Bank Julius Baer & Co’s EPR Properties EPR Stock Holding History

Bank Julius Baer & Co’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	-81	Closed	-$3K	–	749
2020 Q2	$3K	Buy	+81	New	+$2.4K	﹤0.01%	641

Other funds holding EPR

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

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

RCM

Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return

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

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

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

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

Bank Julius Baer & Co's EPR Position: Q3 2020 in Review

Bank Julius Baer & Co sold out of EPR Properties (EPR) in Q3 2020, closing a stake of 81 shares — an estimated $3K sold.

Bank Julius Baer & Co first reported a position in EPR in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 298 funds tracked by Wall St. Rank hold EPR as of Q3 2020.

Bank Julius Baer & Co reported no remaining EPR Properties position as of Q3 2020 after selling out during the quarter.
Bank Julius Baer & Co sold 81 EPR Properties shares in Q3 2020, an estimated $3K.
Bank Julius Baer & Co first reported a position in EPR Properties in Q2 2020 and held it in 1 quarter.
Bank Julius Baer & Co's EPR Properties position peaked at $3K in Q2 2020.
298 funds tracked by Wall St. Rank held EPR Properties as of Q3 2020.

Based on Bank Julius Baer & Co's 13F filing for Q3 2020, filed 10 Nov 2020.