Summit Securities Group’s Everpure Inc P Stock Holding History

Summit Securities 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
2024 Q4	–	Sell	-1,500	Closed	-$75K	–	845
2024 Q3	$75K	Buy	+1,500	New	+$84.8K	0.02%	200

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Summit Securities Group's P Position: Q4 2024 in Review

Summit Securities Group sold out of Everpure Inc (P) in Q4 2024, closing a stake of 1,000 shares — an estimated $50K sold.

Summit Securities Group first reported a position in P in Q3 2024 and held it in 1 quarter. The position peaked at $50K in Q3 2024. 663 funds tracked by Wall St. Rank hold P as of Q4 2024.

Summit Securities Group reported no remaining Everpure Inc position as of Q4 2024 after selling out during the quarter.
Summit Securities Group sold 1,000 Everpure Inc shares in Q4 2024, an estimated $50K.
Summit Securities Group first reported a position in Everpure Inc in Q3 2024 and held it in 1 quarter.
Summit Securities Group's Everpure Inc position peaked at $50K in Q3 2024.
663 funds tracked by Wall St. Rank held Everpure Inc as of Q4 2024.

Based on Summit Securities Group's 13F filing for Q4 2024, filed 12 Feb 2025.