Bank of Montreal
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Bank of Montreal’s Edgewell Personal Care EPC Stock Holding History

Bank of Montreal’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
Q3 		– Sell
-9,975
Closed -$234K – 3604
2025
Q2 		$234K Sell
9,975
-647
-6% -$17.9K ﹤0.01% 2716
2025
Q1 		$332K Sell
10,622
-268
-2% -$8.43K ﹤0.01% 2447
2024
Q4 		$366K Buy
10,890
+636
+6% +$22.5K ﹤0.01% 2430
2024
Q3 		$374K Buy
10,254
+260
+3% +$10K ﹤0.01% 2614
2024
Q2 		$407K Sell
9,994
-715
-7% -$27.4K ﹤0.01% 2529
2024
Q1 		$415K Sell
10,709
-276
-3% -$10.4K ﹤0.01% 2571
2023
Q4 		$404K Sell
10,985
-1,660
-13% -$58.7K ﹤0.01% 2661
2023
Q3 		$493K Sell
12,645
-7
-0.1% -$270 ﹤0.01% 2466
2023
Q2 		$547K Sell
12,652
-2,118
-14% -$90.5K ﹤0.01% 2536
2023
Q1 		$629K Sell
14,770
-1,276
-8% -$53.5K ﹤0.01% 2339
2022
Q4 		$634K Buy
16,046
+1,849
+13% +$73.4K ﹤0.01% 2472
2022
Q3 		$552 Sell
14,197
-26
-0.2% -$1.01K ﹤0.01% 2528
2022
Q2 		$499 Sell
14,223
-10,314
-42% -$371K ﹤0.01% 2690
2022
Q1 		$897K Buy
24,537
+272
+1% +$11.1K ﹤0.01% 2426
2021
Q4 		$1.12M Sell
24,265
-2,687
-10% -$108K ﹤0.01% 1877
2021
Q3 		$1.02M Buy
26,952
+162
+0.6% +$6.66K ﹤0.01% 2480
2021
Q2 		$1.19M Buy
26,790
+1,864
+7% +$79K ﹤0.01% 2377
2021
Q1 		$982K Sell
24,926
-4,935
-17% -$171K ﹤0.01% 2210
2020
Q4 		$1.04M Buy
29,861
+5,734
+24% +$186K ﹤0.01% 2218
2020
Q3 		$715K Sell
24,127
-12,098
-33% -$359K ﹤0.01% 2145
2020
Q2 		$1.11M Buy
36,225
+6,507
+22% +$182K ﹤0.01% 1876
2020
Q1 		$788K Sell
29,718
-4,216
-12% -$126K ﹤0.01% 1794
2019
Q4 		$1.05M Buy
33,934
+6,033
+22% +$195K ﹤0.01% 2245
2019
Q3 		$907K Buy
27,901
+1,121
+4% +$33.5K ﹤0.01% 2127
2019
Q2 		$722K Buy
26,780
+3,058
+13% +$109K ﹤0.01% 2232
2019
Q1 		$1.04M Sell
23,722
-1,636
-6% -$68.2K ﹤0.01% 2006
2018
Q4 		$948K Sell
25,358
-1,809
-7% -$78.9K ﹤0.01% 1918
2018
Q3 		$1.26M Sell
27,167
-1,094
-4% -$57.9K ﹤0.01% 1904
2018
Q2 		$1.43M Sell
28,261
-1,719
-6% -$79K ﹤0.01% 1812
2018
Q1 		$1.46M Buy
29,980
+125
+0.4% +$6.73K ﹤0.01% 1720
2017
Q4 		$1.77M Sell
29,855
-1,749
-6% -$110K ﹤0.01% 1640
2017
Q3 		$2.3M Buy
31,604
+1,107
+4% +$81.6K ﹤0.01% 1556
2017
Q2 		$2.32M Sell
30,497
-2,818
-8% -$207K ﹤0.01% 1547
2017
Q1 		$2.44M Sell
33,315
-1,871
-5% -$142K ﹤0.01% 1423
2016
Q4 		$2.78M Sell
35,186
-22,760
-39% -$1.76M ﹤0.01% 1363
2016
Q3 		$4.61M Sell
57,946
-70,930
-55% -$5.72M 0.01% 1125
2016
Q2 		$10.9M Buy
128,876
+45,928
+55% +$3.71M 0.01% 761
2016
Q1 		$6.68M Buy
82,948
+14,483
+21% +$1.11M 0.01% 921
2015
Q4 		$5.37M Sell
68,465
-92
-0.1% -$7.46K 0.01% 974
2015
Q3 		$5.59M Sell
68,557
-35,165
-34% -$3.18M 0.01% 933
2015
Q2 		$10.1M Sell
103,722
-28,274
-21% -$2.92M 0.01% 801
2015
Q1 		$13.5M Sell
131,996
-13,608
-9% -$1.35M 0.02% 674
2014
Q4 		$13.9M Sell
145,604
-23,028
-14% -$2.12M 0.02% 641
2014
Q3 		$15.4M Buy
168,632
+424
+0.3% +$37.9K 0.02% 604
2014
Q2 		$15.2M Sell
168,208
-203,630
-55% -$16.7M 0.02% 606
2014
Q1 		$27.8M Buy
371,838
+185,745
+100% +$13.6M 0.04% 346
2013
Q4 		$14.9M Sell
186,093
-390,540
-68% -$29.7M 0.02% 462
2013
Q3 		$39M Buy
576,633
+46,384
+9% +$3.43M 0.06% 233
2013
Q2 		$39.5M Buy
+530,249
New +$38.6M 0.07% 212

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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Bank of Montreal's EPC Position: Q3 2025 in Review

Bank of Montreal sold out of Edgewell Personal Care (EPC) in Q3 2025, closing a stake of 9,975 shares — an estimated $234K sold.

Bank of Montreal first reported a position in EPC in Q2 2013 and held it in 49 quarters. The position peaked at $39.5M in Q2 2013. 222 funds tracked by Wall St. Rank hold EPC as of Q3 2025.

  • Bank of Montreal reported no remaining Edgewell Personal Care position as of Q3 2025 after selling out during the quarter.
  • Bank of Montreal sold 9,975 Edgewell Personal Care shares in Q3 2025, an estimated $234K.
  • Bank of Montreal first reported a position in Edgewell Personal Care in Q2 2013 and held it in 49 quarters.
  • Bank of Montreal's Edgewell Personal Care position peaked at $39.5M in Q2 2013.
  • 222 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q3 2025.

Based on Bank of Montreal's 13F filing for Q3 2025, filed 13 Nov 2025.