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C.M. Bidwell & Associates’s Edgewell Personal Care EPC Stock Holding History

C.M. Bidwell & Associates’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
2023
Q4 		– Sell
-2,770
Closed -$102K – 523
2023
Q3 		$102K Hold
2,770
– – 0.08% 227
2023
Q2 		$114K Hold
2,770
– – 0.08% 214
2023
Q1 		$118K Buy
+2,770
New +$116K 0.09% 209
2017
Q1 		– Sell
-3,895
Closed -$284K – 252
2016
Q4 		$284K Buy
3,895
+375
+11% +$29K 0.07% 131
2016
Q3 		$280K Sell
3,520
-44,145
-93% -$3.56M 0.07% 134
2016
Q2 		$4.02M Buy
+47,665
New +$3.85M 1% 32

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
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

C.M. Bidwell & Associates's EPC Position: Q4 2023 in Review

C.M. Bidwell & Associates sold out of Edgewell Personal Care (EPC) in Q4 2023, closing a stake of 2,770 shares — an estimated $102K sold.

C.M. Bidwell & Associates first reported a position in EPC in Q2 2016 and held it in 6 quarters. The position peaked at $4.02M in Q2 2016. 219 funds tracked by Wall St. Rank hold EPC as of Q4 2023.

  • C.M. Bidwell & Associates reported no remaining Edgewell Personal Care position as of Q4 2023 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 2,770 Edgewell Personal Care shares in Q4 2023, an estimated $102K.
  • C.M. Bidwell & Associates first reported a position in Edgewell Personal Care in Q2 2016 and held it in 6 quarters.
  • C.M. Bidwell & Associates's Edgewell Personal Care position peaked at $4.02M in Q2 2016.
  • 219 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q4 2023.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2023, filed 14 Feb 2024.