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Clearstead Trust’s Edgewell Personal Care EPC Stock Holding History

Clearstead Trust’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 		– Sell
-820
Closed -$33K – 422
2024
Q2 		$33K Buy
+820
New +$31.4K 0.01% 272

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

Clearstead Trust's EPC Position: Q3 2024 in Review

Clearstead Trust sold out of Edgewell Personal Care (EPC) in Q3 2024, closing a stake of 820 shares — an estimated $33K sold.

Clearstead Trust first reported a position in EPC in Q2 2024 and held it in 1 quarter. The position peaked at $33K in Q2 2024. 257 funds tracked by Wall St. Rank hold EPC as of Q3 2024.

  • Clearstead Trust reported no remaining Edgewell Personal Care position as of Q3 2024 after selling out during the quarter.
  • Clearstead Trust sold 820 Edgewell Personal Care shares in Q3 2024, an estimated $33K.
  • Clearstead Trust first reported a position in Edgewell Personal Care in Q2 2024 and held it in 1 quarter.
  • Clearstead Trust's Edgewell Personal Care position peaked at $33K in Q2 2024.
  • 257 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q3 2024.

Based on Clearstead Trust's 13F filing for Q3 2024, filed 13 Nov 2024.