Bank Julius Baer & Co
EPRT icon

Bank Julius Baer & Co’s Essential Properties Realty Trust EPRT Stock Holding History

Bank Julius Baer & Co’s Portfolio EPRT Stock Details EPRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-145
Closed -$3K – 817
2020
Q3 		$3K Hold
145
– – ﹤0.01% 710
2020
Q2 		$2K Buy
+145
New +$2K ﹤0.01% 653

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Bank Julius Baer & Co's EPRT Position: Q4 2020 in Review

Bank Julius Baer & Co sold out of Essential Properties Realty Trust (EPRT) in Q4 2020, closing a stake of 145 shares — an estimated $3K sold.

Bank Julius Baer & Co first reported a position in EPRT in Q2 2020 and held it in 2 quarters. The position peaked at $3K in Q3 2020. 190 funds tracked by Wall St. Rank hold EPRT as of Q4 2020.

  • Bank Julius Baer & Co reported no remaining Essential Properties Realty Trust position as of Q4 2020 after selling out during the quarter.
  • Bank Julius Baer & Co sold 145 Essential Properties Realty Trust shares in Q4 2020, an estimated $3K.
  • Bank Julius Baer & Co first reported a position in Essential Properties Realty Trust in Q2 2020 and held it in 2 quarters.
  • Bank Julius Baer & Co's Essential Properties Realty Trust position peaked at $3K in Q3 2020.
  • 190 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q4 2020.

Based on Bank Julius Baer & Co's 13F filing for Q4 2020, filed 12 Feb 2021.