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Hudson Edge Investment Partners’s EPR Properties EPR Stock Holding History

Hudson Edge Investment Partners’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
Q1 		– Sell
-9,333
Closed -$659K – 130
2019
Q4 		$659K Buy
9,333
+1,635
+21% +$121K 0.17% 87
2019
Q3 		$592K Buy
7,698
+1,824
+31% +$139K 0.17% 77
2019
Q2 		$438K Buy
5,874
+2,176
+59% +$170K 0.13% 103
2019
Q1 		$284K Sell
3,698
-1,269
-26% -$92.3K 0.09% 122
2018
Q4 		$318K Sell
4,967
-147
-3% -$10.1K 0.1% 123
2018
Q3 		$350K Sell
5,114
-132
-3% -$8.97K 0.06% 139
2018
Q2 		$340K Buy
5,246
+1,079
+26% +$63.9K 0.06% 138
2018
Q1 		$231K Sell
4,167
-28
-0.7% -$1.62K 0.04% 148
2017
Q4 		$275K Buy
4,195
+214
+5% +$14.6K 0.04% 145
2017
Q3 		$278K Sell
3,981
-655
-14% -$46.1K 0.04% 142
2017
Q2 		$333K Sell
4,636
-142
-3% -$10.3K 0.05% 137
2017
Q1 		$352K Buy
4,778
+700
+17% +$51.7K 0.05% 138
2016
Q4 		$293K Sell
4,078
-66
-2% -$4.71K 0.04% 145
2016
Q3 		$326K Sell
4,144
-14
-0.3% -$1.12K 0.05% 136
2016
Q2 		$335K Hold
4,158
– – 0.05% 126
2016
Q1 		$277K Buy
+4,158
New +$254K 0.03% 177

Other funds holding EPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NTCM
Nut Tree Capital Management New York $419M AUM 65.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Hudson Edge Investment Partners's EPR Position: Q1 2020 in Review

Hudson Edge Investment Partners sold out of EPR Properties (EPR) in Q1 2020, closing a stake of 9,333 shares — an estimated $659K sold.

Hudson Edge Investment Partners first reported a position in EPR in Q1 2016 and held it in 16 quarters. The position peaked at $659K in Q4 2019. 335 funds tracked by Wall St. Rank hold EPR as of Q1 2020.

  • Hudson Edge Investment Partners reported no remaining EPR Properties position as of Q1 2020 after selling out during the quarter.
  • Hudson Edge Investment Partners sold 9,333 EPR Properties shares in Q1 2020, an estimated $659K.
  • Hudson Edge Investment Partners first reported a position in EPR Properties in Q1 2016 and held it in 16 quarters.
  • Hudson Edge Investment Partners's EPR Properties position peaked at $659K in Q4 2019.
  • 335 funds tracked by Wall St. Rank held EPR Properties as of Q1 2020.

Based on Hudson Edge Investment Partners's 13F filing for Q1 2020, filed 28 Apr 2020.