TAM
P

Tucker Asset Management’s Everpure Inc P Stock Holding History

Tucker Asset Management’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 		– Sell
-556
Closed -$20.5K – 1515
2023
Q2 		$20.5K Hold
556
– – 0.01% 399
2023
Q1 		$14.2K Buy
+556
New +$15K ﹤0.01% 490
2022
Q4 		– Sell
-100
Closed -$3.09K – 893
2022
Q3 		$3.09K Hold
100
– – ﹤0.01% 506
2022
Q2 		$2.57K Hold
100
– – ﹤0.01% 426
2022
Q1 		$3.53K Buy
+100
New +$2.91K ﹤0.01% 360

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

Tucker Asset Management's P Position: Q3 2023 in Review

Tucker Asset Management sold out of Everpure Inc (P) in Q3 2023, closing a stake of 556 shares — an estimated $20.5K sold.

Tucker Asset Management first reported a position in P in Q1 2022 and held it in 5 quarters. The position peaked at $20.5K in Q2 2023. 466 funds tracked by Wall St. Rank hold P as of Q3 2023.

  • Tucker Asset Management reported no remaining Everpure Inc position as of Q3 2023 after selling out during the quarter.
  • Tucker Asset Management sold 556 Everpure Inc shares in Q3 2023, an estimated $20.5K.
  • Tucker Asset Management first reported a position in Everpure Inc in Q1 2022 and held it in 5 quarters.
  • Tucker Asset Management's Everpure Inc position peaked at $20.5K in Q2 2023.
  • 466 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2023.

Based on Tucker Asset Management's 13F filing for Q3 2023, filed 4 Dec 2023.