SAM
P

Sagewood Asset Management’s Everpure Inc P Stock Holding History

Sagewood Asset 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 		$351K Sell
5,940
-205
-3% -$13.9K 0.11% 187
2025
Q4 		$412K Buy
+6,145
New +$513K 0.15% 117

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
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
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Sagewood Asset Management's P Position: Q1 2026 in Review

Sagewood Asset Management reduced its Everpure Inc (P) stake by 3.3% in Q1 2026, selling an estimated $13.9K and leaving 5,940 shares worth $351K. The position accounts for 0.11% of the portfolio, ranked #187.

Sagewood Asset Management first reported a position in P in Q4 2025 and has held it in 2 quarters since. The position peaked at $412K in Q4 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Sagewood Asset Management held 5,940 shares of Everpure Inc worth $351K as of Q1 2026.
  • Sagewood Asset Management sold 205 Everpure Inc shares in Q1 2026, an estimated $13.9K.
  • Everpure Inc made up 0.11% of Sagewood Asset Management's portfolio in Q1 2026, its #187 holding.
  • Sagewood Asset Management first reported a position in Everpure Inc in Q4 2025 and has held it in 2 quarters since.
  • Sagewood Asset Management's Everpure Inc position peaked at $412K in Q4 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Sagewood Asset Management's 13F filing for Q1 2026, filed 13 May 2026.