Godsey & Gibb Inc’s EPR Properties EPR Stock Holding History

Godsey & Gibb Inc’s Portfolio EPR Stock Details EPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-300	Closed	-$14.7K	–	386
2024 Q3	$14.7K	Buy	+300	New	+$13.7K	﹤0.01%	293

Other funds holding EPR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Godsey & Gibb Inc's EPR Position: Q4 2024 in Review

Godsey & Gibb Inc sold out of EPR Properties (EPR) in Q4 2024, closing a stake of 300 shares — an estimated $14.7K sold.

Godsey & Gibb Inc first reported a position in EPR in Q3 2024 and held it in 1 quarter. The position peaked at $14.7K in Q3 2024. 363 funds tracked by Wall St. Rank hold EPR as of Q4 2024.

Godsey & Gibb Inc reported no remaining EPR Properties position as of Q4 2024 after selling out during the quarter.
Godsey & Gibb Inc sold 300 EPR Properties shares in Q4 2024, an estimated $14.7K.
Godsey & Gibb Inc first reported a position in EPR Properties in Q3 2024 and held it in 1 quarter.
Godsey & Gibb Inc's EPR Properties position peaked at $14.7K in Q3 2024.
363 funds tracked by Wall St. Rank held EPR Properties as of Q4 2024.

Based on Godsey & Gibb Inc's 13F filing for Q4 2024, filed 14 Jan 2025.