HM Payson & Co’s EPR Properties EPR Stock Holding History

HM Payson & Co’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
2020 Q4	–	Sell	-29	Closed	-$1K	–	1107
2020 Q3	$1K	Buy	+29	New	+$907	﹤0.01%	988

Other funds holding EPR

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

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

RCM

Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

NTCM

Nut Tree Capital Management New York $245M AUM 34.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

HM Payson & Co's EPR Position: Q4 2020 in Review

HM Payson & Co sold out of EPR Properties (EPR) in Q4 2020, closing a stake of 29 shares — an estimated $1K sold.

HM Payson & Co first reported a position in EPR in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 290 funds tracked by Wall St. Rank hold EPR as of Q4 2020.

HM Payson & Co reported no remaining EPR Properties position as of Q4 2020 after selling out during the quarter.
HM Payson & Co sold 29 EPR Properties shares in Q4 2020, an estimated $1K.
HM Payson & Co first reported a position in EPR Properties in Q3 2020 and held it in 1 quarter.
HM Payson & Co's EPR Properties position peaked at $1K in Q3 2020.
290 funds tracked by Wall St. Rank held EPR Properties as of Q4 2020.

Based on HM Payson & Co's 13F filing for Q4 2020, filed 10 Mar 2021.