Psagot Value Holdings’s EPR Properties EPR Stock Holding History

Psagot Value Holdings’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 Q3	–	Sell	-13	Closed	-$1K	–	541
2023 Q2	$1K	Buy	+13	New	+$549	﹤0.01%	503
2021 Q2	–	Sell	-4,071	Closed	-$190K	–	453
2021 Q1	$190K	Buy	4,071 +1,071	+36%	+$45.2K	﹤0.01%	275
2020 Q4	$98K	Hold	3,000	–	–	﹤0.01%	280
2020 Q3	$83K	Hold	3,000	–	–	﹤0.01%	308
2020 Q2	$99K	Hold	3,000	–	–	﹤0.01%	278
2020 Q1	$73K	Buy	3,000 +1,000	+50%	+$57.3K	﹤0.01%	278
2019 Q4	$141K	Buy	+2,000	New	+$148K	﹤0.01%	301
2014 Q2	–	Sell	-1,869	Closed	-$100K	–	420
2014 Q1	$100K	Sell	1,869 -515	-22%	-$26.6K	﹤0.01%	319
2013 Q4	$117K	Buy	+2,384	New	+$119K	﹤0.01%	312

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Psagot Value Holdings's EPR Position: Q3 2023 in Review

Psagot Value Holdings sold out of EPR Properties (EPR) in Q3 2023, closing a stake of 13 shares — an estimated $1K sold.

Psagot Value Holdings first reported a position in EPR in Q4 2013 and held it in 9 quarters. The position peaked at $190K in Q1 2021. 326 funds tracked by Wall St. Rank hold EPR as of Q3 2023.

Psagot Value Holdings reported no remaining EPR Properties position as of Q3 2023 after selling out during the quarter.
Psagot Value Holdings sold 13 EPR Properties shares in Q3 2023, an estimated $1K.
Psagot Value Holdings first reported a position in EPR Properties in Q4 2013 and held it in 9 quarters.
Psagot Value Holdings's EPR Properties position peaked at $190K in Q1 2021.
326 funds tracked by Wall St. Rank held EPR Properties as of Q3 2023.

Based on Psagot Value Holdings's 13F filing for Q3 2023, filed 30 Oct 2023.