Claris Advisors’s Edgewell Personal Care EPC Stock Holding History

Claris 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 Q4	–	Sell	-4	Closed	-$145	–	403
2024 Q3	$145	Buy	+4	New	+$154	﹤0.01%	1058

Other funds holding EPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Claris Advisors's EPC Position: Q4 2024 in Review

Claris Advisors sold out of Edgewell Personal Care (EPC) in Q4 2024, closing a stake of 4 shares — an estimated $145 sold.

Claris Advisors first reported a position in EPC in Q3 2024 and held it in 1 quarter. The position peaked at $145 in Q3 2024. 252 funds tracked by Wall St. Rank hold EPC as of Q4 2024.

Claris Advisors reported no remaining Edgewell Personal Care position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 4 Edgewell Personal Care shares in Q4 2024, an estimated $145.
Claris Advisors first reported a position in Edgewell Personal Care in Q3 2024 and held it in 1 quarter.
Claris Advisors's Edgewell Personal Care position peaked at $145 in Q3 2024.
252 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.