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Advisornet Financial’s Edgewell Personal Care EPC Stock Holding History

Advisornet Financial’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
Q3 		– Sell
-16
Closed -$643 – 2215
2024
Q2 		$643 Sell
16
-24
-60% -$919 ﹤0.01% 1903
2024
Q1 		$1.55K Buy
40
+4
+11% +$151 ﹤0.01% 1645
2023
Q4 		$1.32K Buy
36
+20
+125% +$708 ﹤0.01% 1820
2023
Q3 		$591 Sell
16
-5
-24% -$193 ﹤0.01% 1941
2023
Q2 		$868 Buy
21
+4
+24% +$171 ﹤0.01% 1921
2023
Q1 		$721 Buy
17
+1
+6% +$42 ﹤0.01% 1977
2022
Q4 		$617 Buy
+16
New +$636 ﹤0.01% 1983

Other funds holding EPC

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Brandes Investment Partners
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Banco Santander
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Advisornet Financial's EPC Position: Q3 2024 in Review

Advisornet Financial sold out of Edgewell Personal Care (EPC) in Q3 2024, closing a stake of 16 shares — an estimated $643 sold.

Advisornet Financial first reported a position in EPC in Q4 2022 and held it in 7 quarters. The position peaked at $1.55K in Q1 2024. 256 funds tracked by Wall St. Rank hold EPC as of Q3 2024.

  • Advisornet Financial reported no remaining Edgewell Personal Care position as of Q3 2024 after selling out during the quarter.
  • Advisornet Financial sold 16 Edgewell Personal Care shares in Q3 2024, an estimated $643.
  • Advisornet Financial first reported a position in Edgewell Personal Care in Q4 2022 and held it in 7 quarters.
  • Advisornet Financial's Edgewell Personal Care position peaked at $1.55K in Q1 2024.
  • 256 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q3 2024.

Based on Advisornet Financial's 13F filing for Q3 2024, filed 15 Oct 2024.