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Bellwether Advisors’s Edgewell Personal Care EPC Stock Holding History

Bellwether Advisors’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
2021
Q4 		– Sell
-28,213
Closed -$1.02M – 577
2021
Q3 		$1.02M Buy
+28,213
New +$1.16M 0.34% 64

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Bellwether Advisors's EPC Position: Q4 2021 in Review

Bellwether Advisors sold out of Edgewell Personal Care (EPC) in Q4 2021, closing a stake of 28,213 shares — an estimated $1.02M sold.

Bellwether Advisors first reported a position in EPC in Q3 2021 and held it in 1 quarter. The position peaked at $1.02M in Q3 2021. 247 funds tracked by Wall St. Rank hold EPC as of Q4 2021.

  • Bellwether Advisors reported no remaining Edgewell Personal Care position as of Q4 2021 after selling out during the quarter.
  • Bellwether Advisors sold 28,213 Edgewell Personal Care shares in Q4 2021, an estimated $1.02M.
  • Bellwether Advisors first reported a position in Edgewell Personal Care in Q3 2021 and held it in 1 quarter.
  • Bellwether Advisors's Edgewell Personal Care position peaked at $1.02M in Q3 2021.
  • 247 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q4 2021.

Based on Bellwether Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.