Commonwealth Equity Services
EPC icon

Commonwealth Equity Services’s Edgewell Personal Care EPC Stock Holding History

Commonwealth Equity Services’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
Q2 		– Sell
-17,733
Closed -$685K – 4083
2024
Q1 		$685K Buy
+17,733
New +$669K ﹤0.01% 2545
2018
Q1 		– Sell
-8,788
Closed -$522K – 2739
2017
Q4 		$522K Sell
8,788
-3,409
-28% -$214K ﹤0.01% 1665
2017
Q3 		$888K Sell
12,197
-7,942
-39% -$585K 0.01% 1252
2017
Q2 		$1.53M Buy
20,139
+1,345
+7% +$98.9K 0.01% 924
2017
Q1 		$1.38M Sell
18,794
-5,307
-22% -$404K 0.01% 955
2016
Q4 		$1.76M Buy
24,101
+307
+1% +$23.7K 0.01% 767
2016
Q3 		$1.89M Buy
23,794
+3,306
+16% +$267K 0.02% 703
2016
Q2 		$1.73M Buy
20,488
+17,141
+512% +$1.38M 0.01% 717
2016
Q1 		$270K Sell
3,347
-4
-0.1% -$307 ﹤0.01% 1707
2015
Q4 		$263K Buy
3,351
+169
+5% +$13.7K ﹤0.01% 1694
2015
Q3 		$260K Buy
3,182
+1
+0% +$90 ﹤0.01% 1643
2015
Q2 		$418K Sell
3,181
-1,116
-26% -$115K ﹤0.01% 1441
2015
Q1 		$440K Buy
4,297
+69
+2% +$6.84K ﹤0.01% 1392
2014
Q4 		$403K Buy
4,228
+540
+15% +$49.7K ﹤0.01% 1394
2014
Q3 		$337K Sell
3,688
-27
-0.7% -$2.42K ﹤0.01% 1472
2014
Q2 		$336K Sell
3,715
-290
-7% -$23.8K ﹤0.01% 1468
2014
Q1 		$299K Sell
4,005
-818
-17% -$59.8K ﹤0.01% 1466
2013
Q4 		$387K Buy
4,823
+1,105
+30% +$84.1K 0.01% 1285
2013
Q3 		$251K Buy
3,718
+58
+2% +$4.29K ﹤0.01% 1484
2013
Q2 		$273K Buy
+3,660
New +$266K ﹤0.01% 1362

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
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
BIP
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

Commonwealth Equity Services's EPC Position: Q2 2024 in Review

Commonwealth Equity Services sold out of Edgewell Personal Care (EPC) in Q2 2024, closing a stake of 17,733 shares — an estimated $685K sold.

Commonwealth Equity Services first reported a position in EPC in Q2 2013 and held it in 20 quarters. The position peaked at $1.89M in Q3 2016. 257 funds tracked by Wall St. Rank hold EPC as of Q2 2024.

  • Commonwealth Equity Services reported no remaining Edgewell Personal Care position as of Q2 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 17,733 Edgewell Personal Care shares in Q2 2024, an estimated $685K.
  • Commonwealth Equity Services first reported a position in Edgewell Personal Care in Q2 2013 and held it in 20 quarters.
  • Commonwealth Equity Services's Edgewell Personal Care position peaked at $1.89M in Q3 2016.
  • 257 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q2 2024.

Based on Commonwealth Equity Services's 13F filing for Q2 2024, filed 31 Jul 2024.