Cardinal Point Capital Management’s Edgewell Personal Care EPC Stock Holding History

Cardinal Point Capital 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
2024 Q2	–	Sell	-12,377	Closed	-$480K	–	76
2024 Q1	$480K	Hold	12,377	–	–	0.09%	45
2023 Q4	$455K	Hold	12,377	–	–	0.11%	46
2023 Q3	$459K	Hold	12,377	–	–	0.12%	47
2023 Q2	$513K	Hold	12,377	–	–	0.15%	41
2023 Q1	$527K	Hold	12,377	–	–	0.16%	51
2022 Q4	$479K	Buy	+12,377	New	+$492K	0.17%	44

Other funds holding EPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cardinal Point Capital Management's EPC Position: Q2 2024 in Review

Cardinal Point Capital Management sold out of Edgewell Personal Care (EPC) in Q2 2024, closing a stake of 12,377 shares — an estimated $480K sold.

Cardinal Point Capital Management first reported a position in EPC in Q4 2022 and held it in 6 quarters. The position peaked at $527K in Q1 2023. 257 funds tracked by Wall St. Rank hold EPC as of Q2 2024.

Cardinal Point Capital Management reported no remaining Edgewell Personal Care position as of Q2 2024 after selling out during the quarter.
Cardinal Point Capital Management sold 12,377 Edgewell Personal Care shares in Q2 2024, an estimated $480K.
Cardinal Point Capital Management first reported a position in Edgewell Personal Care in Q4 2022 and held it in 6 quarters.
Cardinal Point Capital Management's Edgewell Personal Care position peaked at $527K in Q1 2023.
257 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q2 2024.

Based on Cardinal Point Capital Management's 13F filing for Q2 2024, filed 12 Jul 2024.