SS
P

Simplicity Solutions’s Everpure Inc P Stock Holding History

Simplicity Solutions’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
Q4 		$523K Buy
14,657
+80
+0.5% +$2.81K 0.01% 650
2023
Q3 		$519K Buy
14,577
+1,621
+13% +$60.1K 0.02% 594
2023
Q2 		$477K Buy
12,956
+2,277
+21% +$64.5K 0.01% 678
2023
Q1 		$272K Buy
+10,679
New +$288K 0.01% 891
2021
Q2 		– Sell
-12,781
Closed -$275K – 561
2021
Q1 		$275K Buy
+12,781
New +$304K 0.06% 376

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Simplicity Solutions's P Position: Q4 2023 in Review

Simplicity Solutions increased its Everpure Inc (P) stake by 0.55% in Q4 2023, buying an estimated $2.81K and bringing the position to 14,657 shares worth $523K. The position accounts for 0.01% of the portfolio, ranked #650.

Simplicity Solutions first reported a position in P in Q1 2021 and has held it in 5 quarters since. 473 funds tracked by Wall St. Rank hold P as of Q4 2023.

  • Simplicity Solutions held 14,657 shares of Everpure Inc worth $523K as of Q4 2023.
  • Simplicity Solutions bought 80 Everpure Inc shares in Q4 2023, an estimated $2.81K.
  • Everpure Inc made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #650 holding.
  • Simplicity Solutions first reported a position in Everpure Inc in Q1 2021 and has held it in 5 quarters since.
  • 473 funds tracked by Wall St. Rank held Everpure Inc as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.