WIS
P

Wright Investors Service’s Everpure Inc P Stock Holding History

Wright Investors Service’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
Q4 		– Sell
-10,969
Closed -$391K – 154
2023
Q3 		$391K Sell
10,969
-18
-0.2% -$668 0.11% 129
2023
Q2 		$405K Sell
10,987
-10,249
-48% -$290K 0.11% 132
2023
Q1 		$542K Buy
21,236
+6,336
+43% +$171K 0.15% 129
2022
Q4 		$399K Buy
14,900
+19
+0.1% +$553 0.11% 130
2022
Q3 		$407K Sell
14,881
-12
-0.1% -$339 0.13% 123
2022
Q2 		$383K Buy
+14,893
New +$412K 0.11% 135

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Wright Investors Service's P Position: Q4 2023 in Review

Wright Investors Service sold out of Everpure Inc (P) in Q4 2023, closing a stake of 10,969 shares — an estimated $391K sold.

Wright Investors Service first reported a position in P in Q2 2022 and held it in 6 quarters. The position peaked at $542K in Q1 2023. 473 funds tracked by Wall St. Rank hold P as of Q4 2023.

  • Wright Investors Service reported no remaining Everpure Inc position as of Q4 2023 after selling out during the quarter.
  • Wright Investors Service sold 10,969 Everpure Inc shares in Q4 2023, an estimated $391K.
  • Wright Investors Service first reported a position in Everpure Inc in Q2 2022 and held it in 6 quarters.
  • Wright Investors Service's Everpure Inc position peaked at $542K in Q1 2023.
  • 473 funds tracked by Wall St. Rank held Everpure Inc as of Q4 2023.

Based on Wright Investors Service's 13F filing for Q4 2023, filed 31 Jan 2024.