Householder Group Estate & Retirement Specialist’s Everpure Inc P Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023 Q1	$151K	Sell	5,900 -187	-3%	-$5.05K	0.06%	234
2022 Q4	$162K	Hold	6,087	–	–	0.24%	53
2022 Q3	$166K	Buy	+6,087	New	+$172K	0.07%	197
2022 Q2	–	Sell	-6,087	Closed	-$215K	–	201
2022 Q1	$215K	Sell	6,087 -56	-0.9%	-$1.63K	0.09%	183
2021 Q4	$200K	Buy	+6,143	New	+$178K	0.07%	193

Other funds holding P

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

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's P Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist reduced its Everpure Inc (P) stake by 3.1% in Q1 2023, selling an estimated $5.05K and leaving 5,900 shares worth $151K. The position accounts for 0.06% of the portfolio, ranked #234.

Householder Group Estate & Retirement Specialist first reported a position in P in Q4 2021 and has held it in 5 quarters since. The position peaked at $215K in Q1 2022. 408 funds tracked by Wall St. Rank hold P as of Q1 2023.

Householder Group Estate & Retirement Specialist held 5,900 shares of Everpure Inc worth $151K as of Q1 2023.
Householder Group Estate & Retirement Specialist sold 187 Everpure Inc shares in Q1 2023, an estimated $5.05K.
Everpure Inc made up 0.06% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #234 holding.
Householder Group Estate & Retirement Specialist first reported a position in Everpure Inc in Q4 2021 and has held it in 5 quarters since.
Householder Group Estate & Retirement Specialist's Everpure Inc position peaked at $215K in Q1 2022.
408 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.