LG
P

Lane Generational’s Everpure Inc P Stock Holding History

Lane Generational’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
Q2 		– Sell
-154,207
Closed -$3.93M – 34
2023
Q1 		$3.93M Buy
154,207
+43,948
+40% +$1.19M 4.98% 9
2022
Q4 		$2.95M Buy
110,259
+799
+0.7% +$23.2K 4.27% 14
2022
Q3 		$3M Buy
+109,460
New +$3.09M 4.24% 12

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
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
AM
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
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lane Generational's P Position: Q2 2023 in Review

Lane Generational sold out of Everpure Inc (P) in Q2 2023, closing a stake of 154,207 shares — an estimated $3.93M sold.

Lane Generational first reported a position in P in Q3 2022 and held it in 3 quarters. The position peaked at $3.93M in Q1 2023. 443 funds tracked by Wall St. Rank hold P as of Q2 2023.

  • Lane Generational reported no remaining Everpure Inc position as of Q2 2023 after selling out during the quarter.
  • Lane Generational sold 154,207 Everpure Inc shares in Q2 2023, an estimated $3.93M.
  • Lane Generational first reported a position in Everpure Inc in Q3 2022 and held it in 3 quarters.
  • Lane Generational's Everpure Inc position peaked at $3.93M in Q1 2023.
  • 443 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2023.

Based on Lane Generational's 13F filing for Q2 2023, filed 7 Aug 2023.