Echo Street Capital Management’s Everpure Inc P Stock Holding History

Echo Street Capital Management’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 Q4	–	Sell	-6,401	Closed	-$228K	–	334
2023 Q3	$228K	Buy	+6,401	New	+$237K	﹤0.01%	416
2023 Q2	–	Sell	-26,566	Closed	-$678K	–	571
2023 Q1	$678K	Buy	26,566 +10,988	+71%	+$297K	0.01%	194
2022 Q4	$417K	Buy	+15,578	New	+$453K	﹤0.01%	332
2022 Q3	–	Sell	-13,961	Closed	-$359K	–	672
2022 Q2	$359K	Buy	13,961 +453	+3%	+$12.5K	﹤0.01%	387
2022 Q1	$477K	Sell	13,508 -20,772	-61%	-$605K	﹤0.01%	415
2021 Q4	$1.12M	Buy	+34,280	New	+$995K	0.01%	225
2021 Q3	–	Sell	-26,038	Closed	-$509K	–	725
2021 Q2	$509K	Sell	26,038 -10,597	-29%	-$208K	﹤0.01%	359
2021 Q1	$789K	Buy	+36,635	New	+$871K	0.01%	206

Other funds holding P

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Echo Street Capital Management's P Position: Q4 2023 in Review

Echo Street Capital Management sold out of Everpure Inc (P) in Q4 2023, closing a stake of 6,401 shares — an estimated $228K sold.

Echo Street Capital Management first reported a position in P in Q1 2021 and held it in 8 quarters. The position peaked at $1.12M in Q4 2021. 473 funds tracked by Wall St. Rank hold P as of Q4 2023.

Echo Street Capital Management reported no remaining Everpure Inc position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 6,401 Everpure Inc shares in Q4 2023, an estimated $228K.
Echo Street Capital Management first reported a position in Everpure Inc in Q1 2021 and held it in 8 quarters.
Echo Street Capital Management's Everpure Inc position peaked at $1.12M in Q4 2021.
473 funds tracked by Wall St. Rank held Everpure Inc as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.