Institutions / Epoch Investment Partners, Inc. / Activity
Activity — Epoch Investment Partners, Inc.
263 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Exit | Rush Enterprises Inc Common stock | $-839.3K | -16K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Wells Fargo & COMPANY/MN Common stock | $-840.3K | -11K -2.94% | 348,420 0.17% of portfolio | low |
| Q1 2026 as of | Add | Mastercard Inc Common stock | $886.9K | +2K +0.64% | 277,878 0.84% of portfolio | low |
| Q1 2026 as of | Trim | Eaton Corp plc Common stock | $-917.8K | -3K -2.31% | 108,635 0.24% of portfolio | low |
| Q1 2026 as of | Trim | Travelers Companies, Inc. Common stock | $-941.5K | -3K -2.89% | 108,482 0.19% of portfolio | low |
| Q1 2026 as of | Add | Wec Energy Group, Inc. Common stock | $975.8K | +8K +8.03% | 113,463 0.08% of portfolio | low |
| Q1 2026 as of | Exit | Ensign Group Inc/The Common stock | $-1.00M | -6K -100.00% | 0 | low |
| Q1 2026 as of | Trim | QSR Restaurant Brands International Inc. Common Stock | $-1.01M | -14K -1.61% | 833,338 0.37% of portfolio | low |
| Q1 2026 as of | Trim | Comcast Corp. Common stock | $-1.02M | -35K -4.71% | 717,727 0.12% of portfolio | low |
| Q1 2026 as of | Exit | Southern Missouri Bancorp, Inc. Common stock | $-1.04M | -18K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Apple Inc. Common stock | $-1.04M | -4K -0.33% | 1,231,865 1.89% of portfolio | low |
| Q1 2026 as of | Trim | Eog Resources Inc Common stock | $-1.05M | -7K -1.51% | 471,398 0.41% of portfolio | low |
| Q1 2026 as of | Add | CME Group Inc Common stock | $1.11M | +4K +6.65% | 60,370 0.11% of portfolio | low |
| Q1 2026 as of | Trim | Merck & Co., Inc. Common stock | $-1.13M | -9K -1.32% | 701,092 0.51% of portfolio | low |
| Q1 2026 as of | Trim | Vontier Corp Common stock | $-1.13M | -32K -55.30% | 25,694 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Hasbro, Inc. Common stock | $1.14M | +12K +1.05% | 1,174,077 0.67% of portfolio | low |
| Q1 2026 as of | Trim | Columbia Banking System, Inc. Common stock | $-1.15M | -42K -1.63% | 2,531,279 0.42% of portfolio | low |
| Q1 2026 as of | Trim | Medtronic plc Common stock | $-1.16M | -13K -1.54% | 855,500 0.45% of portfolio | low |
| Q1 2026 as of | Exit | Universal Display Corp Common stock | $-1.17M | -10K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Caseys General Stores Inc Common stock | $-1.19M | -2K -4.48% | 34,926 0.15% of portfolio | low |
| Q1 2026 as of | Add | Pepsico Inc Common stock | $1.21M | +8K +2.29% | 346,962 0.33% of portfolio | low |
| Q1 2026 as of | Trim | Schwab Charles Corp Common stock | $-1.21M | -13K -5.32% | 229,630 0.13% of portfolio | low |
| Q1 2026 as of | Trim | EPD Enterprise Products Partners L.P. MLP | $-1.28M | -34K -2.63% | 1,254,604 0.29% of portfolio | low |
| Q1 2026 as of | Trim | Mondelez International, Inc. Common stock | $-1.30M | -23K -2.48% | 888,788 0.31% of portfolio | low |
| Q1 2026 as of | Trim | Cadence Design Systems Inc Common stock | $-1.34M | -5K -8.19% | 54,149 0.09% of portfolio | low |
| Q1 2026 as of | Add | BlackRock, Inc. Common stock | $1.34M | +1K +3.92% | 37,050 0.22% of portfolio | low |
| Q1 2026 as of | Trim | Clear Secure, Inc. Common stock | $-1.35M | -28K -27.69% | 72,653 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Iron Mountain Inc Common stock | $-1.36M | -13K -2.12% | 616,513 0.38% of portfolio | low |
| Q1 2026 as of | Trim | Commvault Systems Inc Common stock | $-1.38M | -18K -8.15% | 199,866 0.09% of portfolio | low |
| Q1 2026 as of | Exit | Dream Finders Homes, Inc. Common stock | $-1.42M | -83K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Edwards Lifesciences Corp Common stock | $-1.45M | -18K -8.19% | 202,706 0.10% of portfolio | low |
| Q1 2026 as of | Trim | General Dynamics Corp Common stock | $-1.49M | -4K -4.85% | 84,980 0.18% of portfolio | low |
| Q1 2026 as of | Exit | Artisan Partners Asset Management Inc Common stock | $-1.51M | -37K -100.00% | 0 | low |
| Q1 2026 as of | Add | Voya Financial, Inc. Common stock | $1.53M | +22K +13.40% | 189,949 0.08% of portfolio | low |
| Q1 2026 as of | Add | American Tower Corp Common stock | $1.57M | +9K +14.24% | 72,850 0.08% of portfolio | low |
| Q1 2026 as of | Add | Coca Cola Co Common stock | $1.61M | +21K +2.88% | 753,182 0.35% of portfolio | low |
| Q1 2026 as of | Exit | Rambus Inc Common stock | $-1.62M | -18K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Microchip Technology Inc Common stock | $-1.64M | -25K -1.88% | 1,323,736 0.52% of portfolio | low |
| Q1 2026 as of | Trim | Amphenol Corp /De Common stock | $-1.65M | -13K -8.19% | 146,211 0.11% of portfolio | low |
| Q1 2026 as of | Add | Copart Inc Common stock | $1.65M | +50K +1.48% | 3,405,198 0.68% of portfolio | low |
| Q1 2026 as of | Trim | MPLX Mplx LP MLP | $-1.66M | -29K -2.51% | 1,127,544 0.39% of portfolio | low |
| Q1 2026 as of | Trim | Monarch Casino & Resort Inc Common stock | $-1.67M | -17K -85.21% | 3,035 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Mcdonald'S Corp Common stock | $1.68M | +5K +2.64% | 209,665 0.39% of portfolio | low |
| Q1 2026 as of | Exit | Lyft, Inc. Common stock | $-1.75M | -90K -100.00% | 0 | low |
| Q1 2026 as of | Exit | Middleby Corp Common stock | $-1.75M | -12K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Fortinet Inc Common stock | $-1.83M | -22K -8.15% | 251,658 0.12% of portfolio | low |
| Q1 2026 as of | Trim | McKesson Corp Common stock | $-1.83M | -2K -4.46% | 45,255 0.24% of portfolio | low |
| Q1 2026 as of | Trim | Dell Technologies Inc. Common stock | $-1.85M | -11K -1.16% | 964,040 0.96% of portfolio | low |
| Q1 2026 as of | Trim | Huntington Ingalls Industries, Inc. Common stock | $-1.88M | -5K -5.07% | 92,772 0.21% of portfolio | low |
| Q1 2026 as of | Exit | Patrick Industries Inc Common stock | $-1.90M | -17K -100.00% | 0 | low |