GF
P

Gries Financial’s Everpure Inc P Stock Holding History

Gries Financial’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 		$241K Buy
+2,879
New +$191K 0.04% 274
2025
Q1 		– Sell
-3,829
Closed -$235K – 303
2024
Q4 		$235K Buy
+3,829
New +$213K 0.04% 245
2024
Q3 		– Sell
-4,212
Closed -$270K – 281
2024
Q2 		$270K Buy
4,212
+112
+3% +$6.48K 0.06% 202
2024
Q1 		$213K Buy
+4,100
New +$183K 0.04% 259

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return

Gries Financial's P Position: Q3 2025 in Review

Gries Financial opened a new position in Everpure Inc (P) in Q3 2025: 2,879 shares worth $241K. The stake represents 0.04% of the portfolio and ranks #274 among its holdings. This is a return to the name: Gries Financial previously reported a position in P as recently as Q4 2024.

Gries Financial first reported a position in P in Q1 2024 and has held it in 4 quarters since. The position peaked at $270K in Q2 2024. 773 funds tracked by Wall St. Rank hold P as of Q3 2025.

  • Gries Financial held 2,879 shares of Everpure Inc worth $241K as of Q3 2025.
  • Everpure Inc was a new Gries Financial position in Q3 2025.
  • Everpure Inc made up 0.04% of Gries Financial's portfolio in Q3 2025, its #274 holding.
  • Gries Financial first reported a position in Everpure Inc in Q1 2024 and has held it in 4 quarters since.
  • Gries Financial's Everpure Inc position peaked at $270K in Q2 2024.
  • 773 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.