J. Safra Sarasin Holding’s Everpure Inc P Stock Holding History

J. Safra Sarasin Holding’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
2026 Q1	–	Sell	-5,895	Closed	-$395K	–	580
2025 Q4	$395K	Buy	+5,895	New	+$492K	0.01%	426
2025 Q2	–	Sell	-34,701	Closed	-$1.54M	–	539
2025 Q1	$1.54M	Sell	34,701 -16,014	-32%	-$966K	0.03%	253
2024 Q4	$3.12M	Buy	+50,715	New	+$2.82M	0.05%	171

Other funds holding P

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

J. Safra Sarasin Holding's P Position: Q1 2026 in Review

J. Safra Sarasin Holding sold out of Everpure Inc (P) in Q1 2026, closing a stake of 5,895 shares — an estimated $395K sold.

J. Safra Sarasin Holding first reported a position in P in Q4 2024 and held it in 3 quarters. The position peaked at $3.12M in Q4 2024. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

J. Safra Sarasin Holding reported no remaining Everpure Inc position as of Q1 2026 after selling out during the quarter.
J. Safra Sarasin Holding sold 5,895 Everpure Inc shares in Q1 2026, an estimated $395K.
J. Safra Sarasin Holding first reported a position in Everpure Inc in Q4 2024 and held it in 3 quarters.
J. Safra Sarasin Holding's Everpure Inc position peaked at $3.12M in Q4 2024.
763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q1 2026, filed 4 May 2026.