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
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
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.