DI
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Disciplined Investments’s Edgewell Personal Care EPC Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-14
Closed -$578 – 548
2023
Q2 		$578 Hold
14
– – ﹤0.01% 1176
2023
Q1 		$594 Sell
14
-1
-7% -$42 ﹤0.01% 1175
2022
Q4 		$578 Hold
15
– – ﹤0.01% 1136
2022
Q3 		$1K Buy
15
+3
+25% +$117 ﹤0.01% 876
2022
Q2 		$0 Buy
12
+1
+9% +$36 ﹤0.01% 1359
2022
Q1 		$0 Buy
+11
New +$449 ﹤0.01% 1413

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
Credit Agricole
Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Disciplined Investments's EPC Position: Q3 2023 in Review

Disciplined Investments sold out of Edgewell Personal Care (EPC) in Q3 2023, closing a stake of 14 shares — an estimated $578 sold.

Disciplined Investments first reported a position in EPC in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 223 funds tracked by Wall St. Rank hold EPC as of Q3 2023.

  • Disciplined Investments reported no remaining Edgewell Personal Care position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 14 Edgewell Personal Care shares in Q3 2023, an estimated $578.
  • Disciplined Investments first reported a position in Edgewell Personal Care in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Edgewell Personal Care position peaked at $1K in Q3 2022.
  • 223 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.