Abound Wealth Management’s EPR Properties EPR Stock Holding History

Abound Wealth Management’s Portfolio EPR Stock Details EPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-32	Closed	-$1.55K	–	1325
2023 Q4	$1.55K	Buy	+32	New	+$1.43K	﹤0.01%	688

Other funds holding EPR

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Abound Wealth Management's EPR Position: Q1 2024 in Review

Abound Wealth Management sold out of EPR Properties (EPR) in Q1 2024, closing a stake of 32 shares — an estimated $1.55K sold.

Abound Wealth Management first reported a position in EPR in Q4 2023 and held it in 1 quarter. The position peaked at $1.55K in Q4 2023. 351 funds tracked by Wall St. Rank hold EPR as of Q1 2024.

Abound Wealth Management reported no remaining EPR Properties position as of Q1 2024 after selling out during the quarter.
Abound Wealth Management sold 32 EPR Properties shares in Q1 2024, an estimated $1.55K.
Abound Wealth Management first reported a position in EPR Properties in Q4 2023 and held it in 1 quarter.
Abound Wealth Management's EPR Properties position peaked at $1.55K in Q4 2023.
351 funds tracked by Wall St. Rank held EPR Properties as of Q1 2024.

Based on Abound Wealth Management's 13F filing for Q1 2024, filed 8 Aug 2024.