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BerganKDV Wealth Management’s Edgewell Personal Care EPC Stock Holding History

BerganKDV Wealth Management’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
2020
Q1 		– Sell
-200
Closed -$6K – 940
2019
Q4 		$6K Hold
200
– – ﹤0.01% 591
2019
Q3 		$6K Hold
200
– – ﹤0.01% 540
2019
Q2 		$5K Hold
200
– – ﹤0.01% 582
2019
Q1 		$9K Hold
200
– – ﹤0.01% 539
2018
Q4 		$7K Hold
200
– – ﹤0.01% 517
2018
Q3 		$9K Hold
200
– – ﹤0.01% 505
2018
Q2 		$10K Buy
+200
New +$9.19K ﹤0.01% 500

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return

BerganKDV Wealth Management's EPC Position: Q1 2020 in Review

BerganKDV Wealth Management sold out of Edgewell Personal Care (EPC) in Q1 2020, closing a stake of 200 shares — an estimated $6K sold.

BerganKDV Wealth Management first reported a position in EPC in Q2 2018 and held it in 7 quarters. The position peaked at $10K in Q2 2018. 225 funds tracked by Wall St. Rank hold EPC as of Q1 2020.

  • BerganKDV Wealth Management reported no remaining Edgewell Personal Care position as of Q1 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 200 Edgewell Personal Care shares in Q1 2020, an estimated $6K.
  • BerganKDV Wealth Management first reported a position in Edgewell Personal Care in Q2 2018 and held it in 7 quarters.
  • BerganKDV Wealth Management's Edgewell Personal Care position peaked at $10K in Q2 2018.
  • 225 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q1 2020.

Based on BerganKDV Wealth Management's 13F filing for Q1 2020, filed 24 Apr 2020.