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Epoch Investment Partners, Inc. Historic Quarter Change: Foreign Stocks, New

Epoch Investment Partners, Inc. historic quarter change: Foreign Stocks, New

In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 23 quarters from 2013-06-30 to 2026-06-30, Epoch Investment Partners, Inc. opened 28 positions, added to 66, reduced 77 and sold out of 32.

  • Q1 2026: Stock BTI; Country of operation —; Class SPONSORED ADR; Shares before 0.
  • Q1 2026: Stock EQNR; Country of operation —; Class SPONSORED ADR; Shares before 0.
  • Q1 2026: Stock GSK; Country of operation —; Class SPONSORED ADR; Shares before 0.
  • Q1 2026: Stock SNY; Country of operation —; Class SPONSORED ADR; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1305841), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-10); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-12); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-13); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-12); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-13); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-13); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-14); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-13); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-13); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-13); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-14); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-13); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2004-09-30. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2026BTI
BRITISH AMERN TOB PLC
SPONSORED ADR04,823+4,823$0$282,001+$282,0012026-05-14
Q1 2026EQNR
EQUINOR ASA
SPONSORED ADR06,291+6,291$0$265,480+$265,4802026-05-14
Q1 2026GSK
GSK PLC
SPONSORED ADR04,379+4,379$0$241,677+$241,6772026-05-14
Q1 2026SNY
SANOFI SA
SPONSORED ADR04,996+4,996$0$240,707+$240,7072026-05-14
Q1 2026NVS
NOVARTIS AG
SPONSORED ADR01,525+1,525$0$232,944+$232,9442026-05-14
Q4 2024LYG
LLOYDS BANKING GROUP PLC
SPONSORED ADR016,642+16,642$0$45,266+$45,2662025-02-13
Q3 2024BHP
BHP GROUP LTD
SPONSORED ADS03,728+3,728$0$231,546+$231,5462024-11-13
Q2 2024IBN
ICICI BANK LIMITED
ADR0614,629+614,629$0$17,707,461+$17,707,4612024-08-13
Q1 2024TM
TOYOTA MOTOR CORP
ADS01,228+1,228$0$309,064+$309,0642024-05-14
Q1 2024BP
BP PLC
SPONSORED ADR05,712+5,712$0$215,228+$215,2282024-05-14
Q2 2016VOD
VODAFONE GROUP PLC NEW
SPNSR ADR0255,098+255,098$0$7,880,000+$7,880,0002016-08-12
Q1 2016IBN
ICICI BK LTD
ADR0810,700+810,700$0$5,805,000+$5,805,0002016-05-13
Q4 2015DEO
DIAGEO P L C
SPON ADR NEW015,341+15,341$0$1,673,000+$1,673,0002016-02-12
Q3 2015TEVA
TEVA PHARMACEUTICAL INDS LTD
ADR02,899,740+2,899,740$0$163,719,000+$163,719,0002015-11-13
Q3 2015TSM
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADR06,554,889+6,554,889$0$136,014,000+$136,014,0002015-11-13
Q3 2015NVS
NOVARTIS A G
SPONSORED ADR020,064+20,064$0$1,844,000+$1,844,0002015-11-13
Q1 2015TEVA
TEVA PHARMACEUTICAL INDS LTD
ADR0220,755+220,755$0$13,753,000+$13,753,0002015-05-14
Q1 2015LYG
LLOYDS BANKING GROUP PLC
SPONSORED ADR0378,330+378,330$0$1,767,000+$1,767,0002015-05-14
Q3 2014RIO
RIO TINTO PLC
SPONSORED ADR030,197+30,197$0$1,485,000+$1,485,0002014-11-13
Q3 2014WPP
WPP PLC NEW
ADR06,020+6,020$0$605,000+$605,0002014-11-13
Q2 2014TSM
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADR04,155,303+4,155,303$0$88,882,000+$88,882,0002014-08-13
Q1 2014VOD
VODAFONE GROUP PLC NEW
SPNSR ADR NO PAR0167,028+167,028$0$6,148,000+$6,148,0002014-05-14
Q1 2014BTI
BRITISH AMERN TOB PLC
SPONSORED ADR028,862+28,862$0$3,216,000+$3,216,0002014-05-14
Q1 2014NVS
NOVARTIS A G
SPONSORED ADR033,306+33,306$0$2,832,000+$2,832,0002014-05-14
Q1 2014PSO
PEARSON PLC
SPONSORED ADR0138,536+138,536$0$2,467,000+$2,467,0002014-05-14
Q1 2014BHP
BHP BILLITON LTD
SPONSORED ADR033,649+33,649$0$2,281,000+$2,281,0002014-05-14
Q1 2014ULXXXX
UNILEVER PLC
SPON ADR NEW050,154+50,154$0$2,146,000+$2,146,0002014-05-14
Q1 2014LYG
LLOYDS BANKING GROUP PLC
SPONSORED ADR0186,470+186,470$0$949,000+$949,0002014-05-14

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