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Boyd Watterson Asset Management’s Edgewell Personal Care EPC Stock Holding History

Boyd Watterson Asset 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
2021
Q2 		– Sell
-8,310
Closed -$329K – 148
2021
Q1 		$329K Buy
8,310
+510
+7% +$17.7K 0.14% 118
2020
Q4 		$270K Hold
7,800
– – 0.13% 118
2020
Q3 		$217K Hold
7,800
– – 0.12% 117
2020
Q2 		$243K Buy
+7,800
New +$218K 0.16% 98
2018
Q4 		– Sell
-10,635
Closed -$492K – 119
2018
Q3 		$492K Sell
10,635
-3,631
-25% -$192K 0.28% 87
2018
Q2 		$720K Buy
14,266
+3,507
+33% +$161K 0.41% 70
2018
Q1 		$525K Buy
10,759
+4,407
+69% +$237K 0.26% 95
2017
Q4 		$377K Sell
6,352
-2,768
-30% -$174K 0.18% 115
2017
Q3 		$664K Buy
9,120
+334
+4% +$24.6K 0.33% 91
2017
Q2 		$668K Sell
8,786
-290
-3% -$21.3K 0.34% 87
2017
Q1 		$664K Sell
9,076
-113
-1% -$8.6K 0.33% 84
2016
Q4 		$671K Buy
9,189
+690
+8% +$53.4K 0.36% 86
2016
Q3 		$676K Buy
8,499
+1,281
+18% +$103K 0.33% 86
2016
Q2 		$609K Buy
+7,218
New +$583K 0.29% 89

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 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
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Boyd Watterson Asset Management's EPC Position: Q2 2021 in Review

Boyd Watterson Asset Management sold out of Edgewell Personal Care (EPC) in Q2 2021, closing a stake of 8,310 shares — an estimated $329K sold.

Boyd Watterson Asset Management first reported a position in EPC in Q2 2016 and held it in 14 quarters. The position peaked at $720K in Q2 2018. 222 funds tracked by Wall St. Rank hold EPC as of Q2 2021.

  • Boyd Watterson Asset Management reported no remaining Edgewell Personal Care position as of Q2 2021 after selling out during the quarter.
  • Boyd Watterson Asset Management sold 8,310 Edgewell Personal Care shares in Q2 2021, an estimated $329K.
  • Boyd Watterson Asset Management first reported a position in Edgewell Personal Care in Q2 2016 and held it in 14 quarters.
  • Boyd Watterson Asset Management's Edgewell Personal Care position peaked at $720K in Q2 2018.
  • 222 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q2 2021.

Based on Boyd Watterson Asset Management's 13F filing for Q2 2021, filed 19 Jul 2021.