MFS
P

Mirabella Financial Services’s Everpure Inc P Stock Holding History

Mirabella Financial Services’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
Q3 		– Sell
-4,875
Closed -$313K – 405
2024
Q2 		$313K Buy
+4,875
New +$282K 0.02% 322
2023
Q3 		– Sell
-19,880
Closed -$732K – 571
2023
Q2 		$732K Buy
+19,880
New +$563K 0.08% 254
2021
Q3 		– Sell
-14,169
Closed -$277K – 526
2021
Q2 		$277K Buy
+14,169
New +$279K 0.05% 218
2021
Q1 		– Sell
-52,919
Closed -$1.2M – 386
2020
Q4 		$1.2M Buy
+52,919
New +$1.01M 0.15% 123

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Mirabella Financial Services's P Position: Q3 2024 in Review

Mirabella Financial Services sold out of Everpure Inc (P) in Q3 2024, closing a stake of 4,875 shares — an estimated $313K sold.

Mirabella Financial Services first reported a position in P in Q4 2020 and held it in 4 quarters. The position peaked at $1.2M in Q4 2020. 617 funds tracked by Wall St. Rank hold P as of Q3 2024.

  • Mirabella Financial Services reported no remaining Everpure Inc position as of Q3 2024 after selling out during the quarter.
  • Mirabella Financial Services sold 4,875 Everpure Inc shares in Q3 2024, an estimated $313K.
  • Mirabella Financial Services first reported a position in Everpure Inc in Q4 2020 and held it in 4 quarters.
  • Mirabella Financial Services's Everpure Inc position peaked at $1.2M in Q4 2020.
  • 617 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2024.

Based on Mirabella Financial Services's 13F filing for Q3 2024, filed 13 Nov 2024.