RBA
P

Richard Bernstein Advisors’s Everpure Inc P Stock Holding History

Richard Bernstein Advisors’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
Q2 		– Sell
-45,793
Closed -$2.03M – 237
2025
Q1 		$2.03M Sell
45,793
-1,610
-3% -$97.1K 0.05% 192
2024
Q4 		$2.91M Hold
47,403
– – 0.07% 169
2024
Q3 		$2.38M Buy
+47,403
New +$2.68M 0.05% 191

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Richard Bernstein Advisors's P Position: Q2 2025 in Review

Richard Bernstein Advisors sold out of Everpure Inc (P) in Q2 2025, closing a stake of 45,793 shares — an estimated $2.03M sold.

Richard Bernstein Advisors first reported a position in P in Q3 2024 and held it in 3 quarters. The position peaked at $2.91M in Q4 2024. 694 funds tracked by Wall St. Rank hold P as of Q2 2025.

  • Richard Bernstein Advisors reported no remaining Everpure Inc position as of Q2 2025 after selling out during the quarter.
  • Richard Bernstein Advisors sold 45,793 Everpure Inc shares in Q2 2025, an estimated $2.03M.
  • Richard Bernstein Advisors first reported a position in Everpure Inc in Q3 2024 and held it in 3 quarters.
  • Richard Bernstein Advisors's Everpure Inc position peaked at $2.91M in Q4 2024.
  • 694 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2025.

Based on Richard Bernstein Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.