AWM
EPC icon

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

Aevitas 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
2019
Q2 		– Sell
-17
Closed – – 172
2019
Q1 		$0 Hold
17
– – ﹤0.01% 376
2018
Q4 		$1K Hold
17
– – ﹤0.01% 371
2018
Q3 		$1K Hold
17
– – ﹤0.01% 434
2018
Q2 		$1K Hold
17
– – ﹤0.01% 407
2018
Q1 		$1K Hold
17
– – ﹤0.01% 429
2017
Q4 		$1K Buy
+17
New +$1.07K ﹤0.01% 420

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Aevitas Wealth Management's EPC Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Edgewell Personal Care (EPC) in Q2 2019, closing a stake of 17 shares.

Aevitas Wealth Management first reported a position in EPC in Q4 2017 and held it in 6 quarters. The position peaked at $1K in Q4 2018. 250 funds tracked by Wall St. Rank hold EPC as of Q2 2019.

  • Aevitas Wealth Management reported no remaining Edgewell Personal Care position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 17 Edgewell Personal Care shares in Q2 2019.
  • Aevitas Wealth Management first reported a position in Edgewell Personal Care in Q4 2017 and held it in 6 quarters.
  • Aevitas Wealth Management's Edgewell Personal Care position peaked at $1K in Q4 2018.
  • 250 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.