TC
P

Taika Capital’s Everpure Inc P Stock Holding History

Taika Capital’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
-11,853
Closed -$595K – 95
2024
Q3 		$595K Sell
11,853
-6,647
-36% -$376K 0.45% 39
2024
Q2 		$1.19M Buy
+18,500
New +$1.07M 0.94% 27
2024
Q1 		– Sell
-186,197
Closed -$6.64M – 62
2023
Q4 		$6.64M Buy
186,197
+20,010
+12% +$702K 3.8% 10
2023
Q3 		$5.92M Buy
+166,187
New +$6.16M 2.81% 12

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

Taika Capital's P Position: Q4 2024 in Review

Taika Capital sold out of Everpure Inc (P) in Q4 2024, closing a stake of 11,853 shares — an estimated $595K sold.

Taika Capital first reported a position in P in Q3 2023 and held it in 4 quarters. The position peaked at $6.64M in Q4 2023. 663 funds tracked by Wall St. Rank hold P as of Q4 2024.

  • Taika Capital reported no remaining Everpure Inc position as of Q4 2024 after selling out during the quarter.
  • Taika Capital sold 11,853 Everpure Inc shares in Q4 2024, an estimated $595K.
  • Taika Capital first reported a position in Everpure Inc in Q3 2023 and held it in 4 quarters.
  • Taika Capital's Everpure Inc position peaked at $6.64M in Q4 2023.
  • 663 funds tracked by Wall St. Rank held Everpure Inc as of Q4 2024.

Based on Taika Capital's 13F filing for Q4 2024, filed 7 Feb 2025.