Performa Ltd (US)’s Everpure Inc P Stock Holding History

Performa Ltd (US)’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
2026 Q1	$3.54K	Sell	60 -10	-14%	-$677	﹤0.01%	42
2025 Q4	$4.69K	Hold	70	–	–	﹤0.01%	37
2025 Q3	$5.87K	Sell	70 -55	-44%	-$3.66K	﹤0.01%	36
2025 Q2	$7.2K	Sell	125 -25	-17%	-$1.24K	﹤0.01%	30
2025 Q1	$6.64K	Buy	150 +75	+100%	+$4.52K	﹤0.01%	36
2024 Q4	$4.61K	Hold	75	–	–	﹤0.01%	41
2024 Q3	$3.77K	Buy	+75	New	+$4.24K	﹤0.01%	41
2024 Q2	–	Sell	-175	Closed	-$9.1K	–	62
2024 Q1	$9.1K	Sell	175 -25	-13%	-$1.12K	﹤0.01%	34
2023 Q4	$7.13K	Hold	200	–	–	﹤0.01%	37
2023 Q3	$7.12K	Hold	200	–	–	﹤0.01%	43
2023 Q2	$7.36K	Sell	200 -25	-11%	-$708	﹤0.01%	47
2023 Q1	$5.74K	Hold	225	–	–	﹤0.01%	52
2022 Q4	$6.02K	Hold	225	–	–	﹤0.01%	50
2022 Q3	$6K	Hold	225	–	–	﹤0.01%	47
2022 Q2	$6K	Hold	225	–	–	﹤0.01%	37
2022 Q1	$8K	Sell	225 -75	-25%	-$2.18K	0.01%	27
2021 Q4	$10K	Sell	300 -100	-25%	-$2.9K	0.01%	28
2021 Q3	$10K	Sell	400 -100	-20%	-$2.21K	0.01%	26
2021 Q2	$10K	Buy	500 +375	+300%	+$7.37K	0.01%	16
2021 Q1	$3K	Buy	125 +100	+400%	+$2.38K	﹤0.01%	27
2020 Q4	$1K	Buy	+25	New	+$479	﹤0.01%	34

Other funds holding P

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Performa Ltd (US)'s P Position: Q1 2026 in Review

Performa Ltd (US) reduced its Everpure Inc (P) stake by 14% in Q1 2026, selling an estimated $677 and leaving 60 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #42.

Performa Ltd (US) first reported a position in P in Q4 2020 and has held it in 21 quarters since. The position peaked at $10K in Q4 2021. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

Performa Ltd (US) held 60 shares of Everpure Inc worth $3.54K as of Q1 2026.
Performa Ltd (US) sold 10 Everpure Inc shares in Q1 2026, an estimated $677.
Everpure Inc made up ﹤0.01% of Performa Ltd (US)'s portfolio in Q1 2026, its #42 holding.
Performa Ltd (US) first reported a position in Everpure Inc in Q4 2020 and has held it in 21 quarters since.
Performa Ltd (US)'s Everpure Inc position peaked at $10K in Q4 2021.
763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Performa Ltd (US)'s 13F filing for Q1 2026, filed 6 May 2026.