Baird Financial Group
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Baird Financial Group’s Edgewell Personal Care EPC Stock Holding History

Baird Financial 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
2023
Q3 		– Sell
-72,261
Closed -$2.99M – 1726
2023
Q2 		$2.99M Buy
+72,261
New +$3.09M 0.01% 795
2019
Q2 		– Sell
-6,660
Closed -$292K – 1534
2019
Q1 		$292K Sell
6,660
-3
-0% -$125 ﹤0.01% 1156
2018
Q4 		$249K Hold
6,663
– – ﹤0.01% 1159
2018
Q3 		$306K Sell
6,663
-447
-6% -$23.6K ﹤0.01% 1174
2018
Q2 		$359K Sell
7,110
-3
-0% -$138 ﹤0.01% 1097
2018
Q1 		$347K Hold
7,113
– – ﹤0.01% 1092
2017
Q4 		$422K Hold
7,113
– – ﹤0.01% 1053
2017
Q3 		$518K Buy
7,113
+3
+0% +$221 ﹤0.01% 978
2017
Q2 		$541K Sell
7,110
-145
-2% -$10.7K ﹤0.01% 944
2017
Q1 		$531K Buy
+7,255
New +$552K ﹤0.01% 934
2015
Q3 		– Sell
-4,095
Closed -$538K – 1263
2015
Q2 		$538K Buy
+4,095
New +$423K 0.01% 936

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
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Baird Financial Group's EPC Position: Q3 2023 in Review

Baird Financial Group sold out of Edgewell Personal Care (EPC) in Q3 2023, closing a stake of 72,261 shares — an estimated $2.99M sold.

Baird Financial Group first reported a position in EPC in Q2 2015 and held it in 11 quarters. The position peaked at $2.99M in Q2 2023. 223 funds tracked by Wall St. Rank hold EPC as of Q3 2023.

  • Baird Financial Group reported no remaining Edgewell Personal Care position as of Q3 2023 after selling out during the quarter.
  • Baird Financial Group sold 72,261 Edgewell Personal Care shares in Q3 2023, an estimated $2.99M.
  • Baird Financial Group first reported a position in Edgewell Personal Care in Q2 2015 and held it in 11 quarters.
  • Baird Financial Group's Edgewell Personal Care position peaked at $2.99M in Q2 2023.
  • 223 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q3 2023.

Based on Baird Financial Group's 13F filing for Q3 2023, filed 13 Nov 2023.