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Berman Capital Advisors’s Edgewell Personal Care EPC Stock Holding History

Berman Capital 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
2020
Q1 		– Sell
-57
Closed -$1K – 1521
2019
Q4 		$1K Buy
+57
New +$1.84K ﹤0.01% 1317

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

Berman Capital Advisors's EPC Position: Q1 2020 in Review

Berman Capital Advisors sold out of Edgewell Personal Care (EPC) in Q1 2020, closing a stake of 57 shares — an estimated $1K sold.

Berman Capital Advisors first reported a position in EPC in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 225 funds tracked by Wall St. Rank hold EPC as of Q1 2020.

  • Berman Capital Advisors reported no remaining Edgewell Personal Care position as of Q1 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 57 Edgewell Personal Care shares in Q1 2020, an estimated $1K.
  • Berman Capital Advisors first reported a position in Edgewell Personal Care in Q4 2019 and held it in 1 quarter.
  • Berman Capital Advisors's Edgewell Personal Care position peaked at $1K in Q4 2019.
  • 225 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q1 2020.

Based on Berman Capital Advisors's 13F filing for Q1 2020, filed 14 May 2020.