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Daniel Loeb’s Edgewell Personal Care EPC Stock Holding History

Daniel Loeb’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
2015
Q2 		– Sell
-1,349,000
Closed -$139M – 51
2015
Q1 		$138M Hold
1,349,000
– – 1.28% 26
2014
Q4 		$129M Hold
1,349,000
– – 1.16% 25
2014
Q3 		$123M Buy
+1,349,000
New +$121M 1.41% 27

Other funds holding EPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Mason Capital Management New York $607M AUM 1.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WBC
Westpac Banking Corp Sydney, Australia $1.62B AUM 39.13% 1-Year Est. Return

Daniel Loeb's EPC Position: Q2 2015 in Review

Daniel Loeb sold out of Edgewell Personal Care (EPC) in Q2 2015, closing a stake of 1,349,000 shares — an estimated $139M sold.

Daniel Loeb first reported a position in EPC in Q3 2014 and held it in 3 quarters. The position peaked at $138M in Q1 2015. 346 funds tracked by Wall St. Rank hold EPC as of Q2 2015.

  • Daniel Loeb reported no remaining Edgewell Personal Care position as of Q2 2015 after selling out during the quarter.
  • Daniel Loeb sold 1,349,000 Edgewell Personal Care shares in Q2 2015, an estimated $139M.
  • Daniel Loeb first reported a position in Edgewell Personal Care in Q3 2014 and held it in 3 quarters.
  • Daniel Loeb's Edgewell Personal Care position peaked at $138M in Q1 2015.
  • 346 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q2 2015.

Based on Third Point's 13F filing for Q2 2015, filed 14 Aug 2015.