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Coldstream Capital Management’s Edgewell Personal Care EPC Stock Holding History

Coldstream Capital 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
2025
Q2 		– Sell
-1,573
Closed -$49.1K – 1787
2025
Q1 		$49.1K Buy
+1,573
New +$49.5K ﹤0.01% 1713

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BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Coldstream Capital Management's EPC Position: Q2 2025 in Review

Coldstream Capital Management sold out of Edgewell Personal Care (EPC) in Q2 2025, closing a stake of 1,573 shares — an estimated $49.1K sold.

Coldstream Capital Management first reported a position in EPC in Q1 2025 and held it in 1 quarter. The position peaked at $49.1K in Q1 2025. 236 funds tracked by Wall St. Rank hold EPC as of Q2 2025.

  • Coldstream Capital Management reported no remaining Edgewell Personal Care position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 1,573 Edgewell Personal Care shares in Q2 2025, an estimated $49.1K.
  • Coldstream Capital Management first reported a position in Edgewell Personal Care in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Edgewell Personal Care position peaked at $49.1K in Q1 2025.
  • 236 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.