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
2015
Q3 		– Sell
-16,400
Closed -$1.6M – 4018
2015
Q2 		$1.6M Buy
+16,400
New +$1.69M ﹤0.01% 1470

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
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 $3.37T AUM 44.26% 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 $1.61T 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.