Question 1

Does EP Wealth Advisors own GHC stock?

Accepted Answer

No. EP Wealth Advisors exited its GHC (Graham Holdings) position in Q2 2020. Its Q1 2020 13F listed 661 shares worth $226,000.

Question 2

How many shares of GHC does EP Wealth Advisors own?

Accepted Answer

None since Q2 2020, when EP Wealth Advisors exited the position. Its Q1 2020 13F listed 661 shares worth $226,000.

Question 3

What is EP Wealth Advisors' GHC position worth?

Accepted Answer

EP Wealth Advisors' GHC position was worth $226,000 in its Q1 2020 13F, before the exit in Q2 2020.

Question 4

Is EP Wealth Advisors buying or selling GHC?

Accepted Answer

In Q2 2020, EP Wealth Advisors exited its entire GHC position.

Question 5

When did EP Wealth Advisors first buy GHC?

Accepted Answer

EP Wealth Advisors already held GHC in its Q4 2018 13F, the earliest on record, and listed it in 5 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2020-Q2 Latest	Exited	0	-100.0%	$0	0.0%	$322.33	0
2020-Q1	Decreased	661	-6.6%	$226,000	0.0%	$319.64	0
2019-Q4	Decreased	708	-5.3%	$452,000	0.0%	$597.06	0
2019-Q3	Unchanged	748	0.0%	$496,000	0.0%	$618.58	0
2019-Q2	New	748	-	$516,000	0.0%	$642.15	33
2019-Q1	Exited	0	-100.0%	$0	0.0%	$634.52	0
2018-Q4	First report	747	-	$479,000	0.0%	$593.71	0