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Cypress Wealth Services’s Edgewell Personal Care EPC Stock Holding History

Cypress Wealth 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
Q3 		– Sell
-5,121
Closed -$206K – 285
2024
Q2 		$206K Buy
+5,121
New +$196K 0.05% 241
2022
Q2 		– Sell
-5,500
Closed -$202K – 233
2022
Q1 		$202K Buy
+5,500
New +$224K 0.06% 232

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

Cypress Wealth Services's EPC Position: Q3 2024 in Review

Cypress Wealth Services sold out of Edgewell Personal Care (EPC) in Q3 2024, closing a stake of 5,121 shares — an estimated $206K sold.

Cypress Wealth Services first reported a position in EPC in Q1 2022 and held it in 2 quarters. The position peaked at $206K in Q2 2024. 257 funds tracked by Wall St. Rank hold EPC as of Q3 2024.

  • Cypress Wealth Services reported no remaining Edgewell Personal Care position as of Q3 2024 after selling out during the quarter.
  • Cypress Wealth Services sold 5,121 Edgewell Personal Care shares in Q3 2024, an estimated $206K.
  • Cypress Wealth Services first reported a position in Edgewell Personal Care in Q1 2022 and held it in 2 quarters.
  • Cypress Wealth Services's Edgewell Personal Care position peaked at $206K in Q2 2024.
  • 257 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q3 2024.

Based on Cypress Wealth Services's 13F filing for Q3 2024, filed 9 Oct 2024.