SL
P

Stevard LLC’s Everpure Inc P Stock Holding History

Stevard LLC’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
2024
Q4 		$461K Hold
7,512
– – 1.72% 16
2024
Q3 		$377K Hold
7,512
– – 1.54% 16
2024
Q2 		$482K Hold
7,512
– – 0.42% 37
2024
Q1 		$391K Buy
+7,512
New +$335K 0.35% 38
2020
Q4 		– Sell
-15,736
Closed -$242K – 137
2020
Q3 		$242K Hold
15,736
– – 0.1% 140
2020
Q2 		$273K Buy
+15,736
New +$236K 0.14% 108

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stevard LLC's P Position: Q4 2024 in Review

Stevard LLC held its Everpure Inc (P) position steady in Q4 2024 at 7,512 shares worth $461K. The position accounts for 1.72% of the portfolio, ranked #16.

Stevard LLC first reported a position in P in Q2 2020 and has held it in 6 quarters since. The position peaked at $482K in Q2 2024. 663 funds tracked by Wall St. Rank hold P as of Q4 2024.

  • Stevard LLC held 7,512 shares of Everpure Inc worth $461K as of Q4 2024.
  • Stevard LLC left its Everpure Inc share count unchanged in Q4 2024.
  • Everpure Inc made up 1.72% of Stevard LLC's portfolio in Q4 2024, its #16 holding.
  • Stevard LLC first reported a position in Everpure Inc in Q2 2020 and has held it in 6 quarters since.
  • Stevard LLC's Everpure Inc position peaked at $482K in Q2 2024.
  • 663 funds tracked by Wall St. Rank held Everpure Inc as of Q4 2024.

Based on Stevard LLC's 13F filing for Q4 2024, filed 13 Feb 2025.