CFFP
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Center for Financial Planning’s Edgewell Personal Care EPC Stock Holding History

Center for Financial Planning’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
-32
Closed -$1.18K – 532
2023
Q3 		$1.18K Hold
32
– – ﹤0.01% 476
2023
Q2 		$1.32K Hold
32
– – ﹤0.01% 511
2023
Q1 		$1.36K Hold
32
– – ﹤0.01% 472
2022
Q4 		$1.23K Hold
32
– – ﹤0.01% 478
2022
Q3 		$1K Hold
32
– – ﹤0.01% 590
2022
Q2 		$1K Hold
32
– – ﹤0.01% 496
2022
Q1 		$1K Hold
32
– – ﹤0.01% 498
2021
Q4 		$1K Hold
32
– – ﹤0.01% 506
2021
Q3 		$1K Hold
32
– – ﹤0.01% 470
2021
Q2 		$1K Hold
32
– – ﹤0.01% 474
2021
Q1 		$1K Hold
32
– – ﹤0.01% 506
2020
Q4 		$1K Hold
32
– – ﹤0.01% 449
2020
Q3 		$1K Hold
32
– – ﹤0.01% 421
2020
Q2 		$1K Hold
32
– – ﹤0.01% 426
2020
Q1 		$1K Hold
32
– – ﹤0.01% 529
2019
Q4 		$1K Buy
+32
New +$1.03K ﹤0.01% 439

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
Banco Santander
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Brandes Investment Partners
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Center for Financial Planning's EPC Position: Q4 2023 in Review

Center for Financial Planning sold out of Edgewell Personal Care (EPC) in Q4 2023, closing a stake of 32 shares — an estimated $1.18K sold.

Center for Financial Planning first reported a position in EPC in Q4 2019 and held it in 16 quarters. The position peaked at $1.36K in Q1 2023. 219 funds tracked by Wall St. Rank hold EPC as of Q4 2023.

  • Center for Financial Planning reported no remaining Edgewell Personal Care position as of Q4 2023 after selling out during the quarter.
  • Center for Financial Planning sold 32 Edgewell Personal Care shares in Q4 2023, an estimated $1.18K.
  • Center for Financial Planning first reported a position in Edgewell Personal Care in Q4 2019 and held it in 16 quarters.
  • Center for Financial Planning's Edgewell Personal Care position peaked at $1.36K in Q1 2023.
  • 219 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q4 2023.

Based on Center for Financial Planning's 13F filing for Q4 2023, filed 29 Jan 2024.