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AGF Investments Inc’s EPR Properties EPR Stock Holding History

AGF Investments Inc’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
2020
Q3 		– Sell
-7,350
Closed -$244K – 832
2020
Q2 		$244K Buy
7,350
+2,114
+40% +$62.7K ﹤0.01% 600
2020
Q1 		$127K Buy
+5,236
New +$300K ﹤0.01% 654

Other funds holding EPR

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Vanguard Group
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RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
NTCM
Nut Tree Capital Management New York $245M AUM 34.1% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AGF Investments Inc's EPR Position: Q3 2020 in Review

AGF Investments Inc sold out of EPR Properties (EPR) in Q3 2020, closing a stake of 7,350 shares — an estimated $244K sold.

AGF Investments Inc first reported a position in EPR in Q1 2020 and held it in 2 quarters. The position peaked at $244K in Q2 2020. 298 funds tracked by Wall St. Rank hold EPR as of Q3 2020.

  • AGF Investments Inc reported no remaining EPR Properties position as of Q3 2020 after selling out during the quarter.
  • AGF Investments Inc sold 7,350 EPR Properties shares in Q3 2020, an estimated $244K.
  • AGF Investments Inc first reported a position in EPR Properties in Q1 2020 and held it in 2 quarters.
  • AGF Investments Inc's EPR Properties position peaked at $244K in Q2 2020.
  • 298 funds tracked by Wall St. Rank held EPR Properties as of Q3 2020.

Based on AGF Investments Inc's 13F filing for Q3 2020, filed 12 Nov 2020.