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Aperio Group’s Edgewell Personal Care EPC Stock Holding History

Aperio Group’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
2020
Q4 		$344K Sell
9,940
-1,655
-14% -$53.7K ﹤0.01% 2122
2020
Q3 		$323K Sell
11,595
-627
-5% -$18.6K ﹤0.01% 2039
2020
Q2 		$381K Sell
12,222
-15,355
-56% -$430K ﹤0.01% 1903
2020
Q1 		$664K Sell
27,577
-2,135
-7% -$63.8K ﹤0.01% 1497
2019
Q4 		$920K Sell
29,712
-1,932
-6% -$62.3K ﹤0.01% 1475
2019
Q3 		$1.03M Buy
31,644
+15,790
+100% +$471K ﹤0.01% 1379
2019
Q2 		$427K Sell
15,854
-1,789
-10% -$63.8K ﹤0.01% 1867
2019
Q1 		$774K Sell
17,643
-11,400
-39% -$475K ﹤0.01% 1496
2018
Q4 		$1.08M Sell
29,043
-73,509
-72% -$3.21M 0.01% 1267
2018
Q3 		$4.74M Sell
102,552
-1,610
-2% -$85.2K 0.02% 701
2018
Q2 		$5.26M Buy
104,162
+65,800
+172% +$3.02M 0.03% 648
2018
Q1 		$1.87M Buy
38,362
+25,323
+194% +$1.36M 0.01% 1041
2017
Q4 		$774K Sell
13,039
-1,085
-8% -$68.3K ﹤0.01% 1462
2017
Q3 		$1.03M Sell
14,124
-548
-4% -$40.4K 0.01% 1246
2017
Q2 		$1.11M Buy
14,672
+759
+5% +$55.8K 0.01% 1183
2017
Q1 		$1.02M Sell
13,913
-2,667
-16% -$203K 0.01% 1164
2016
Q4 		$1.21M Buy
16,580
+371
+2% +$28.7K 0.01% 1037
2016
Q3 		$1.29M Sell
16,209
-95
-0.6% -$7.66K 0.01% 995
2016
Q2 		$1.38M Buy
16,304
+1,460
+10% +$118K 0.01% 944
2016
Q1 		$1.2M Buy
14,844
+3,746
+34% +$287K 0.01% 969
2015
Q4 		$870K Sell
11,098
-423
-4% -$34.3K 0.01% 1075
2015
Q3 		$940K Sell
11,521
-428
-4% -$38.7K 0.01% 1003
2015
Q2 		$1.57M Sell
11,949
-1,672
-12% -$173K 0.02% 801
2015
Q1 		$1.39M Buy
13,621
+1,244
+10% +$123K 0.02% 813
2014
Q4 		$1.18M Buy
12,377
+1,217
+11% +$112K 0.01% 835
2014
Q3 		$1.02M Buy
11,160
+498
+5% +$44.6K 0.01% 853
2014
Q2 		$965K Buy
10,662
+1,556
+17% +$128K 0.01% 863
2014
Q1 		$680K Buy
+9,106
New +$666K 0.01% 1192
2013
Q4 		– Sell
-8,116
Closed -$618K – 1141
2013
Q3 		$548K Buy
8,116
+1,298
+19% +$95.9K 0.01% 1101
2013
Q2 		$508K Buy
+6,818
New +$496K 0.01% 1028

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Aperio Group's EPC Position: Q4 2020 in Review

Aperio Group reduced its Edgewell Personal Care (EPC) stake by 14% in Q4 2020, selling an estimated $53.7K and leaving 9,940 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #2122.

Aperio Group first reported a position in EPC in Q2 2013 and has held it in 30 quarters since. The position peaked at $5.26M in Q2 2018. 228 funds tracked by Wall St. Rank hold EPC as of Q4 2020.

  • Aperio Group held 9,940 shares of Edgewell Personal Care worth $344K as of Q4 2020.
  • Aperio Group sold 1,655 Edgewell Personal Care shares in Q4 2020, an estimated $53.7K.
  • Edgewell Personal Care made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2122 holding.
  • Aperio Group first reported a position in Edgewell Personal Care in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's Edgewell Personal Care position peaked at $5.26M in Q2 2018.
  • 228 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.