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Winslow Evans & Crocker’s EPR Properties EPR Stock Holding History

Winslow Evans & Crocker’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
Q3 		– Sell
-1,933
Closed -$64K – 1108
2020
Q2 		$64K Sell
1,933
-893
-32% -$26.5K 0.02% 425
2020
Q1 		$70K Hold
2,826
– – 0.02% 379
2019
Q4 		$200K Hold
2,826
– – 0.05% 289
2019
Q3 		$218K Hold
2,826
– – 0.06% 277
2019
Q2 		$212K Sell
2,826
-258
-8% -$20.1K 0.06% 283
2019
Q1 		$238K Sell
3,084
-84
-3% -$6.11K 0.07% 269
2018
Q4 		$204K Hold
3,168
– – 0.07% 263
2018
Q3 		$218K Sell
3,168
-296
-9% -$20.1K 0.07% 254
2018
Q2 		$226K Hold
3,464
– – 0.07% 237
2018
Q1 		$192K Sell
3,464
-258
-7% -$14.9K 0.06% 256
2017
Q4 		$244K Sell
3,722
-360
-9% -$24.6K 0.08% 231
2017
Q3 		$285K Sell
4,082
-394
-9% -$27.7K 0.09% 206
2017
Q2 		$322K Sell
4,476
-432
-9% -$31.5K 0.09% 238
2017
Q1 		$361K Sell
4,908
-450
-8% -$33.2K 0.11% 187
2016
Q4 		$384K Hold
5,358
– – 0.12% 172
2016
Q3 		$422K Hold
5,358
– – 0.12% 179
2016
Q2 		$432K Sell
5,358
-616
-10% -$43.3K 0.13% 165
2016
Q1 		$398K Sell
5,974
-1,002
-14% -$61.1K 0.12% 167
2015
Q4 		$408K Buy
6,976
+528
+8% +$29.5K 0.12% 190
2015
Q3 		$333K Buy
6,448
+1,996
+45% +$108K 0.1% 202
2015
Q2 		$244K Sell
4,452
-322
-7% -$18.7K 0.07% 268
2015
Q1 		$287K Sell
4,774
-6,430
-57% -$395K 0.08% 249
2014
Q4 		$646K Sell
11,204
-102
-0.9% -$5.67K 0.18% 122
2014
Q3 		$573K Buy
11,306
+51
+0.5% +$2.82K 0.16% 143
2014
Q2 		$629K Sell
11,255
-456
-4% -$24.7K 0.21% 120
2014
Q1 		$625K Sell
11,711
-310
-3% -$16K 0.22% 111
2013
Q4 		$591K Buy
+12,021
New +$602K 0.2% 123

Other funds holding EPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $927M AUM 153.64% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
NTCM
Nut Tree Capital Management New York $419M AUM 65.06% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Winslow Evans & Crocker's EPR Position: Q3 2020 in Review

Winslow Evans & Crocker sold out of EPR Properties (EPR) in Q3 2020, closing a stake of 1,933 shares — an estimated $64K sold.

Winslow Evans & Crocker first reported a position in EPR in Q4 2013 and held it in 27 quarters. The position peaked at $646K in Q4 2014. 298 funds tracked by Wall St. Rank hold EPR as of Q3 2020.

  • Winslow Evans & Crocker reported no remaining EPR Properties position as of Q3 2020 after selling out during the quarter.
  • Winslow Evans & Crocker sold 1,933 EPR Properties shares in Q3 2020, an estimated $64K.
  • Winslow Evans & Crocker first reported a position in EPR Properties in Q4 2013 and held it in 27 quarters.
  • Winslow Evans & Crocker's EPR Properties position peaked at $646K in Q4 2014.
  • 298 funds tracked by Wall St. Rank held EPR Properties as of Q3 2020.

Based on Winslow Evans & Crocker's 13F filing for Q3 2020, filed 21 Oct 2020.