NMM
P

Naples Money Management’s Everpure Inc P Stock Holding History

Naples Money 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
2024
Q3 		$35.5K Hold
707
– – 0.03% 104
2024
Q2 		$46.3K Hold
707
– – 0.04% 86
2024
Q1 		$36.8K Buy
707
+8
+1% +$357 0.04% 98
2023
Q4 		$24.9K Buy
+699
New +$24.5K 0.02% 128

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Naples Money Management's P Position: Q3 2024 in Review

Naples Money Management held its Everpure Inc (P) position steady in Q3 2024 at 707 shares worth $35.5K. The position accounts for 0.03% of the portfolio, ranked #104.

Naples Money Management first reported a position in P in Q4 2023 and has held it in 4 quarters since. The position peaked at $46.3K in Q2 2024. 617 funds tracked by Wall St. Rank hold P as of Q3 2024.

  • Naples Money Management held 707 shares of Everpure Inc worth $35.5K as of Q3 2024.
  • Naples Money Management left its Everpure Inc share count unchanged in Q3 2024.
  • Everpure Inc made up 0.03% of Naples Money Management's portfolio in Q3 2024, its #104 holding.
  • Naples Money Management first reported a position in Everpure Inc in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's Everpure Inc position peaked at $46.3K in Q2 2024.
  • 617 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.