CIP
EPC icon

Chartwell Investment Partners’s Edgewell Personal Care EPC Stock Holding History

Chartwell Investment Partners’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
Q3 		$7.67M Buy
211,056
+74,315
+54% +$2.87M 0.26% 128
2024
Q2 		$5.5M Sell
136,741
-4,191
-3% -$161K 0.19% 164
2024
Q1 		$5.45M Sell
140,932
-35,054
-20% -$1.32M 0.19% 176
2023
Q4 		$6.45M Buy
+175,986
New +$6.23M 0.23% 159

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Chartwell Investment Partners's EPC Position: Q3 2024 in Review

Chartwell Investment Partners increased its Edgewell Personal Care (EPC) stake by 54% in Q3 2024, buying an estimated $2.87M and bringing the position to 211,056 shares worth $7.67M. The position accounts for 0.26% of the portfolio, ranked #128.

Chartwell Investment Partners first reported a position in EPC in Q4 2023 and has held it in 4 quarters since. 257 funds tracked by Wall St. Rank hold EPC as of Q3 2024.

  • Chartwell Investment Partners held 211,056 shares of Edgewell Personal Care worth $7.67M as of Q3 2024.
  • Chartwell Investment Partners bought 74,315 Edgewell Personal Care shares in Q3 2024, an estimated $2.87M.
  • Edgewell Personal Care made up 0.26% of Chartwell Investment Partners's portfolio in Q3 2024, its #128 holding.
  • Chartwell Investment Partners first reported a position in Edgewell Personal Care in Q4 2023 and has held it in 4 quarters since.
  • 257 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q3 2024.

Based on Chartwell Investment Partners's 13F filing for Q3 2024, filed 4 Nov 2024.