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Elm Advisors’s Edgewell Personal Care EPC Stock Holding History

Elm Advisors’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
2021
Q1 		– Sell
-800
Closed -$28K – 142
2020
Q4 		$28K Buy
+800
New +$26K 0.02% 187
2018
Q4 		– Sell
-1,434
Closed -$66K – 135
2018
Q3 		$66K Buy
+1,434
New +$75.9K 0.04% 143
2015
Q2 		– Sell
-1,956
Closed -$200K – 71
2015
Q1 		$200K Buy
+1,956
New +$194K 0.18% 71

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
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Elm Advisors's EPC Position: Q1 2021 in Review

Elm Advisors sold out of Edgewell Personal Care (EPC) in Q1 2021, closing a stake of 800 shares — an estimated $28K sold.

Elm Advisors first reported a position in EPC in Q1 2015 and held it in 3 quarters. The position peaked at $200K in Q1 2015. 226 funds tracked by Wall St. Rank hold EPC as of Q1 2021.

  • Elm Advisors reported no remaining Edgewell Personal Care position as of Q1 2021 after selling out during the quarter.
  • Elm Advisors sold 800 Edgewell Personal Care shares in Q1 2021, an estimated $28K.
  • Elm Advisors first reported a position in Edgewell Personal Care in Q1 2015 and held it in 3 quarters.
  • Elm Advisors's Edgewell Personal Care position peaked at $200K in Q1 2015.
  • 226 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.