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Oliver Lagore Vanvalin Investment Group’s EPR Properties EPR Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2022
Q2 		– Sell
-64
Closed -$4K – 641
2022
Q1 		$4K Buy
+64
New +$3.1K ﹤0.01% 431

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 $3.38T AUM 44.17% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Brookfield Corp
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 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

Oliver Lagore Vanvalin Investment Group's EPR Position: Q2 2022 in Review

Oliver Lagore Vanvalin Investment Group sold out of EPR Properties (EPR) in Q2 2022, closing a stake of 64 shares — an estimated $4K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in EPR in Q1 2022 and held it in 1 quarter. The position peaked at $4K in Q1 2022. 336 funds tracked by Wall St. Rank hold EPR as of Q2 2022.

  • Oliver Lagore Vanvalin Investment Group reported no remaining EPR Properties position as of Q2 2022 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 64 EPR Properties shares in Q2 2022, an estimated $4K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in EPR Properties in Q1 2022 and held it in 1 quarter.
  • Oliver Lagore Vanvalin Investment Group's EPR Properties position peaked at $4K in Q1 2022.
  • 336 funds tracked by Wall St. Rank held EPR Properties as of Q2 2022.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2022, filed 16 Aug 2022.