FIM
P

Freedom Investment Management’s Everpure Inc P Stock Holding History

Freedom 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
2025
Q3 		– Sell
-5,850
Closed -$337K – 541
2025
Q2 		$337K Sell
5,850
-5,266
-47% -$262K 0.03% 561
2025
Q1 		$492K Buy
11,116
+2,855
+35% +$172K 0.04% 429
2024
Q4 		$507K Sell
8,261
-5,648
-41% -$315K 0.04% 429
2024
Q3 		$699K Buy
13,909
+4,181
+43% +$236K 0.06% 332
2024
Q2 		$625K Buy
9,728
+1,497
+18% +$86.6K 0.05% 360
2024
Q1 		$428K Buy
8,231
+411
+5% +$18.4K 0.03% 486
2023
Q4 		$279K Buy
7,820
+846
+12% +$29.7K 0.02% 618
2023
Q3 		$248K Buy
+6,974
New +$259K 0.03% 567

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
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return

Freedom Investment Management's P Position: Q3 2025 in Review

Freedom Investment Management sold out of Everpure Inc (P) in Q3 2025, closing a stake of 5,850 shares — an estimated $337K sold.

Freedom Investment Management first reported a position in P in Q3 2023 and held it in 8 quarters. The position peaked at $699K in Q3 2024. 772 funds tracked by Wall St. Rank hold P as of Q3 2025.

  • Freedom Investment Management reported no remaining Everpure Inc position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 5,850 Everpure Inc shares in Q3 2025, an estimated $337K.
  • Freedom Investment Management first reported a position in Everpure Inc in Q3 2023 and held it in 8 quarters.
  • Freedom Investment Management's Everpure Inc position peaked at $699K in Q3 2024.
  • 772 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.