$1.33M 0.1% 182
2024
Q2 		$1.97M Sell
30,724
-5,310
-15% -$307K 0.56% 31
2024
Q1 		$1.87M Buy
+36,034
New +$1.61M 0.53% 41
2023
Q4 		– Sell
-41,937
Closed -$1.49M – 251
2023
Q3 		$1.49M Sell
41,937
-10,228
-20% -$379K 0.53% 36
2023
Q2 		$1.92M Buy
52,165
+986
+2% +$27.9K 0.6% 26
2023
Q1 		$1.31M Sell
51,179
-1,838
-3% -$49.6K 0.47% 48
2022
Q4 		$1.42M Buy
53,017
+20,942
+65% +$609K 0.5% 45
2022
Q3 		$878K Sell
32,075
-22,269
-41% -$630K 0.32% 46
2022
Q2 		$1.4M Buy
54,344
+26,449
+95% +$732K 0.37% 50
2022
Q1 		$985K Buy
27,895
+8,682
+45% +$253K 0.21% 140
2021
Q4 		$625K Sell
19,213
-4,923
-20% -$143K 0.11% 208
2021
Q3 		$607K Sell
24,136
-618
-2% -$13.6K 0.12% 175
2021
Q2 		$483K Buy
24,754
+1,008
+4% +$19.8K 0.09% 181
2021
Q1 		$511K Sell
23,746
-2,284
-9% -$54.3K 0.1% 182
2020
Q4 		$589K Buy
+26,030
New +$499K 0.11% 194

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
Geode Capital Management
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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Donoghue Forlines's P Position: Q4 2024 in Review

Donoghue Forlines sold out of Everpure Inc (P) in Q4 2024, closing a stake of 7,119 shares — an estimated $358K sold.

Donoghue Forlines first reported a position in P in Q4 2020 and held it in 15 quarters. The position peaked at $1.97M in Q2 2024. 663 funds tracked by Wall St. Rank hold P as of Q4 2024.

  • Donoghue Forlines reported no remaining Everpure Inc position as of Q4 2024 after selling out during the quarter.
  • Donoghue Forlines sold 7,119 Everpure Inc shares in Q4 2024, an estimated $358K.
  • Donoghue Forlines first reported a position in Everpure Inc in Q4 2020 and held it in 15 quarters.
  • Donoghue Forlines's Everpure Inc position peaked at $1.97M in Q2 2024.
  • 663 funds tracked by Wall St. Rank held Everpure Inc as of Q4 2024.

Based on Donoghue Forlines's 13F filing for Q4 2024, filed 17 Jan 2025.