Bailard
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Bailard’s Edgewell Personal Care EPC Stock Holding History

Bailard’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
-13,000
Closed -$437K – 767
2024
Q4 		$437K Buy
+13,000
New +$459K 0.01% 483
2024
Q1 		– Sell
-18,000
Closed -$659K – 757
2023
Q4 		$659K Buy
+18,000
New +$637K 0.02% 389

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
Brandes Investment Partners
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 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
Banco Santander
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bailard's EPC Position: Q1 2025 in Review

Bailard sold out of Edgewell Personal Care (EPC) in Q1 2025, closing a stake of 13,000 shares — an estimated $437K sold.

Bailard first reported a position in EPC in Q4 2023 and held it in 2 quarters. The position peaked at $659K in Q4 2023. 251 funds tracked by Wall St. Rank hold EPC as of Q1 2025.

  • Bailard reported no remaining Edgewell Personal Care position as of Q1 2025 after selling out during the quarter.
  • Bailard sold 13,000 Edgewell Personal Care shares in Q1 2025, an estimated $437K.
  • Bailard first reported a position in Edgewell Personal Care in Q4 2023 and held it in 2 quarters.
  • Bailard's Edgewell Personal Care position peaked at $659K in Q4 2023.
  • 251 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q1 2025.

Based on Bailard's 13F filing for Q1 2025, filed 2 May 2025.