EWA
MDRR

EP Wealth Advisors’s Medalist Diversified Inc MDRR Stock Holding History

EP Wealth Advisors’s Portfolio MDRR Stock Details MDRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-45,345
Closed -$545K – 1293
2024
Q3 		$545K Buy
+45,345
New +$550K ﹤0.01% 663

Other funds holding MDRR

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EP Wealth Advisors's MDRR Position: Q4 2024 in Review

EP Wealth Advisors sold out of Medalist Diversified Inc (MDRR) in Q4 2024, closing a stake of 45,345 shares — an estimated $545K sold.

EP Wealth Advisors first reported a position in MDRR in Q3 2024 and held it in 1 quarter. The position peaked at $545K in Q3 2024. 5 funds tracked by Wall St. Rank hold MDRR as of Q4 2024.

  • EP Wealth Advisors reported no remaining Medalist Diversified Inc position as of Q4 2024 after selling out during the quarter.
  • EP Wealth Advisors sold 45,345 Medalist Diversified Inc shares in Q4 2024, an estimated $545K.
  • EP Wealth Advisors first reported a position in Medalist Diversified Inc in Q3 2024 and held it in 1 quarter.
  • EP Wealth Advisors's Medalist Diversified Inc position peaked at $545K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held Medalist Diversified Inc as of Q4 2024.

Based on EP Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.