Friedberg Investment Management’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $870K | Sell |
12,470
-38,237
| -75% | -$2.67M | 1.41% | 29 |
|
|
2017
Q2 | $3.64M | Sell |
50,707
-503
| -1% | -$36.1K | 1.56% | 24 |
|
|
2017
Q1 | $3.77M | Sell |
51,210
-480
| -0.9% | -$35.3K | 1.59% | 24 |
|
|
2016
Q4 | $3.71M | Buy |
51,690
+4,340
| +9% | +$311K | 1.7% | 21 |
|
|
2016
Q3 | $3.73M | Buy |
47,350
+70
| +0.1% | +$5.51K | 1.61% | 21 |
|
|
2016
Q2 | $3.81M | Sell |
47,280
-200
| -0.4% | -$16.1K | 1.8% | 20 |
|
|
2016
Q1 | $3.16M | Buy |
47,480
+1,000
| +2% | +$66.6K | 1.58% | 24 |
|
|
2015
Q4 | $2.72M | Buy |
46,480
+3,420
| +8% | +$200K | 1.32% | 29 |
|
|
2015
Q3 | $2.22M | Buy |
43,060
+1,000
| +2% | +$51.6K | 1.06% | 42 |
|
|
2015
Q2 | $2.3M | Sell |
42,060
-200
| -0.5% | -$11K | 0.87% | 43 |
|
|
2015
Q1 | $2.54M | Hold |
42,260
| – | – | 0.92% | 45 |
|
|
2014
Q4 | $2.44M | Buy |
42,260
+200
| +0.5% | +$11.5K | 0.96% | 45 |
|
|
2014
Q3 | $2.13M | Buy |
42,060
+4,970
| +13% | +$252K | 0.82% | 51 |
|
|
2014
Q2 | $2.07M | Buy |
37,090
+10,780
| +41% | +$602K | 0.76% | 53 |
|
|
2014
Q1 | $1.41M | Buy |
26,310
+11,000
| +72% | +$587K | 0.55% | 64 |
|
|
2013
Q4 | $752K | Buy |
15,310
+10,320
| +207% | +$507K | 0.3% | 80 |
|
|
2013
Q3 | $243K | Hold |
4,990
| – | – | 0.11% | 86 |
|
|
2013
Q2 | $251K | Buy |
+4,990
| New | +$251K | 0.11% | 87 |
|