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Abound Wealth Management’s Edgewell Personal Care EPC Stock Holding History

Abound Wealth Management’s Portfolio EPC Stock Details EPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7
Closed -$255 – 1267
2024
Q3 		$255 Sell
7
-1
-13% -$39 ﹤0.01% 1030
2024
Q2 		$322 Hold
8
– – ﹤0.01% 960
2024
Q1 		$310 Hold
8
– – ﹤0.01% 1120
2023
Q4 		$294 Hold
8
– – ﹤0.01% 1171
2023
Q3 		$296 Hold
8
– – ﹤0.01% 1018
2023
Q2 		$331 Buy
+8
New +$342 ﹤0.01% 1008

Other funds holding EPC

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Abound Wealth Management's EPC Position: Q4 2024 in Review

Abound Wealth Management sold out of Edgewell Personal Care (EPC) in Q4 2024, closing a stake of 7 shares — an estimated $255 sold.

Abound Wealth Management first reported a position in EPC in Q2 2023 and held it in 6 quarters. The position peaked at $331 in Q2 2023. 252 funds tracked by Wall St. Rank hold EPC as of Q4 2024.

  • Abound Wealth Management reported no remaining Edgewell Personal Care position as of Q4 2024 after selling out during the quarter.
  • Abound Wealth Management sold 7 Edgewell Personal Care shares in Q4 2024, an estimated $255.
  • Abound Wealth Management first reported a position in Edgewell Personal Care in Q2 2023 and held it in 6 quarters.
  • Abound Wealth Management's Edgewell Personal Care position peaked at $331 in Q2 2023.
  • 252 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q4 2024.

Based on Abound Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.