AssetMark Inc
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AssetMark Inc’s Edgewell Personal Care EPC Stock Holding History

AssetMark Inc’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
2025
Q1 		– Sell
-3
Closed -$101 – 2660
2024
Q4 		$101 Buy
+3
New +$106 ﹤0.01% 2527
2018
Q1 		– Sell
-5
Closed – – 1576
2017
Q4 		$0 Buy
+5
New +$315 ﹤0.01% 1940
2016
Q4 		– Sell
-67
Closed -$5K – 1281
2016
Q3 		$5K Hold
67
– – ﹤0.01% 1042
2016
Q2 		$6K Hold
67
– – ﹤0.01% 1008
2016
Q1 		$5K Sell
67
-26
-28% -$1.99K ﹤0.01% 961
2015
Q4 		$7K Buy
+93
New +$7.54K ﹤0.01% 923

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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

AssetMark Inc's EPC Position: Q1 2025 in Review

AssetMark Inc sold out of Edgewell Personal Care (EPC) in Q1 2025, closing a stake of 3 shares — an estimated $101 sold.

AssetMark Inc first reported a position in EPC in Q4 2015 and held it in 6 quarters. The position peaked at $7K in Q4 2015. 251 funds tracked by Wall St. Rank hold EPC as of Q1 2025.

  • AssetMark Inc reported no remaining Edgewell Personal Care position as of Q1 2025 after selling out during the quarter.
  • AssetMark Inc sold 3 Edgewell Personal Care shares in Q1 2025, an estimated $101.
  • AssetMark Inc first reported a position in Edgewell Personal Care in Q4 2015 and held it in 6 quarters.
  • AssetMark Inc's Edgewell Personal Care position peaked at $7K in Q4 2015.
  • 251 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q1 2025.

Based on AssetMark Inc's 13F filing for Q1 2025, filed 6 May 2025.