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Ergoteles’s Edgewell Personal Care EPC Stock Holding History

Ergoteles’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
-10,581
Closed -$437K – 298
2023
Q2 		$437K Sell
10,581
-40,117
-79% -$1.71M 0.02% 669
2023
Q1 		$2.15M Buy
50,698
+37,001
+270% +$1.55M 0.08% 255
2022
Q4 		$528K Sell
13,697
-11,803
-46% -$469K 0.02% 681
2022
Q3 		$954K Buy
+25,500
New +$995K 0.03% 501
2021
Q3 		– Sell
-7,100
Closed -$312K – 1339
2021
Q2 		$312K Buy
+7,100
New +$301K 0.01% 1048

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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Ergoteles's EPC Position: Q3 2023 in Review

Ergoteles sold out of Edgewell Personal Care (EPC) in Q3 2023, closing a stake of 10,581 shares — an estimated $437K sold.

Ergoteles first reported a position in EPC in Q2 2021 and held it in 5 quarters. The position peaked at $2.15M in Q1 2023. 223 funds tracked by Wall St. Rank hold EPC as of Q3 2023.

  • Ergoteles reported no remaining Edgewell Personal Care position as of Q3 2023 after selling out during the quarter.
  • Ergoteles sold 10,581 Edgewell Personal Care shares in Q3 2023, an estimated $437K.
  • Ergoteles first reported a position in Edgewell Personal Care in Q2 2021 and held it in 5 quarters.
  • Ergoteles's Edgewell Personal Care position peaked at $2.15M in Q1 2023.
  • 223 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q3 2023.

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