LM Advisors’s Everpure Inc P Stock Holding History

LM 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
2024 Q1	–	Sell	-790	Closed	-$28.2K	–	594
2023 Q4	$28.2K	Buy	+790	New	+$27.7K	0.01%	388

Other funds holding P

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Paris, France $367B AUM 31.23% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LM Advisors's P Position: Q1 2024 in Review

LM Advisors sold out of Everpure Inc (P) in Q1 2024, closing a stake of 790 shares — an estimated $28.2K sold.

LM Advisors first reported a position in P in Q4 2023 and held it in 1 quarter. The position peaked at $28.2K in Q4 2023. 558 funds tracked by Wall St. Rank hold P as of Q1 2024.

LM Advisors reported no remaining Everpure Inc position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 790 Everpure Inc shares in Q1 2024, an estimated $28.2K.
LM Advisors first reported a position in Everpure Inc in Q4 2023 and held it in 1 quarter.
LM Advisors's Everpure Inc position peaked at $28.2K in Q4 2023.
558 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.