LAM
P

Lountzis Asset Management’s Everpure Inc P Stock Holding History

Lountzis Asset Management’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
2021
Q4 		– Sell
-180
Closed -$4.53K – 81
2021
Q3 		$4.53K Buy
+180
New +$3.97K ﹤0.01% 81

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Lountzis Asset Management's P Position: Q4 2021 in Review

Lountzis Asset Management sold out of Everpure Inc (P) in Q4 2021, closing a stake of 180 shares — an estimated $4.53K sold.

Lountzis Asset Management first reported a position in P in Q3 2021 and held it in 1 quarter. The position peaked at $4.53K in Q3 2021. 368 funds tracked by Wall St. Rank hold P as of Q4 2021.

  • Lountzis Asset Management reported no remaining Everpure Inc position as of Q4 2021 after selling out during the quarter.
  • Lountzis Asset Management sold 180 Everpure Inc shares in Q4 2021, an estimated $4.53K.
  • Lountzis Asset Management first reported a position in Everpure Inc in Q3 2021 and held it in 1 quarter.
  • Lountzis Asset Management's Everpure Inc position peaked at $4.53K in Q3 2021.
  • 368 funds tracked by Wall St. Rank held Everpure Inc as of Q4 2021.

Based on Lountzis Asset Management's 13F filing for Q4 2021, filed 26 Jan 2022.