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Greenleaf Trust’s Edgewell Personal Care EPC Stock Holding History

Greenleaf Trust’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
2020
Q1 		– Sell
-7,106
Closed -$220K – 523
2019
Q4 		$220K Sell
7,106
-108
-1% -$3.48K ﹤0.01% 491
2019
Q3 		$234K Buy
+7,214
New +$215K ﹤0.01% 475
2019
Q2 		– Sell
-5,033
Closed -$221K – 545
2019
Q1 		$221K Sell
5,033
-2,851
-36% -$119K ﹤0.01% 472
2018
Q4 		$294K Sell
7,884
-1,892
-19% -$82.5K 0.01% 369
2018
Q3 		$452K Hold
9,776
– – 0.01% 303
2018
Q2 		$493K Buy
9,776
+2,622
+37% +$120K 0.01% 273
2018
Q1 		$349K Buy
7,154
+501
+8% +$27K 0.01% 302
2017
Q4 		$395K Hold
6,653
– – 0.01% 283
2017
Q3 		$484K Sell
6,653
-701
-10% -$51.7K 0.01% 243
2017
Q2 		$559K Hold
7,354
– – 0.01% 182
2017
Q1 		$538K Hold
7,354
– – 0.01% 148
2016
Q4 		$537K Buy
7,354
+550
+8% +$42.5K 0.01% 131
2016
Q3 		$541K Sell
6,804
-125
-2% -$10.1K 0.01% 121
2016
Q2 		$585K Hold
6,929
– – 0.02% 102
2016
Q1 		$558K Sell
6,929
-54
-0.8% -$4.14K 0.02% 107
2015
Q4 		$547K Buy
6,983
+54
+0.8% +$4.38K 0.02% 105
2015
Q3 		$565K Sell
6,929
-150
-2% -$13.6K 0.02% 99
2015
Q2 		$931K Sell
7,079
-2,471
-26% -$255K 0.03% 80
2015
Q1 		$977K Hold
9,550
– – 0.03% 80
2014
Q4 		$910K Hold
9,550
– – 0.03% 81
2014
Q3 		$872K Hold
9,550
– – 0.03% 83
2014
Q2 		$864K Hold
9,550
– – 0.03% 88
2014
Q1 		$713K Buy
9,550
+119
+1% +$8.7K 0.02% 96
2013
Q4 		$757K Hold
9,431
– – 0.03% 94
2013
Q3 		$637K Sell
9,431
-12
-0.1% -$887 0.02% 97
2013
Q2 		$704K Buy
+9,443
New +$687K 0.03% 91

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return

Greenleaf Trust's EPC Position: Q1 2020 in Review

Greenleaf Trust sold out of Edgewell Personal Care (EPC) in Q1 2020, closing a stake of 7,106 shares — an estimated $220K sold.

Greenleaf Trust first reported a position in EPC in Q2 2013 and held it in 26 quarters. The position peaked at $977K in Q1 2015. 225 funds tracked by Wall St. Rank hold EPC as of Q1 2020.

  • Greenleaf Trust reported no remaining Edgewell Personal Care position as of Q1 2020 after selling out during the quarter.
  • Greenleaf Trust sold 7,106 Edgewell Personal Care shares in Q1 2020, an estimated $220K.
  • Greenleaf Trust first reported a position in Edgewell Personal Care in Q2 2013 and held it in 26 quarters.
  • Greenleaf Trust's Edgewell Personal Care position peaked at $977K in Q1 2015.
  • 225 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q1 2020.

Based on Greenleaf Trust's 13F filing for Q1 2020, filed 29 Apr 2020.