American Trust Investment Advisors’s Edgewell Personal Care EPC Stock Holding History

American Trust Investment Advisors’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
2022 Q1	–	Sell	-4,695	Closed	-$215K	–	93
2021 Q4	$215K	Buy	+4,695	New	+$189K	0.11%	85
2021 Q3	–	Sell	-5,095	Closed	-$224K	–	87
2021 Q2	$224K	Sell	5,095 -85,780	-94%	-$3.63M	0.12%	79
2021 Q1	$3.6M	Sell	90,875 -4,270	-4%	-$148K	2.1%	24
2020 Q4	$3.29M	Buy	95,145 +850	+0.9%	+$27.6K	2.04%	18
2020 Q3	$2.63M	Buy	94,295 +1,540	+2%	+$45.7K	1.9%	19
2020 Q2	$2.89M	Buy	+92,755	New	+$2.6M	2.34%	16

Other funds holding EPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

American Trust Investment Advisors's EPC Position: Q1 2022 in Review

American Trust Investment Advisors sold out of Edgewell Personal Care (EPC) in Q1 2022, closing a stake of 4,695 shares — an estimated $215K sold.

American Trust Investment Advisors first reported a position in EPC in Q2 2020 and held it in 6 quarters. The position peaked at $3.6M in Q1 2021. 231 funds tracked by Wall St. Rank hold EPC as of Q1 2022.

American Trust Investment Advisors reported no remaining Edgewell Personal Care position as of Q1 2022 after selling out during the quarter.
American Trust Investment Advisors sold 4,695 Edgewell Personal Care shares in Q1 2022, an estimated $215K.
American Trust Investment Advisors first reported a position in Edgewell Personal Care in Q2 2020 and held it in 6 quarters.
American Trust Investment Advisors's Edgewell Personal Care position peaked at $3.6M in Q1 2021.
231 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q1 2022.

Based on American Trust Investment Advisors's 13F filing for Q1 2022, filed 19 Apr 2022.