GI
P

Gradient Investments’s Everpure Inc P Stock Holding History

Gradient Investments’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
2021
Q2 		– Sell
-31
Closed -$1K – 1239
2021
Q1 		$1K Hold
31
– – ﹤0.01% 1099
2020
Q4 		$0 Hold
31
– – ﹤0.01% 1165
2020
Q3 		$0 Sell
31
-94
-75% -$1.54K ﹤0.01% 1201
2020
Q2 		$2K Sell
125
-185
-60% -$2.77K ﹤0.01% 902
2020
Q1 		$4K Sell
310
-65,212
-100% -$1.06M ﹤0.01% 819
2019
Q4 		$1.12M Sell
65,522
-2,210
-3% -$39.1K 0.05% 192
2019
Q3 		$1.15M Buy
67,732
+9,441
+16% +$148K 0.06% 184
2019
Q2 		$890K Buy
58,291
+28,383
+95% +$554K 0.05% 200
2019
Q1 		$652K Sell
29,908
-10,302
-26% -$196K 0.04% 165
2018
Q4 		$647K Buy
+40,210
New +$792K 0.04% 164
2018
Q1 		– Sell
-27,194
Closed -$431K – 1125
2017
Q4 		$431K Buy
27,194
+5,019
+23% +$83.7K 0.02% 198
2017
Q3 		$355K Sell
22,175
-535
-2% -$7.34K 0.02% 200
2017
Q2 		$291K Buy
22,710
+2,122
+10% +$24.7K 0.02% 202
2017
Q1 		$202K Sell
20,588
-953
-4% -$10.6K 0.02% 220
2016
Q4 		$244K Sell
21,541
-8,675
-29% -$112K 0.02% 177
2016
Q3 		$409K Sell
30,216
-80
-0.3% -$998 0.04% 132
2016
Q2 		$330K Buy
+30,296
New +$395K 0.04% 139

Other funds holding P

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Gradient Investments's P Position: Q2 2021 in Review

Gradient Investments sold out of Everpure Inc (P) in Q2 2021, closing a stake of 31 shares — an estimated $1K sold.

Gradient Investments first reported a position in P in Q2 2016 and held it in 17 quarters. The position peaked at $1.15M in Q3 2019. 290 funds tracked by Wall St. Rank hold P as of Q2 2021.

  • Gradient Investments reported no remaining Everpure Inc position as of Q2 2021 after selling out during the quarter.
  • Gradient Investments sold 31 Everpure Inc shares in Q2 2021, an estimated $1K.
  • Gradient Investments first reported a position in Everpure Inc in Q2 2016 and held it in 17 quarters.
  • Gradient Investments's Everpure Inc position peaked at $1.15M in Q3 2019.
  • 290 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2021.

Based on Gradient Investments's 13F filing for Q2 2021, filed 12 Jul 2021.