SIM
P

Sonora Investment Management’s Everpure Inc P Stock Holding History

Sonora Investment Management’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
Q3 		$60K Hold
2,375
– – 0.01% 384
2021
Q2 		$46K Sell
2,375
-75
-3% -$1.48K 0.01% 405
2021
Q1 		$53K Hold
2,450
– – ﹤0.01% 583
2020
Q4 		$55K Hold
2,450
– – ﹤0.01% 581
2020
Q3 		$38K Sell
2,450
-100
-4% -$1.63K ﹤0.01% 667
2020
Q2 		$44K Sell
2,550
-200
-7% -$3K ﹤0.01% 555
2020
Q1 		$34K Hold
2,750
– – ﹤0.01% 588
2019
Q4 		$47K Sell
2,750
-600
-18% -$10.6K ﹤0.01% 572
2019
Q3 		$57K Buy
3,350
+40
+1% +$627 0.01% 463
2019
Q2 		$51K Buy
3,310
+100
+3% +$1.95K 0.01% 530
2019
Q1 		$70K Buy
3,210
+1,300
+68% +$24.7K 0.01% 399
2018
Q4 		$31K Buy
1,910
+850
+80% +$16.7K ﹤0.01% 488
2018
Q3 		$28K Buy
1,060
+460
+77% +$11.4K ﹤0.01% 529
2018
Q2 		$14K Buy
+600
New +$13.2K ﹤0.01% 703

Other funds holding P

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Sonora Investment Management's P Position: Q3 2021 in Review

Sonora Investment Management held its Everpure Inc (P) position steady in Q3 2021 at 2,375 shares worth $60K. The position accounts for 0.01% of the portfolio, ranked #384.

Sonora Investment Management first reported a position in P in Q2 2018 and has held it in 14 quarters since. The position peaked at $70K in Q1 2019. 312 funds tracked by Wall St. Rank hold P as of Q3 2021.

  • Sonora Investment Management held 2,375 shares of Everpure Inc worth $60K as of Q3 2021.
  • Sonora Investment Management left its Everpure Inc share count unchanged in Q3 2021.
  • Everpure Inc made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #384 holding.
  • Sonora Investment Management first reported a position in Everpure Inc in Q2 2018 and has held it in 14 quarters since.
  • Sonora Investment Management's Everpure Inc position peaked at $70K in Q1 2019.
  • 312 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.