Sage Mountain Advisors’s Everpure Inc P Stock Holding History

Sage Mountain 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
2022 Q4	–	Sell	-190	Closed	-$5K	–	310
2022 Q3	$5K	Buy	+190	New	+$5.37K	﹤0.01%	365

Other funds holding P

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DGI

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Sage Mountain Advisors's P Position: Q4 2022 in Review

Sage Mountain Advisors sold out of Everpure Inc (P) in Q4 2022, closing a stake of 190 shares — an estimated $5K sold.

Sage Mountain Advisors first reported a position in P in Q3 2022 and held it in 1 quarter. The position peaked at $5K in Q3 2022. 436 funds tracked by Wall St. Rank hold P as of Q4 2022.

Sage Mountain Advisors reported no remaining Everpure Inc position as of Q4 2022 after selling out during the quarter.
Sage Mountain Advisors sold 190 Everpure Inc shares in Q4 2022, an estimated $5K.
Sage Mountain Advisors first reported a position in Everpure Inc in Q3 2022 and held it in 1 quarter.
Sage Mountain Advisors's Everpure Inc position peaked at $5K in Q3 2022.
436 funds tracked by Wall St. Rank held Everpure Inc as of Q4 2022.

Based on Sage Mountain Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.