EWA
SEE

EP Wealth Advisors’s Sealed Air SEE Stock Holding History

EP Wealth Advisors’s Portfolio SEE Stock Details SEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-39,036
Closed -$4 – 719
2023
Q1 		$4 Buy
39,036
+33,920
+663% +$1.69M ﹤0.01% 639
2022
Q4 		$255K Buy
+5,116
New +$250K ﹤0.01% 498
2022
Q3 		– Sell
-5,935
Closed -$343K – 583
2022
Q2 		$343K Buy
5,935
+47
+0.8% +$2.97K 0.01% 454
2022
Q1 		$394K Buy
5,888
+153
+3% +$10.2K 0.01% 431
2021
Q4 		$387K Sell
5,735
-4
-0.1% -$249 0.01% 410
2021
Q3 		$314K Buy
5,739
+4
+0.1% +$232 0.01% 420
2021
Q2 		$340K Buy
5,735
+19
+0.3% +$1.02K 0.01% 418
2021
Q1 		$262K Buy
5,716
+42
+0.7% +$1.88K 0.01% 427
2020
Q4 		$260K Sell
5,674
-124
-2% -$5.37K 0.01% 371
2020
Q3 		$225K Buy
+5,798
New +$221K 0.01% 328
2020
Q1 		– Sell
-5,294
Closed -$211K – 427
2019
Q4 		$211K Sell
5,294
-497
-9% -$19.7K 0.01% 387
2019
Q3 		$240K Buy
+5,791
New +$245K 0.01% 313

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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return