People's United Financial’s EPR Properties EPR Stock Holding History

People's United Financial’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	-17,607	Closed	-$1.24M	–	650
2019 Q4	$1.24M	Buy	17,607 +2	+0%	+$148	0.03%	325
2019 Q3	$1.35M	Hold	17,605	–	–	0.04%	316
2019 Q2	$1.31M	Sell	17,605 -33	-0.2%	-$2.58K	0.04%	341
2019 Q1	$1.36M	Hold	17,638	–	–	0.04%	319
2018 Q4	$1.13M	Hold	17,638	–	–	0.04%	332
2018 Q3	$1.21M	Hold	17,638	–	–	0.04%	321
2018 Q2	$1.14M	Sell	17,638 -282	-2%	-$16.7K	0.03%	407
2018 Q1	$993K	Sell	17,920 -290	-2%	-$16.8K	0.03%	365
2017 Q4	$1.19M	Buy	18,210 +253	+1%	+$17.3K	0.04%	338
2017 Q3	$1.25M	Buy	17,957 +29	+0.2%	+$2.04K	0.04%	309
2017 Q2	$1.29M	Buy	17,928 +120	+0.7%	+$8.74K	0.04%	309
2017 Q1	$1.31M	Sell	17,808 -263	-1%	-$19.4K	0.05%	295
2016 Q4	$1.3M	Buy	+18,071	New	+$1.29M	0.05%	288

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

NTCM

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

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

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

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

People's United Financial's EPR Position: Q1 2020 in Review

People's United Financial sold out of EPR Properties (EPR) in Q1 2020, closing a stake of 17,607 shares — an estimated $1.24M sold.

People's United Financial first reported a position in EPR in Q4 2016 and held it in 13 quarters. The position peaked at $1.36M in Q1 2019. 335 funds tracked by Wall St. Rank hold EPR as of Q1 2020.

People's United Financial reported no remaining EPR Properties position as of Q1 2020 after selling out during the quarter.
People's United Financial sold 17,607 EPR Properties shares in Q1 2020, an estimated $1.24M.
People's United Financial first reported a position in EPR Properties in Q4 2016 and held it in 13 quarters.
People's United Financial's EPR Properties position peaked at $1.36M in Q1 2019.
335 funds tracked by Wall St. Rank held EPR Properties as of Q1 2020.

Based on People's United Financial's 13F filing for Q1 2020, filed 12 May 2020.