Lido Advisors’s Everpure Inc P Stock Holding History

Lido Advisors’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	-2,956	Closed	-$218K	–	2093
2025 Q4	$218K	Buy	+2,956	New	+$247K	﹤0.01%	1725
2024 Q1	–	Sell	-30,157	Closed	-$1.08M	–	1453
2023 Q4	$1.08M	Buy	+30,157	New	+$1.06M	0.01%	586
2022 Q1	–	Sell	-16,084	Closed	-$523K	–	1075
2021 Q4	$523K	Buy	+16,084	New	+$467K	0.01%	602

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

Lido Advisors's P Position: Q1 2026 in Review

Lido Advisors sold out of Everpure Inc (P) in Q1 2026, closing a stake of 2,956 shares — an estimated $218K sold.

Lido Advisors first reported a position in P in Q4 2021 and held it in 3 quarters. The position peaked at $1.08M in Q4 2023. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

Lido Advisors reported no remaining Everpure Inc position as of Q1 2026 after selling out during the quarter.
Lido Advisors sold 2,956 Everpure Inc shares in Q1 2026, an estimated $218K.
Lido Advisors first reported a position in Everpure Inc in Q4 2021 and held it in 3 quarters.
Lido Advisors's Everpure Inc position peaked at $1.08M in Q4 2023.
763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.