Plato Investment Management’s Everpure Inc P Stock Holding History

Plato Investment 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
2026 Q1	$249K	Sell	4,208 -1,531	-27%	-$104K	0.02%	395
2025 Q4	$386K	Sell	5,739 -3,565	-38%	-$298K	0.03%	361
2025 Q3	$774K	Hold	9,304	–	–	0.05%	299
2025 Q2	$534K	Hold	9,304	–	–	0.04%	337
2025 Q1	$416K	Hold	9,304	–	–	0.04%	346
2024 Q4	$574K	Buy	+9,304	New	+$518K	0.04%	324
2024 Q3	–	Sell	-233	Closed	-$15K	–	565
2024 Q2	$15K	Hold	233	–	–	﹤0.01%	440
2024 Q1	$12.1K	Sell	233 -697	-75%	-$31.1K	﹤0.01%	432
2023 Q4	$33.2K	Buy	+930	New	+$32.6K	0.04%	272

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

Plato Investment Management's P Position: Q1 2026 in Review

Plato Investment Management reduced its Everpure Inc (P) stake by 27% in Q1 2026, selling an estimated $104K and leaving 4,208 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #395.

Plato Investment Management first reported a position in P in Q4 2023 and has held it in 9 quarters since. The position peaked at $774K in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

Plato Investment Management held 4,208 shares of Everpure Inc worth $249K as of Q1 2026.
Plato Investment Management sold 1,531 Everpure Inc shares in Q1 2026, an estimated $104K.
Everpure Inc made up 0.02% of Plato Investment Management's portfolio in Q1 2026, its #395 holding.
Plato Investment Management first reported a position in Everpure Inc in Q4 2023 and has held it in 9 quarters since.
Plato Investment Management's Everpure Inc position peaked at $774K in Q3 2025.
763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.