LF
P

Lee Financial’s Everpure Inc P Stock Holding History

Lee 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
2024
Q1 		– Sell
-62
Closed -$2.21K – 649
2023
Q4 		$2.21K Buy
+62
New +$2.17K ﹤0.01% 730
2022
Q3 		– Sell
-6
Closed – – 976
2022
Q2 		$0 Buy
+6
New +$166 ﹤0.01% 967
2022
Q1 		– Sell
-54
Closed -$2K – 919
2021
Q4 		$2K Buy
+54
New +$1.57K ﹤0.01% 773

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lee Financial's P Position: Q1 2024 in Review

Lee Financial sold out of Everpure Inc (P) in Q1 2024, closing a stake of 62 shares — an estimated $2.21K sold.

Lee Financial first reported a position in P in Q4 2021 and held it in 3 quarters. The position peaked at $2.21K in Q4 2023. 558 funds tracked by Wall St. Rank hold P as of Q1 2024.

  • Lee Financial reported no remaining Everpure Inc position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 62 Everpure Inc shares in Q1 2024, an estimated $2.21K.
  • Lee Financial first reported a position in Everpure Inc in Q4 2021 and held it in 3 quarters.
  • Lee Financial's Everpure Inc position peaked at $2.21K in Q4 2023.
  • 558 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.