SRC
P

Shufro Rose & Co’s Everpure Inc P Stock Holding History

Shufro Rose & Co’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 		$4.06M Buy
68,850
+10,300
+18% +$698K 0.28% 52
2025
Q4 		$3.92M Sell
58,550
-3,450
-6% -$288K 0.27% 51
2025
Q3 		$2.74M Hold
62,000
– – 0.22% 66
2025
Q2 		$2.74M Sell
62,000
-700
-1% -$34.8K 0.22% 66
2025
Q1 		$2.78M Buy
62,700
+2,200
+4% +$133K 0.22% 66
2024
Q4 		$3.72M Sell
60,500
-11,900
-16% -$663K 0.29% 59
2024
Q3 		$4.65M Hold
72,400
– – 0.38% 50
2024
Q2 		$4.65M Sell
72,400
-500
-0.7% -$28.9K 0.38% 50
2024
Q1 		$3.79M Sell
72,900
-5,000
-6% -$223K 0.31% 57
2023
Q4 		$2.77M Hold
77,900
– – 0.26% 55
2023
Q3 		$2.77M Sell
77,900
-6,400
-8% -$237K 0.26% 56
2023
Q2 		$3.1M Buy
84,300
+1,800
+2% +$51K 0.28% 55
2023
Q1 		$2.1M Buy
82,500
+5,900
+8% +$159K 0.19% 68
2022
Q4 		$2.05M Sell
76,600
-1,500
-2% -$43.6K 0.17% 77
2022
Q3 		$2.14M Buy
78,100
+1,000
+1% +$28.3K 0.21% 69
2022
Q2 		$1.98M Hold
77,100
– – 0.17% 75
2022
Q1 		$2.72M Sell
77,100
-5,400
-7% -$157K 0.21% 73
2021
Q4 		$2.69M Sell
82,500
-200
-0.2% -$5.8K 0.19% 72
2021
Q3 		$2.08M Hold
82,700
– – 0.16% 78
2021
Q2 		$1.61M Buy
82,700
+7,700
+10% +$151K 0.12% 86
2021
Q1 		$1.62M Buy
75,000
+7,000
+10% +$166K 0.13% 85
2020
Q4 		$1.54M Buy
68,000
+7,300
+12% +$140K 0.13% 90
2020
Q3 		$934K Hold
60,700
– – 0.09% 106
2020
Q2 		$1.05M Sell
60,700
-500
-0.8% -$7.5K 0.1% 93
2020
Q1 		$753K Buy
61,200
+22,700
+59% +$368K 0.09% 111
2019
Q4 		$659K Hold
38,500
– – 0.06% 146
2019
Q3 		$652K Hold
38,500
– – 0.06% 136
2019
Q2 		$588K Buy
38,500
+12,400
+48% +$242K 0.06% 148
2019
Q1 		$569K Buy
+26,100
New +$496K 0.06% 151

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

Shufro Rose & Co's P Position: Q1 2026 in Review

Shufro Rose & Co increased its Everpure Inc (P) stake by 18% in Q1 2026, buying an estimated $698K and bringing the position to 68,850 shares worth $4.06M. The position accounts for 0.28% of the portfolio, ranked #52.

Shufro Rose & Co first reported a position in P in Q1 2019 and has held it in 29 quarters since. The position peaked at $4.65M in Q3 2024. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Shufro Rose & Co held 68,850 shares of Everpure Inc worth $4.06M as of Q1 2026.
  • Shufro Rose & Co bought 10,300 Everpure Inc shares in Q1 2026, an estimated $698K.
  • Everpure Inc made up 0.28% of Shufro Rose & Co's portfolio in Q1 2026, its #52 holding.
  • Shufro Rose & Co first reported a position in Everpure Inc in Q1 2019 and has held it in 29 quarters since.
  • Shufro Rose & Co's Everpure Inc position peaked at $4.65M in Q3 2024.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.