EL
P

Essex LLC’s Everpure Inc P Stock Holding History

Essex LLC’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
Q1 		– Sell
-3,687
Closed -$247K – 184
2025
Q4 		$247K Buy
3,687
+67
+2% +$5.6K 0.04% 162
2025
Q3 		$303K Hold
3,620
– – 0.06% 145
2025
Q2 		$208K Buy
+3,620
New +$180K 0.04% 170
2025
Q1 		– Sell
-3,685
Closed -$226K – 175
2024
Q4 		$226K Buy
+3,685
New +$205K 0.05% 157

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Essex LLC's P Position: Q1 2026 in Review

Essex LLC sold out of Everpure Inc (P) in Q1 2026, closing a stake of 3,687 shares — an estimated $247K sold.

Essex LLC first reported a position in P in Q4 2024 and held it in 4 quarters. The position peaked at $303K in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Essex LLC reported no remaining Everpure Inc position as of Q1 2026 after selling out during the quarter.
  • Essex LLC sold 3,687 Everpure Inc shares in Q1 2026, an estimated $247K.
  • Essex LLC first reported a position in Everpure Inc in Q4 2024 and held it in 4 quarters.
  • Essex LLC's Everpure Inc position peaked at $303K in Q3 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Essex LLC's 13F filing for Q1 2026, filed 24 Apr 2026.