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
2021 Q2	–	Sell	-10,000	Closed	-$215K	–	313
2021 Q1	$215K	Buy	10,000 +5,000	+100%	+$119K	0.02%	254
2020 Q4	$113K	Buy	+5,000	New	+$95.8K	0.01%	263

Other funds holding P

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Shufro Rose & Co's P Position: Q2 2026 in Review

Shufro Rose & Co reduced its Everpure Inc (P) stake by 4.4% in Q2 2026, selling an estimated $220K and leaving 65,850 shares worth $5.19M. The position accounts for 0.3% of the portfolio, ranked #48.

Shufro Rose & Co first reported a position in P in Q1 2019 and has held it in 30 quarters since. 814 funds tracked by Wall St. Rank hold P as of Q2 2026.

Shufro Rose & Co held 65,850 shares of Everpure Inc worth $5.19M as of Q2 2026.
Shufro Rose & Co sold 3,000 Everpure Inc shares in Q2 2026, an estimated $220K.
Everpure Inc made up 0.3% of Shufro Rose & Co's portfolio in Q2 2026, its #48 holding.
Shufro Rose & Co first reported a position in Everpure Inc in Q1 2019 and has held it in 30 quarters since.
814 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.