FAM
P

Formidable Asset Management’s Everpure Inc P Stock Holding History

Formidable Asset 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
2025
Q1 		– Sell
-3,273
Closed -$201K – 400
2024
Q4 		$201K Buy
+3,273
New +$182K 0.03% 356
2024
Q3 		– Sell
-3,653
Closed -$235K – 395
2024
Q2 		$235K Buy
+3,653
New +$211K 0.04% 345
2019
Q2 		– Sell
-5,557
Closed -$505K – 316
2019
Q1 		$505K Buy
+5,557
New +$106K 0.2% 99

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Formidable Asset Management's P Position: Q1 2025 in Review

Formidable Asset Management sold out of Everpure Inc (P) in Q1 2025, closing a stake of 3,273 shares — an estimated $201K sold.

Formidable Asset Management first reported a position in P in Q1 2019 and held it in 3 quarters. The position peaked at $505K in Q1 2019. 648 funds tracked by Wall St. Rank hold P as of Q1 2025.

  • Formidable Asset Management reported no remaining Everpure Inc position as of Q1 2025 after selling out during the quarter.
  • Formidable Asset Management sold 3,273 Everpure Inc shares in Q1 2025, an estimated $201K.
  • Formidable Asset Management first reported a position in Everpure Inc in Q1 2019 and held it in 3 quarters.
  • Formidable Asset Management's Everpure Inc position peaked at $505K in Q1 2019.
  • 648 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2025.

Based on Formidable Asset Management's 13F filing for Q1 2025, filed 5 May 2025.