OLVIG
P

Oliver Lagore Vanvalin Investment Group’s Everpure Inc P Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
-150
Closed -$5.35K – 805
2023
Q4 		$5.35K Buy
+150
New +$5.26K ﹤0.01% 510

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
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's P Position: Q1 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Everpure Inc (P) in Q1 2024, closing a stake of 150 shares — an estimated $5.35K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in P in Q4 2023 and held it in 1 quarter. The position peaked at $5.35K in Q4 2023. 558 funds tracked by Wall St. Rank hold P as of Q1 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Everpure Inc position as of Q1 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 150 Everpure Inc shares in Q1 2024, an estimated $5.35K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Everpure Inc in Q4 2023 and held it in 1 quarter.
  • Oliver Lagore Vanvalin Investment Group's Everpure Inc position peaked at $5.35K in Q4 2023.
  • 558 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q1 2024, filed 15 May 2024.