Strategic Advisors’s Everpure Inc P Stock Holding History

Strategic 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
2025 Q1	–	Sell	-21,001	Closed	-$1.29M	–	200
2024 Q4	$1.29M	Buy	+21,001	New	+$1.17M	0.23%	86

Other funds holding P

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Strategic Advisors's P Position: Q1 2025 in Review

Strategic Advisors sold out of Everpure Inc (P) in Q1 2025, closing a stake of 21,001 shares — an estimated $1.29M sold.

Strategic Advisors first reported a position in P in Q4 2024 and held it in 1 quarter. The position peaked at $1.29M in Q4 2024. 648 funds tracked by Wall St. Rank hold P as of Q1 2025.

Strategic Advisors reported no remaining Everpure Inc position as of Q1 2025 after selling out during the quarter.
Strategic Advisors sold 21,001 Everpure Inc shares in Q1 2025, an estimated $1.29M.
Strategic Advisors first reported a position in Everpure Inc in Q4 2024 and held it in 1 quarter.
Strategic Advisors's Everpure Inc position peaked at $1.29M in Q4 2024.
648 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2025.

Based on Strategic Advisors's 13F filing for Q1 2025, filed 17 Apr 2025.