LC
P

Lindbrook Capital’s Everpure Inc P Stock Holding History

Lindbrook Capital’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
2025
Q1 		$58.8K Buy
1,329
+766
+136% +$46.2K 0.01% 925
2024
Q4 		$34.6K Sell
563
-324
-37% -$18K ﹤0.01% 972
2024
Q3 		$44.6K Buy
887
+40
+5% +$2.26K ﹤0.01% 875
2024
Q2 		$54.4K Buy
847
+214
+34% +$12.4K 0.01% 755
2024
Q1 		$32.9K Buy
633
+473
+296% +$21.1K ﹤0.01% 967
2023
Q4 		$5.71K Buy
160
+28
+21% +$982 ﹤0.01% 1816
2023
Q3 		$4.7K Buy
132
+21
+19% +$779 ﹤0.01% 1795
2023
Q2 		$4.09K Sell
111
-3
-3% -$85 ﹤0.01% 1892
2023
Q1 		$2.91K Sell
114
-40
-26% -$1.08K ﹤0.01% 2088
2022
Q4 		$4.12K Buy
154
+65
+73% +$1.89K ﹤0.01% 1919
2022
Q3 		$2K Hold
89
– – ﹤0.01% 2120
2022
Q2 		$2K Sell
89
-49
-36% -$1.36K ﹤0.01% 2034
2022
Q1 		$5K Buy
138
+101
+273% +$2.94K ﹤0.01% 1603
2021
Q4 		$1K Hold
37
– – ﹤0.01% 1976
2021
Q3 		$1K Sell
37
-40
-52% -$883 ﹤0.01% 1763
2021
Q2 		$2K Buy
+77
New +$1.51K ﹤0.01% 1633

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Lindbrook Capital's P Position: Q1 2025 in Review

Lindbrook Capital increased its Everpure Inc (P) stake by 136% in Q1 2025, buying an estimated $46.2K and bringing the position to 1,329 shares worth $58.8K. The position accounts for 0.01% of the portfolio, ranked #925.

Lindbrook Capital first reported a position in P in Q2 2021 and has held it in 16 quarters since. 648 funds tracked by Wall St. Rank hold P as of Q1 2025.

  • Lindbrook Capital held 1,329 shares of Everpure Inc worth $58.8K as of Q1 2025.
  • Lindbrook Capital bought 766 Everpure Inc shares in Q1 2025, an estimated $46.2K.
  • Everpure Inc made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #925 holding.
  • Lindbrook Capital first reported a position in Everpure Inc in Q2 2021 and has held it in 16 quarters since.
  • 648 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.