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Laurel Wealth Planning’s EPR Properties EPR Stock Holding History

Laurel Wealth Planning’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
2023
Q1 		– Sell
-114
Closed -$4.3K – 101
2022
Q4 		$4.3K Hold
114
– – ﹤0.01% 182
2022
Q3 		$4K Hold
114
– – ﹤0.01% 184
2022
Q2 		$5K Hold
114
– – ﹤0.01% 183
2022
Q1 		$6K Hold
114
– – ﹤0.01% 212
2021
Q4 		$5K Hold
114
– – ﹤0.01% 167
2021
Q3 		$6K Hold
114
– – ﹤0.01% 163
2021
Q2 		$6K Hold
114
– – 0.01% 105
2021
Q1 		$5K Hold
114
– – ﹤0.01% 103
2020
Q4 		$4K Buy
+114
New +$3.35K ﹤0.01% 101

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Laurel Wealth Planning's EPR Position: Q1 2023 in Review

Laurel Wealth Planning sold out of EPR Properties (EPR) in Q1 2023, closing a stake of 114 shares — an estimated $4.3K sold.

Laurel Wealth Planning first reported a position in EPR in Q4 2020 and held it in 9 quarters. The position peaked at $6K in Q1 2022. 326 funds tracked by Wall St. Rank hold EPR as of Q1 2023.

  • Laurel Wealth Planning reported no remaining EPR Properties position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 114 EPR Properties shares in Q1 2023, an estimated $4.3K.
  • Laurel Wealth Planning first reported a position in EPR Properties in Q4 2020 and held it in 9 quarters.
  • Laurel Wealth Planning's EPR Properties position peaked at $6K in Q1 2022.
  • 326 funds tracked by Wall St. Rank held EPR Properties as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.