SIA
P

Schechter Investment Advisors’s Everpure Inc P Stock Holding History

Schechter Investment 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
2023
Q1 		– Sell
-9,978
Closed -$267K – 734
2022
Q4 		$267K Buy
9,978
+1,791
+22% +$52.1K 0.02% 660
2022
Q3 		$224K Buy
+8,187
New +$231K 0.02% 805

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Schechter Investment Advisors's P Position: Q1 2023 in Review

Schechter Investment Advisors sold out of Everpure Inc (P) in Q1 2023, closing a stake of 9,978 shares — an estimated $267K sold.

Schechter Investment Advisors first reported a position in P in Q3 2022 and held it in 2 quarters. The position peaked at $267K in Q4 2022. 408 funds tracked by Wall St. Rank hold P as of Q1 2023.

  • Schechter Investment Advisors reported no remaining Everpure Inc position as of Q1 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 9,978 Everpure Inc shares in Q1 2023, an estimated $267K.
  • Schechter Investment Advisors first reported a position in Everpure Inc in Q3 2022 and held it in 2 quarters.
  • Schechter Investment Advisors's Everpure Inc position peaked at $267K in Q4 2022.
  • 408 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2023.

Based on Schechter Investment Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.