Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Edgewell Personal Care EPC Stock Holding History

Cambridge Investment Research 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
2024
Q2 		– Sell
-12,364
Closed -$478K – 3356
2024
Q1 		$478K Buy
+12,364
New +$467K ﹤0.01% 2313
2019
Q3 		– Sell
-7,752
Closed -$209K – 2357
2019
Q2 		$209K Sell
7,752
-182
-2% -$6.49K ﹤0.01% 1975
2019
Q1 		$348K Sell
7,934
-273
-3% -$11.4K ﹤0.01% 1722
2018
Q4 		$307K Sell
8,207
-1,003
-11% -$43.8K ﹤0.01% 1648
2018
Q3 		$426K Buy
9,210
+51
+0.6% +$2.7K ﹤0.01% 1543
2018
Q2 		$462K Sell
9,159
-251
-3% -$11.5K ﹤0.01% 1440
2018
Q1 		$459K Sell
9,410
-1,398
-13% -$75.3K 0.01% 1400
2017
Q4 		$642K Sell
10,808
-583
-5% -$36.7K 0.01% 1169
2017
Q3 		$829K Buy
11,391
+238
+2% +$17.5K 0.01% 934
2017
Q2 		$848K Buy
11,153
+343
+3% +$25.2K 0.01% 887
2017
Q1 		$791K Buy
10,810
+376
+4% +$28.6K 0.01% 838
2016
Q4 		$762K Sell
10,434
-134
-1% -$10.4K 0.01% 813
2016
Q3 		$840K Sell
10,568
-41
-0.4% -$3.31K 0.02% 768
2016
Q2 		$895K Buy
10,609
+3,052
+40% +$247K 0.02% 656
2016
Q1 		$609K Buy
7,557
+357
+5% +$27.4K 0.01% 792
2015
Q4 		$564K Sell
7,200
-375
-5% -$30.4K 0.01% 805
2015
Q3 		$618K Sell
7,575
-441
-6% -$39.9K 0.02% 665
2015
Q2 		$1.05M Sell
8,016
-3,544
-31% -$366K 0.03% 488
2015
Q1 		$1.18M Buy
11,560
+44
+0.4% +$4.36K 0.03% 451
2014
Q4 		$1.1M Buy
11,516
+391
+4% +$36K 0.03% 449
2014
Q3 		$1.02M Buy
11,125
+2,228
+25% +$199K 0.03% 515
2014
Q2 		$805K Sell
8,897
-553
-6% -$45.5K 0.03% 531
2014
Q1 		$706K Buy
9,450
+607
+7% +$44.4K 0.03% 554
2013
Q4 		$709K Buy
8,843
+798
+10% +$60.7K 0.03% 507
2013
Q3 		$544K Buy
8,045
+255
+3% +$18.8K 0.02% 590
2013
Q2 		$580K Buy
+7,790
New +$567K 0.03% 485

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

Cambridge Investment Research Advisors's EPC Position: Q2 2024 in Review

Cambridge Investment Research Advisors sold out of Edgewell Personal Care (EPC) in Q2 2024, closing a stake of 12,364 shares — an estimated $478K sold.

Cambridge Investment Research Advisors first reported a position in EPC in Q2 2013 and held it in 26 quarters. The position peaked at $1.18M in Q1 2015. 257 funds tracked by Wall St. Rank hold EPC as of Q2 2024.

  • Cambridge Investment Research Advisors reported no remaining Edgewell Personal Care position as of Q2 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 12,364 Edgewell Personal Care shares in Q2 2024, an estimated $478K.
  • Cambridge Investment Research Advisors first reported a position in Edgewell Personal Care in Q2 2013 and held it in 26 quarters.
  • Cambridge Investment Research Advisors's Edgewell Personal Care position peaked at $1.18M in Q1 2015.
  • 257 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q2 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.