Bank Julius Baer & Co
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Bank Julius Baer & Co’s Edgewell Personal Care EPC Stock Holding History

Bank Julius Baer & Co’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
2024
Q3 		– Sell
-1,137
Closed -$50.8K – 518
2024
Q2 		$50.8K Sell
1,137
-128
-10% -$4.9K ﹤0.01% 439
2024
Q1 		$48.9K Buy
+1,265
New +$47.8K ﹤0.01% 468

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Dimensional Fund Advisors
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American Century Companies
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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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bank Julius Baer & Co's EPC Position: Q3 2024 in Review

Bank Julius Baer & Co sold out of Edgewell Personal Care (EPC) in Q3 2024, closing a stake of 1,137 shares — an estimated $50.8K sold.

Bank Julius Baer & Co first reported a position in EPC in Q1 2024 and held it in 2 quarters. The position peaked at $50.8K in Q2 2024. 257 funds tracked by Wall St. Rank hold EPC as of Q3 2024.

  • Bank Julius Baer & Co reported no remaining Edgewell Personal Care position as of Q3 2024 after selling out during the quarter.
  • Bank Julius Baer & Co sold 1,137 Edgewell Personal Care shares in Q3 2024, an estimated $50.8K.
  • Bank Julius Baer & Co first reported a position in Edgewell Personal Care in Q1 2024 and held it in 2 quarters.
  • Bank Julius Baer & Co's Edgewell Personal Care position peaked at $50.8K in Q2 2024.
  • 257 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q3 2024.

Based on Bank Julius Baer & Co's 13F filing for Q3 2024, filed 14 Nov 2024.