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Resources Management Corp’s EPR Properties EPR Stock Holding History

Resources Management Corp’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
Q4 		– Sell
-2,005
Closed -$55K – 483
2020
Q3 		$55K Sell
2,005
-540
-21% -$16.9K 0.01% 286
2020
Q2 		$84K Sell
2,545
-175
-6% -$5.19K 0.02% 259
2020
Q1 		$66K Buy
2,720
+1,135
+72% +$65.1K 0.01% 266
2019
Q4 		$112K Buy
1,585
+375
+31% +$27.7K 0.02% 240
2019
Q3 		$93K Buy
+1,210
New +$92.1K 0.02% 254

Other funds holding EPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NTCM
Nut Tree Capital Management New York $245M AUM 34.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Resources Management Corp's EPR Position: Q4 2020 in Review

Resources Management Corp sold out of EPR Properties (EPR) in Q4 2020, closing a stake of 2,005 shares — an estimated $55K sold.

Resources Management Corp first reported a position in EPR in Q3 2019 and held it in 5 quarters. The position peaked at $112K in Q4 2019. 290 funds tracked by Wall St. Rank hold EPR as of Q4 2020.

  • Resources Management Corp reported no remaining EPR Properties position as of Q4 2020 after selling out during the quarter.
  • Resources Management Corp sold 2,005 EPR Properties shares in Q4 2020, an estimated $55K.
  • Resources Management Corp first reported a position in EPR Properties in Q3 2019 and held it in 5 quarters.
  • Resources Management Corp's EPR Properties position peaked at $112K in Q4 2019.
  • 290 funds tracked by Wall St. Rank held EPR Properties as of Q4 2020.

Based on Resources Management Corp's 13F filing for Q4 2020, filed 16 Feb 2021.