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Crossmark Global Holdings’s Edgewell Personal Care EPC Stock Holding History

Crossmark Global Holdings’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
2023
Q2 		– Sell
-4,768
Closed -$203K – 1312
2023
Q1 		$203K Buy
+4,768
New +$200K ﹤0.01% 1224
2022
Q1 		– Sell
-5,157
Closed -$236K – 1356
2021
Q4 		$236K Sell
5,157
-630
-11% -$25.4K 0.01% 1270
2021
Q3 		$210K Sell
5,787
-50
-0.9% -$2.05K ﹤0.01% 1325
2021
Q2 		$256K Buy
5,837
+30
+0.5% +$1.27K 0.01% 1263
2021
Q1 		$230K Buy
+5,807
New +$201K 0.01% 1311
2019
Q2 		– Sell
-5,133
Closed -$225K – 1391
2019
Q1 		$225K Buy
+5,133
New +$214K 0.01% 1259
2018
Q4 		– Sell
-5,123
Closed -$237K – 1443
2018
Q3 		$237K Sell
5,123
-240
-4% -$12.7K 0.01% 1460
2018
Q2 		$271K Sell
5,363
-830
-13% -$38.1K 0.01% 1375
2018
Q1 		$302K Sell
6,193
-1,026
-14% -$55.3K 0.01% 1265
2017
Q4 		$429K Buy
7,219
+356
+5% +$22.4K 0.01% 1109
2017
Q3 		$499K Buy
+6,863
New +$506K 0.01% 955
2016
Q3 		$499K Buy
+6,863
New +$553K 0.01% 955

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
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Crossmark Global Holdings's EPC Position: Q2 2023 in Review

Crossmark Global Holdings sold out of Edgewell Personal Care (EPC) in Q2 2023, closing a stake of 4,768 shares — an estimated $203K sold.

Crossmark Global Holdings first reported a position in EPC in Q3 2016 and held it in 12 quarters. The position peaked at $499K in Q3 2017. 227 funds tracked by Wall St. Rank hold EPC as of Q2 2023.

  • Crossmark Global Holdings reported no remaining Edgewell Personal Care position as of Q2 2023 after selling out during the quarter.
  • Crossmark Global Holdings sold 4,768 Edgewell Personal Care shares in Q2 2023, an estimated $203K.
  • Crossmark Global Holdings first reported a position in Edgewell Personal Care in Q3 2016 and held it in 12 quarters.
  • Crossmark Global Holdings's Edgewell Personal Care position peaked at $499K in Q3 2017.
  • 227 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q2 2023.

Based on Crossmark Global Holdings's 13F filing for Q2 2023, filed 31 Jul 2023.