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Everhart Financial Group’s Edgewell Personal Care EPC Stock Holding History

Everhart Financial Group’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
-5,141
Closed -$207K – 322
2024
Q2 		$207K Buy
+5,141
New +$197K 0.05% 285

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Everhart Financial Group's EPC Position: Q3 2024 in Review

Everhart Financial Group sold out of Edgewell Personal Care (EPC) in Q3 2024, closing a stake of 5,141 shares — an estimated $207K sold.

Everhart Financial Group first reported a position in EPC in Q2 2024 and held it in 1 quarter. The position peaked at $207K in Q2 2024. 257 funds tracked by Wall St. Rank hold EPC as of Q3 2024.

  • Everhart Financial Group reported no remaining Edgewell Personal Care position as of Q3 2024 after selling out during the quarter.
  • Everhart Financial Group sold 5,141 Edgewell Personal Care shares in Q3 2024, an estimated $207K.
  • Everhart Financial Group first reported a position in Edgewell Personal Care in Q2 2024 and held it in 1 quarter.
  • Everhart Financial Group's Edgewell Personal Care position peaked at $207K in Q2 2024.
  • 257 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q3 2024.

Based on Everhart Financial Group's 13F filing for Q3 2024, filed 4 Nov 2024.