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RE Dickinson Investment Advisors’s EPR Properties EPR Stock Holding History

RE Dickinson Investment Advisors’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
2024
Q4 		$809K Sell
1,825
-212
-10% -$9.71K 0.05% 74
2024
Q3 		$99.9K Sell
2,037
-1,355
-40% -$61.9K 0.06% 64
2024
Q2 		$143K Buy
3,392
+3,375
+19,853% +$139K 0.09% 56
2024
Q1 		$1K Hold
17
– – ﹤0.01% 206
2023
Q4 		$1K Hold
17
– – ﹤0.01% 215
2023
Q3 		$1K Hold
17
– – ﹤0.01% 248
2023
Q2 		$1K Buy
+17
New +$717 ﹤0.01% 358

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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return