MAM
P

Montanaro Asset Management’s Everpure Inc P Stock Holding History

Montanaro 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
2025
Q2 		– Sell
-2,570
Closed -$114K – 45
2025
Q1 		$114K Sell
2,570
-1,095
-30% -$66.1K 0.03% 44
2024
Q4 		$225K Buy
3,665
+615
+20% +$34.3K 0.05% 45
2024
Q3 		$153K Buy
3,050
+1,200
+65% +$67.8K 0.03% 45
2024
Q2 		$119K Buy
+1,850
New +$107K 0.02% 46

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Montanaro Asset Management's P Position: Q2 2025 in Review

Montanaro Asset Management sold out of Everpure Inc (P) in Q2 2025, closing a stake of 2,570 shares — an estimated $114K sold.

Montanaro Asset Management first reported a position in P in Q2 2024 and held it in 4 quarters. The position peaked at $225K in Q4 2024. 694 funds tracked by Wall St. Rank hold P as of Q2 2025.

  • Montanaro Asset Management reported no remaining Everpure Inc position as of Q2 2025 after selling out during the quarter.
  • Montanaro Asset Management sold 2,570 Everpure Inc shares in Q2 2025, an estimated $114K.
  • Montanaro Asset Management first reported a position in Everpure Inc in Q2 2024 and held it in 4 quarters.
  • Montanaro Asset Management's Everpure Inc position peaked at $225K in Q4 2024.
  • 694 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2025.

Based on Montanaro Asset Management's 13F filing for Q2 2025, filed 5 Aug 2025.