Petrus Trust Company’s Everpure Inc P Stock Holding History

Petrus Trust Company’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 Q3	–	Sell	-10,581	Closed	-$609K	–	446
2025 Q2	$609K	Buy	+10,581	New	+$527K	0.06%	67
2024 Q3	–	Sell	-11,344	Closed	-$728K	–	718
2024 Q2	$728K	Buy	+11,344	New	+$657K	0.07%	90
2024 Q1	–	Sell	-6,040	Closed	-$215K	–	756
2023 Q4	$215K	Sell	6,040 -15,588	-72%	-$547K	0.02%	543
2023 Q3	$770K	Buy	21,628 +14,229	+192%	+$528K	0.08%	72
2023 Q2	$272K	Sell	7,399 -5,171	-41%	-$146K	0.03%	412
2023 Q1	$321K	Buy	12,570 +2,295	+22%	+$61.9K	0.04%	265
2022 Q4	$275K	Buy	+10,275	New	+$299K	0.03%	304
2020 Q3	–	Sell	-10,089	Closed	-$175K	–	349
2020 Q2	$175K	Buy	+10,089	New	+$151K	0.02%	206
2020 Q1	–	Sell	-17,350	Closed	-$297K	–	294
2019 Q4	$297K	Buy	+17,350	New	+$307K	0.05%	132

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return

Petrus Trust Company's P Position: Q3 2025 in Review

Petrus Trust Company sold out of Everpure Inc (P) in Q3 2025, closing a stake of 10,581 shares — an estimated $609K sold.

Petrus Trust Company first reported a position in P in Q4 2019 and held it in 9 quarters. The position peaked at $770K in Q3 2023. 772 funds tracked by Wall St. Rank hold P as of Q3 2025.

Petrus Trust Company reported no remaining Everpure Inc position as of Q3 2025 after selling out during the quarter.
Petrus Trust Company sold 10,581 Everpure Inc shares in Q3 2025, an estimated $609K.
Petrus Trust Company first reported a position in Everpure Inc in Q4 2019 and held it in 9 quarters.
Petrus Trust Company's Everpure Inc position peaked at $770K in Q3 2023.
772 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2025.

Based on Petrus Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.