EIM
P

Essex Investment Management’s Everpure Inc P Stock Holding History

Essex Investment 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
2019
Q4 		– Sell
-17,065
Closed -$289K – 506
2019
Q3 		$289K Hold
17,065
– – 0.04% 338
2019
Q2 		$261K Buy
17,065
+2,897
+20% +$56.6K 0.04% 349
2019
Q1 		$309K Sell
14,168
-584
-4% -$11.1K 0.05% 303
2018
Q4 		$237K Sell
14,752
-706
-5% -$13.9K 0.04% 321
2018
Q3 		$401K Hold
15,458
– – 0.05% 315
2018
Q2 		$369K Sell
15,458
-99
-0.6% -$2.18K 0.05% 313
2018
Q1 		$310K Sell
15,557
-6,584
-30% -$129K 0.04% 307
2017
Q4 		$351K Buy
+22,141
New +$369K 0.05% 308

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Essex Investment Management's P Position: Q4 2019 in Review

Essex Investment Management sold out of Everpure Inc (P) in Q4 2019, closing a stake of 17,065 shares — an estimated $289K sold.

Essex Investment Management first reported a position in P in Q4 2017 and held it in 8 quarters. The position peaked at $401K in Q3 2018. 241 funds tracked by Wall St. Rank hold P as of Q4 2019.

  • Essex Investment Management reported no remaining Everpure Inc position as of Q4 2019 after selling out during the quarter.
  • Essex Investment Management sold 17,065 Everpure Inc shares in Q4 2019, an estimated $289K.
  • Essex Investment Management first reported a position in Everpure Inc in Q4 2017 and held it in 8 quarters.
  • Essex Investment Management's Everpure Inc position peaked at $401K in Q3 2018.
  • 241 funds tracked by Wall St. Rank held Everpure Inc as of Q4 2019.

Based on Essex Investment Management's 13F filing for Q4 2019, filed 10 Feb 2020.