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

Other funds holding SEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EP Wealth Advisors's SEE Position: Q2 2023 in Review

EP Wealth Advisors sold out of Sealed Air (SEE) in Q2 2023, closing a stake of 39,036 shares — an estimated $4 sold.

EP Wealth Advisors first reported a position in SEE in Q3 2019 and held it in 12 quarters. The position peaked at $394K in Q1 2022. 443 funds tracked by Wall St. Rank hold SEE as of Q2 2023.

EP Wealth Advisors reported no remaining Sealed Air position as of Q2 2023 after selling out during the quarter.
EP Wealth Advisors sold 39,036 Sealed Air shares in Q2 2023, an estimated $4.
EP Wealth Advisors first reported a position in Sealed Air in Q3 2019 and held it in 12 quarters.
EP Wealth Advisors's Sealed Air position peaked at $394K in Q1 2022.
443 funds tracked by Wall St. Rank held Sealed Air as of Q2 2023.

Based on EP Wealth Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.