SAA
P

Southeast Asset Advisors’s Everpure Inc P Stock Holding History

Southeast Asset Advisors’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 		$340K Buy
5,758
+1,938
+51% +$131K 0.04% 162
2025
Q4 		$256K Buy
+3,820
New +$319K 0.02% 192

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

Southeast Asset Advisors's P Position: Q1 2026 in Review

Southeast Asset Advisors increased its Everpure Inc (P) stake by 51% in Q1 2026, buying an estimated $131K and bringing the position to 5,758 shares worth $340K. The position accounts for 0.04% of the portfolio, ranked #162.

Southeast Asset Advisors first reported a position in P in Q4 2025 and has held it in 2 quarters since. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Southeast Asset Advisors held 5,758 shares of Everpure Inc worth $340K as of Q1 2026.
  • Southeast Asset Advisors bought 1,938 Everpure Inc shares in Q1 2026, an estimated $131K.
  • Everpure Inc made up 0.04% of Southeast Asset Advisors's portfolio in Q1 2026, its #162 holding.
  • Southeast Asset Advisors first reported a position in Everpure Inc in Q4 2025 and has held it in 2 quarters since.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Southeast Asset Advisors's 13F filing for Q1 2026, filed 13 May 2026.