FG
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Formula Growth’s Edgewell Personal Care EPC Stock Holding History

Formula Growth’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
-119,313
Closed -$4.13M – 168
2020
Q4 		$4.13M Sell
119,313
-149,300
-56% -$4.85M 0.69% 37
2020
Q3 		$7.49M Sell
268,613
-111,475
-29% -$3.31M 1.4% 17
2020
Q2 		$11.8M Sell
380,088
-222,708
-37% -$6.24M 2% 12
2020
Q1 		$14.5M Buy
602,796
+377,730
+168% +$11.3M 2.78% 5
2019
Q4 		$6.97M Buy
225,066
+25,066
+13% +$809K 0.88% 36
2019
Q3 		$6.5M Buy
200,000
+80,000
+67% +$2.39M 0.97% 35
2019
Q2 		$3.23M Buy
+120,000
New +$4.28M 0.46% 57

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

Formula Growth's EPC Position: Q1 2021 in Review

Formula Growth sold out of Edgewell Personal Care (EPC) in Q1 2021, closing a stake of 119,313 shares — an estimated $4.13M sold.

Formula Growth first reported a position in EPC in Q2 2019 and held it in 7 quarters. The position peaked at $14.5M in Q1 2020. 226 funds tracked by Wall St. Rank hold EPC as of Q1 2021.

  • Formula Growth reported no remaining Edgewell Personal Care position as of Q1 2021 after selling out during the quarter.
  • Formula Growth sold 119,313 Edgewell Personal Care shares in Q1 2021, an estimated $4.13M.
  • Formula Growth first reported a position in Edgewell Personal Care in Q2 2019 and held it in 7 quarters.
  • Formula Growth's Edgewell Personal Care position peaked at $14.5M in Q1 2020.
  • 226 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q1 2021.

Based on Formula Growth's 13F filing for Q1 2021, filed 14 May 2021.