LIP
P

Liontrust Investment Partners’s Everpure Inc P Stock Holding History

Liontrust Investment Partners’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
-102,283
Closed -$6.85M – 228
2025
Q4 		$6.85M Buy
102,283
+15,095
+17% +$1.26M 0.1% 126
2025
Q3 		$7.31M Buy
87,188
+2,119
+2% +$141K 0.11% 121
2025
Q2 		$4.9M Sell
85,069
-5,795
-6% -$288K 0.07% 123
2025
Q1 		$4.02M Buy
90,864
+855
+0.9% +$51.6K 0.06% 132
2024
Q4 		$5.53M Buy
+90,009
New +$5.01M 0.08% 120

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Liontrust Investment Partners's P Position: Q1 2026 in Review

Liontrust Investment Partners sold out of Everpure Inc (P) in Q1 2026, closing a stake of 102,283 shares — an estimated $6.85M sold.

Liontrust Investment Partners first reported a position in P in Q4 2024 and held it in 5 quarters. The position peaked at $7.31M in Q3 2025. 766 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Liontrust Investment Partners reported no remaining Everpure Inc position as of Q1 2026 after selling out during the quarter.
  • Liontrust Investment Partners sold 102,283 Everpure Inc shares in Q1 2026, an estimated $6.85M.
  • Liontrust Investment Partners first reported a position in Everpure Inc in Q4 2024 and held it in 5 quarters.
  • Liontrust Investment Partners's Everpure Inc position peaked at $7.31M in Q3 2025.
  • 766 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Liontrust Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.