I2I
P

Insight 2811 Inc’s Everpure Inc P Stock Holding History

Insight 2811 Inc’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
2020
Q1 		– Sell
-20,800
Closed -$356K – 82
2019
Q4 		$356K Sell
20,800
-2,800
-12% -$49.5K 0.23% 58
2019
Q3 		$400K Sell
23,600
-1,300
-5% -$20.4K 0.28% 54
2019
Q2 		$388K Buy
+24,900
New +$486K 0.28% 62

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Insight 2811 Inc's P Position: Q1 2020 in Review

Insight 2811 Inc sold out of Everpure Inc (P) in Q1 2020, closing a stake of 20,800 shares — an estimated $356K sold.

Insight 2811 Inc first reported a position in P in Q2 2019 and held it in 3 quarters. The position peaked at $400K in Q3 2019. 223 funds tracked by Wall St. Rank hold P as of Q1 2020.

  • Insight 2811 Inc reported no remaining Everpure Inc position as of Q1 2020 after selling out during the quarter.
  • Insight 2811 Inc sold 20,800 Everpure Inc shares in Q1 2020, an estimated $356K.
  • Insight 2811 Inc first reported a position in Everpure Inc in Q2 2019 and held it in 3 quarters.
  • Insight 2811 Inc's Everpure Inc position peaked at $400K in Q3 2019.
  • 223 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2020.

Based on Insight 2811 Inc's 13F filing for Q1 2020, filed 5 May 2020.