Estate Counselors’s Everpure Inc P Stock Holding History

Estate Counselors’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
2025 Q1	–	Sell	-35,515	Closed	-$2.18M	–	116
2024 Q4	$2.18M	Hold	35,515	–	–	0.23%	49
2024 Q3	$1.78M	Hold	35,515	–	–	0.18%	55
2024 Q2	$2.28M	Hold	35,515	–	–	0.25%	38
2024 Q1	$1.85M	Buy	+35,515	New	+$1.59M	0.21%	49

Other funds holding P

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Estate Counselors's P Position: Q1 2025 in Review

Estate Counselors sold out of Everpure Inc (P) in Q1 2025, closing a stake of 35,515 shares — an estimated $2.18M sold.

Estate Counselors first reported a position in P in Q1 2024 and held it in 4 quarters. The position peaked at $2.28M in Q2 2024. 648 funds tracked by Wall St. Rank hold P as of Q1 2025.

Estate Counselors reported no remaining Everpure Inc position as of Q1 2025 after selling out during the quarter.
Estate Counselors sold 35,515 Everpure Inc shares in Q1 2025, an estimated $2.18M.
Estate Counselors first reported a position in Everpure Inc in Q1 2024 and held it in 4 quarters.
Estate Counselors's Everpure Inc position peaked at $2.28M in Q2 2024.
648 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2025.

Based on Estate Counselors's 13F filing for Q1 2025, filed 14 May 2025.