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Catalyst Funds Management’s Edgewell Personal Care EPC Stock Holding History

Catalyst Funds 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
Q4 		– Sell
-600
Closed -$21.8K – 629
2024
Q3 		$21.8K Sell
600
-200
-25% -$7.72K ﹤0.01% 1063
2024
Q2 		$32.2K Buy
800
+200
+33% +$7.66K 0.01% 535
2024
Q1 		$23.2K Buy
+600
New +$22.6K 0.01% 726

Other funds holding EPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Brandes Investment Partners
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Banco Santander
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Catalyst Funds Management's EPC Position: Q4 2024 in Review

Catalyst Funds Management sold out of Edgewell Personal Care (EPC) in Q4 2024, closing a stake of 600 shares — an estimated $21.8K sold.

Catalyst Funds Management first reported a position in EPC in Q1 2024 and held it in 3 quarters. The position peaked at $32.2K in Q2 2024. 252 funds tracked by Wall St. Rank hold EPC as of Q4 2024.

  • Catalyst Funds Management reported no remaining Edgewell Personal Care position as of Q4 2024 after selling out during the quarter.
  • Catalyst Funds Management sold 600 Edgewell Personal Care shares in Q4 2024, an estimated $21.8K.
  • Catalyst Funds Management first reported a position in Edgewell Personal Care in Q1 2024 and held it in 3 quarters.
  • Catalyst Funds Management's Edgewell Personal Care position peaked at $32.2K in Q2 2024.
  • 252 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q4 2024.

Based on Catalyst Funds Management's 13F filing for Q4 2024, filed 10 Feb 2025.