FORA Capital’s Edgewell Personal Care EPC Stock Holding History

FORA Capital’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 Q2	–	Sell	-5,982	Closed	-$254K	–	428
2023 Q1	$254K	Buy	+5,982	New	+$251K	0.03%	450
2021 Q2	–	Sell	-593	Closed	-$23K	–	948
2021 Q1	$23K	Sell	593 -1,540	-72%	-$53.3K	0.01%	660
2020 Q4	$74K	Buy	+2,133	New	+$69.2K	0.01%	718
2020 Q1	–	Sell	-4,166	Closed	-$129K	–	1118
2019 Q4	$129K	Buy	+4,166	New	+$134K	0.01%	715

Other funds holding EPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

Credit Agricole Montrouge Cedex, France $38.1B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

FORA Capital's EPC Position: Q2 2023 in Review

FORA Capital sold out of Edgewell Personal Care (EPC) in Q2 2023, closing a stake of 5,982 shares — an estimated $254K sold.

FORA Capital first reported a position in EPC in Q4 2019 and held it in 4 quarters. The position peaked at $254K in Q1 2023. 227 funds tracked by Wall St. Rank hold EPC as of Q2 2023.

FORA Capital reported no remaining Edgewell Personal Care position as of Q2 2023 after selling out during the quarter.
FORA Capital sold 5,982 Edgewell Personal Care shares in Q2 2023, an estimated $254K.
FORA Capital first reported a position in Edgewell Personal Care in Q4 2019 and held it in 4 quarters.
FORA Capital's Edgewell Personal Care position peaked at $254K in Q1 2023.
227 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q2 2023.

Based on FORA Capital's 13F filing for Q2 2023, filed 11 Aug 2023.