SFG
P

Steward Financial Group’s Everpure Inc P Stock Holding History

Steward Financial Group’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
Q3 		$0 Buy
+19
New +$705 ﹤0.01% 1511
2023
Q2 		– Sell
-18
Closed – – 872
2023
Q1 		$0 Buy
18
+8
+80% +$216 ﹤0.01% 873
2022
Q4 		$0 Buy
+10
New +$291 ﹤0.01% 757
2022
Q3 		– Sell
-10
Closed – – 1015
2022
Q2 		$0 Buy
+10
New +$277 ﹤0.01% 1290

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Steward Financial Group's P Position: Q3 2023 in Review

Steward Financial Group opened a new position in Everpure Inc (P) in Q3 2023: 19 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1511 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in P as recently as Q1 2023.

Steward Financial Group first reported a position in P in Q2 2022 and has held it in 4 quarters since. 466 funds tracked by Wall St. Rank hold P as of Q3 2023.

  • Steward Financial Group held 19 shares of Everpure Inc worth $0 as of Q3 2023.
  • Everpure Inc was a new Steward Financial Group position in Q3 2023.
  • Everpure Inc made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1511 holding.
  • Steward Financial Group first reported a position in Everpure Inc in Q2 2022 and has held it in 4 quarters since.
  • 466 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.